Job Description
Join WealthForge Capital Partners, a premier wealth management firm in Richmond, VA, as a Senior Financial Advisor. We're seeking driven professionals to build high-net-worth client portfolios while earning industry-leading compensation. Enjoy autonomy, cutting-edge technology, and a collaborative culture that rewards excellence.
Our advisors average 25% higher earnings than industry benchmarks through our structured commission model and client acquisition support. Benefit from comprehensive training, dedicated marketing resources, and a referral network of affluent professionals.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients focusing on investments, retirement, tax optimization, and estate planning
- Build and maintain client relationships through personalized quarterly reviews and proactive wealth management strategies
- Drive new business development through networking, referrals, and digital marketing initiatives
- Collaborate with internal teams to deliver seamless client experiences across investment products and insurance solutions
- Stay current on market trends, regulatory changes, and emerging financial technologies
- Maintain Series 7, 66, and state insurance licenses with ongoing CE compliance
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFP preferred)
- Minimum 5 years of financial advising experience with high-net-worth clientele
- Proven track record of meeting/exceeding sales targets ($1M+ AUM annually)
- Strong analytical skills with ability to interpret complex financial data and market trends
- Exceptional communication skills for presenting sophisticated strategies to diverse audiences
- Series 7 and 66 licenses (or ability to obtain within 90 days)
- Experience with CRM platforms (e.g., Salesforce) and financial planning software