Job Description
Join WealthForge Advisors, a premier financial services firm in St. Louis, as a Senior Financial Advisor. We're seeking dynamic professionals passionate about transforming clients' financial futures. Our collaborative environment offers mentorship, cutting-edge technology, and unlimited growth potential. Build your legacy in the heart of America's financial hub while serving diverse communities across Missouri.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Build and maintain robust client relationships through trust-based advisory
- Analyze market trends and investment opportunities for portfolio optimization
- Lead retirement planning, estate planning, and risk management solutions
- Mentor junior advisors and contribute to team growth initiatives
- Drive new client acquisition through strategic networking and referrals
- Stay current with SEC/FINRA regulations and compliance standards
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7, 66, and state insurance licenses required
- 5+ years of financial advisory experience with proven client growth
- CFPĀ® or CFA designation strongly preferred
- Exceptional communication and presentation skills
- Demonstrated ability to manage $10M+ client portfolios
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Active member of FPA or NAPFA