Job Description
Join WealthForge Partners, a premier wealth management firm in Reno, NV, as a Senior Financial Advisor. We're seeking a dynamic professional to build and manage high-net-worth client portfolios while driving business growth. Enjoy uncapped earning potential, comprehensive benefits, and a collaborative culture in Nevada's booming financial hub.
Why WealthForge? We offer industry-leading training, cutting-edge technology platforms, and a client acquisition budget to accelerate your success. Our advisors average 25% YoY growth with top performers exceeding $300K in annual earnings.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients (avg. $500K+ AUM)
- Manage investment portfolios across equities, bonds, alternatives, and real estate
- Drive new client acquisition through strategic networking and referrals
- Ensure strict compliance with FINRA regulations and firm protocols
- Utilize CRM systems to maintain client relationships and track performance metrics
- Collaborate with tax and legal professionals for holistic wealth solutions
- Present quarterly portfolio reviews and market outlooks to clients
Qualifications
- FINRA Series 7 and 66/63/65 licenses (required)
- CFA or CFP designation (strongly preferred)
- 5+ years experience in financial services with $2M+ AUM
- Proven track record in client acquisition and retention
- Exceptional communication and presentation skills
- Proficiency in portfolio management software (e.g., Orion, Envestnet)
- Valid Nevada securities license
- Bachelor's degree in Finance, Economics, or related field