Job Description
Join WealthForge Capital's elite team of financial advisors in Stockton, CA and transform clients' financial futures. We're seeking a results-driven professional to build high-net-worth portfolios in California's fastest-growing wealth corridor. Enjoy uncapped commission potential, comprehensive benefits, and industry-leading training in a collaborative environment.
As a cornerstone of our Central Valley operations, you'll leverage cutting-edge fintech tools and our proprietary wealth management platform to deliver personalized investment strategies. This role offers exceptional growth opportunities with a top 10% compensation structure in the financial advisory space.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients ($500k+ AUM)
- Execute investment strategies across equities, bonds, alternative assets, and retirement planning
- Build and maintain robust client relationships through quarterly portfolio reviews
- Collaborate with tax specialists and estate attorneys for holistic wealth solutions
- Drive new business development through targeted networking and referrals
- Stay current on SEC/FINRA regulations and market trends
- Mentor junior advisors on WealthForge's proprietary wealth management methodology
Qualifications
- Series 7 and Series 66/63 licenses (or ability to obtain immediately)
- 5+ years of financial advisory experience with HNW clientele
- Proven track record of $2M+ AUM growth annually
- Bachelor's degree in Finance, Economics, or related field
- CFPĀ® or CFA designation preferred
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional presentation skills and client relationship management
- Valid California life/health insurance license