Job Description
Join WealthForge Financial Partners, a premier wealth management firm in Mesa, AZ, as a Senior Financial Advisor. We're seeking a driven professional to build high-net-worth client portfolios while enjoying uncapped earning potential. Our clients are successful professionals and retirees seeking sophisticated investment strategies, retirement planning, and legacy solutions. Benefit from our established referral network, cutting-edge tech stack, and comprehensive training programs.
Why WealthForge?
- Industry-leading commission structure with 80%+ payout
- Full marketing and administrative support
- Access to proprietary research and investment platforms
- Collaborative team environment with regular networking events
- Clear path to equity partnership
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients (min $500k AUM)
- Manage diversified investment portfolios across equities, bonds, alternatives, and real estate
- Present complex financial strategies to C-suite executives and business owners
- Drive new client acquisition through our referral network and targeted outreach
- Stay current on tax laws, market trends, and SEC/FINRA regulations
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- 7+ years of financial planning/advisory experience with high-net-worth clients
- Certified Financial Planner (CFPĀ®) or CFA designation required
- Series 7 and 66/65 licenses in good standing
- Proven track record of building and retaining $10M+ AUM
- Exceptional presentation skills and financial modeling expertise
- Strong network of high-net-worth professionals in Mesa/Phoenix area
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)