Job Description
Join WealthForge Partners as a Senior Financial Advisor and transform your career in Ohio's financial hub. We're seeking ambitious professionals to build high-net-worth portfolios in a commission-driven environment with uncapped earning potential. Enjoy comprehensive benefits, cutting-edge tech tools, and mentorship from industry veterans.
Responsibilities
- Develop personalized financial strategies for HNW clients
- Drive revenue through investment product sales & portfolio management
- Build and maintain client relationships across Northwest Ohio
- Stay current on SEC/FINRA regulations and compliance standards
- Collaborate with tax/legal professionals for integrated planning
- Leverage CRM system for client acquisition and retention
Qualifications
- 7+ years in financial advisory or wealth management
- Series 65/66 and state securities licenses required
- CFA or CFP designation preferred
- Proven track record with $50M+ AUM management
- Strong network of HNW clients in Toledo/NW Ohio region
- Exceptional presentation and negotiation skills