Job Description
Join WealthForge Financial Group, a premier wealth management firm in Jacksonville, FL, as a Senior Financial Advisor. We're seeking a driven professional to build and manage high-net-worth client portfolios while enjoying industry-leading compensation. This role offers uncapped earning potential, comprehensive benefits, and a collaborative environment focused on excellence.
At WealthForge, you'll leverage our cutting-edge technology and proven strategies to deliver personalized financial planning, investment management, and retirement solutions. Our advisors earn 80-120% of production with accelerated commission structures and quarterly bonuses. Enjoy a modern downtown office, flexible scheduling, and continuous professional development.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients ($500k+ AUM)
- Build and maintain client relationships through strategic networking and referrals
- Present complex investment strategies using proprietary analytical tools
- Collaborate with internal teams (tax, legal, estate planning) for holistic solutions
- Meet/exceed quarterly sales targets for new client acquisition and AUM growth
- Stay current on market trends, regulations, and product innovations
- Mentor junior advisors and contribute to firm-wide best practices
Qualifications
- 7+ years of financial advisory experience with FINRA Series 7/66 licenses
- Proven track record of $1M+ annual production or equivalent AUM growth
- CFP, CFA, or ChFC designation preferred
- Demonstrated success in building high-net-worth client portfolios
- Strong presentation skills and ability to explain complex concepts
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Bachelor's degree in Finance, Economics, or related field
- Florida state securities registration (Series 65) required