Job Description
Join WealthForge Capital Partners, Reno's premier wealth management firm, and transform your financial advisory career. We're seeking elite Financial Advisors to serve high-net-worth clients in Nevada's fastest-growing financial hub. Our award-winning platform combines cutting-edge technology with personalized service, offering unlimited earning potential in a collaborative, mentorship-driven environment.
Why WealthForge?
- Industry-leading compensation structure with uncapped commission
- Exclusive access to institutional investment platforms
- Comprehensive CE funding and executive coaching
- Hybrid work model with modern downtown Reno office
- Health, dental, and 401(k) with 6% match
Responsibilities
- Develop comprehensive financial plans for HNW clients ($500k+ AUM)
- Execute multi-asset investment strategies including alternatives and tax optimization
- Build and maintain executive-level client relationships through quarterly reviews
- Leverage CRM system to drive new business acquisition (target: 15 new clients/year)
- Collaborate with portfolio managers on complex estate planning scenarios
- Mentor junior advisors on compliance protocols and client retention
- Participate in community outreach initiatives to build brand authority
Qualifications
- 7+ years of financial advisory experience with FINRA Series 7/66 licenses
- CFA or CFP designation strongly preferred
- Proven track record of $10M+ AUM management
- Expertise in retirement planning, trusts, and charitable giving strategies
- Exceptional presentation skills with executive client experience
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong Nevada professional network (CPAs, attorneys, real estate)