Job Description
Join WealthForge Partners LLC, Milwaukee's premier wealth management firm, and transform lives through financial expertise. We're seeking a dynamic Senior Financial Advisor to guide high-net-worth clients toward their financial goals. Our client-first culture combines cutting-edge fintech solutions with personalized strategies, offering unmatched career growth in Wisconsin's thriving financial hub.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, tax optimization, and estate planning
- Cultivate relationships with high-net-worth clients through personalized financial consultations
- Conduct market analysis and portfolio reviews using proprietary wealth management platforms
- Lead cross-functional teams including tax specialists and estate planning attorneys
- Drive new client acquisition through targeted networking and referral programs
- Maintain FINRA Series 7/66 certifications and ongoing CE requirements
- Present quarterly portfolio performance reports to clients
Qualifications
- 5+ years of financial advisory experience with $5M+ AUM management
- FINRA Series 7, 66, and state insurance licenses required
- CFPĀ® or CFA designation preferred
- Proven track record in client retention and revenue growth
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional presentation and negotiation skills
- Bachelor's degree in Finance, Economics, or related field
- Strong Milwaukee-area professional network