Job Description
Join WealthForge Partners, a premier wealth management firm, as we expand our elite advisory team in New York City. We're seeking a dynamic Senior Financial Advisor to help high-net-worth individuals and families navigate complex financial landscapes. This role offers unprecedented growth potential with a hybrid work model, comprehensive benefits, and industry-leading mentorship. Transform financial futures while building your legacy in the world's financial capital.
Responsibilities
- Develop comprehensive financial plans integrating investments, tax optimization, estate planning, and retirement strategies
- Cultivate and manage a portfolio of 50+ high-net-worth clients with minimum $1M AUM
- Drive new business acquisition through strategic networking and referral partnerships
- Collaborate with internal experts (CPAs, attorneys) to deliver holistic solutions
- Maintain FINRA Series 7/66 compliance and stay current on market trends
- Utilize proprietary CRM platform for client relationship management
Qualifications
- 5+ years of financial advisory experience with proven AUM growth
- Certified Financial Planner (CFP) or CFA designation required
- Exceptional communication skills with ability to articulate complex concepts
- Track record of exceeding sales targets and client retention goals
- Strong analytical skills with proficiency in financial planning software
- New York State securities license (Series 7/66)
- Bachelor's degree in Finance, Economics, or related field