Job Description
Join WealthForge Advisory Group's elite team of financial advisors in our San Francisco headquarters with full remote flexibility. We're seeking a dynamic professional to deliver comprehensive wealth management solutions to high-net-worth clients across the Bay Area. Enjoy collaborative hybrid work arrangements while building your practice with industry-leading resources and a client-first culture.
What We Offer:
- Competitive base salary + performance-based commission structure
- Comprehensive benefits package including 401(k) matching
- Continuing education stipend and CFA/CFP support
- Flexible remote work policy with quarterly in-person team retreats
Responsibilities
- Develop and execute personalized financial plans for clients with $500K+ assets under management
- Build and maintain client relationships through regular portfolio reviews and strategic consultations
- Conduct market analysis and provide investment recommendations aligned with client risk tolerance
- Collaborate with internal teams on tax planning, estate strategies, and retirement solutions
- Drive new client acquisition through networking and referral programs
- Stay current on financial regulations and industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field required
- 5+ years of financial advisory experience with proven client book
- CFA or CFP designation strongly preferred
- Exceptional communication and presentation skills
- Experience with CRM platforms (e.g., Salesforce, Wealthbox)
- Valid Series 65 and Series 7 licenses
- Track record of meeting/exceeding sales targets