Job Description
Join WealthForge Financial Partners, a leading wealth management firm in Jersey City, NJ, as a Senior Financial Advisor. We're seeking a dynamic professional to build and manage client portfolios while enjoying the flexibility of remote work. This role offers competitive compensation, comprehensive benefits, and opportunities for career growth in one of America's most vibrant financial hubs.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain strong client relationships through regular consultations and portfolio reviews
- Conduct market research and analyze economic trends to inform investment decisions
- Collaborate with internal teams on compliance, tax planning, and estate management
- Meet/exceed sales targets for new client acquisition and assets under management
- Utilize CRM systems to track client interactions and maintain accurate records
- Stay current with industry regulations (FINRA, SEC) and continuing education requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of experience in financial planning or wealth management
- FINRA Series 7, 66 (or 63/65) certifications required
- Proven track record of building client relationships and meeting sales targets
- Exceptional communication, presentation, and analytical skills
- Proficiency with financial planning software (e.g., MoneyGuidePro, eMoney)
- Ability to work independently while collaborating effectively with remote teams
- Strong understanding of investment vehicles, tax strategies, and retirement planning