Job Description
Join WealthForge Partners LLC, a leading wealth management firm, as we expand our St. Louis team. We're seeking a dynamic Senior Financial Advisor to help high-net-worth individuals and families achieve their financial goals. Enjoy a collaborative environment with comprehensive training, cutting-edge technology, and uncapped earning potential.
Responsibilities
- Develop personalized financial strategies including investment planning, retirement solutions, and estate management
- Cultivate and maintain long-term client relationships through trust-based advisory services
- Analyze market trends and financial data to optimize client portfolios
- Present complex financial concepts clearly through customized reports and presentations
- Collaborate with internal teams (tax, legal) for holistic client solutions
- Meet/exceed revenue targets through proactive client acquisition and retention
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial advisory experience with demonstrated client portfolio management
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- Strong analytical skills with ability to interpret financial markets and economic indicators
- Exceptional communication and presentation skills with high emotional intelligence
- Proven track record of building and maintaining high-net-worth client relationships