Job Description
Join our elite financial advisory team in Fresno, CA and transform lives through strategic wealth management. We're urgently seeking passionate Financial Advisors to serve high-net-worth clients and build long-term financial legacies. Enjoy uncapped earning potential, comprehensive training, and a culture that rewards ambition.
Why Wealth Growth Partners?
- Industry-leading commission structure with 70% payout
- Exclusive access to premium investment platforms
- Continuing education reimbursement ($5,000/year)
- Modern downtown office with panoramic city views
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Manage investment portfolios exceeding $50M in assets
- Conduct quarterly portfolio reviews and strategy adjustments
- Drive new client acquisition through referral networks
- Maintain FINRA Series 7/66 certifications
- Utilize CRM system for client relationship management
- Present quarterly market outlooks to client advisory boards
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years experience in financial services/advisory
- Active FINRA Series 7 & 66 licenses
- Proven track record of client portfolio growth
- Exceptional communication and presentation skills
- CFP designation or willingness to pursue within 12 months
- Valid California life/health insurance licenses