Job Description
Join our award-winning wealth management firm in San Francisco's thriving financial district. We seek a dynamic Financial Advisor to build client relationships, deliver personalized investment strategies, and drive portfolio growth. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in a collaborative environment.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Analyze market trends to optimize investment portfolios across asset classes
- Build and maintain a robust client referral network
- Conduct regular portfolio reviews and performance reporting
- Stay current on SEC/FINRA regulations and compliance standards
- Mentor junior advisors on client engagement techniques
- Collaborate with internal teams on tax and estate planning solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state securities licenses required
- Minimum 3 years of client-facing financial planning experience
- Proven track record of meeting sales targets
- CFP or CFA designation strongly preferred
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong analytical and problem-solving abilities