Job Description
Join Wealth Growth Partners as a Financial Advisor and transform lives through personalized wealth management. We're seeking a dynamic professional to serve San Jose's growing tech community with flexible scheduling options. Enjoy competitive compensation, comprehensive training, and a collaborative environment designed for work-life balance.
Why Work With Us?
- Flexible 4-day work week (32 hours)
- Hybrid office/remote model
- Industry-leading tech tools and resources
- Clear career advancement path
- Supportive mentorship program
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios with $1M+ AUM
- Build client relationships through networking and referrals
- Stay current on market trends and regulatory changes
- Collaborate with tax and legal professionals for holistic solutions
- Meet quarterly revenue targets through strategic sales activities
- Conduct financial literacy workshops for community outreach
Qualifications
- Series 7, 66, and CA insurance licenses (or ability to obtain within 90 days)
- 3+ years financial advisory experience with tech industry clients
- Strong track record in client acquisition and retention
- Bachelor's degree in Finance, Economics, or related field
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Self-motivated with proven ability to work independently