Job Description
Join Oakland's premier wealth management firm as a Financial Advisor! WealthForge Partners is seeking driven professionals to transform clients' financial futures in the dynamic Bay Area market. Our client-centric approach combines cutting-edge technology with personalized strategies to deliver exceptional results. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in a collaborative, award-winning environment.
Responsibilities
- Develop and implement comprehensive financial plans for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews
- Drive business development through targeted networking and referral generation
- Stay current on market trends, tax laws, and investment products
- Collaborate with internal teams for seamless client service delivery
- Maintain strict compliance with FINRA and SEC regulations
Qualifications
- Required: FINRA Series 7 & 66/65/63 licenses
- Minimum 3 years financial advisory experience
- Proven track record in client acquisition and retention
- Bachelor's degree in Finance, Economics, or related field
- Strong presentation skills and proficiency in financial planning software
- Preferred: CFP designation and Bay Area market knowledge