Job Description
Join Wealth Legacy Partners, a premier financial advisory firm in San Jose, CA, and transform your career with unmatched flexibility. We're seeking dynamic Financial Advisors to build client portfolios while enjoying customized work schedules. Our culture blends innovation with integrity, offering industry-leading resources and uncapped earning potential. Work remotely 3 days/week from our state-of-the-art downtown office, with personalized mentorship from industry veterans. Enjoy comprehensive benefits including health insurance, 401(k) matching, and continuous professional development.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Conduct comprehensive portfolio reviews and market analysis
- Drive business development through targeted networking and referrals
- Ensure strict compliance with FINRA regulations and firm protocols
- Collaborate with cross-functional teams to optimize client solutions
- Maintain accurate client records and reporting documentation
Qualifications
- Series 7, 66 licenses (or ability to obtain within 90 days)
- Minimum 3 years financial advisory experience
- Proven 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)
- Strong analytical abilities with attention to detail
- Flexibility to work extended hours during client meetings