Job Description
Join our award-winning financial advisory team in the heart of San Francisco! We're seeking a passionate Financial Advisor to build client portfolios while enjoying unprecedented work-life flexibility. At Wealth Management Partners, we empower advisors to set their own schedules while providing full administrative support and cutting-edge technology. Our collaborative culture values innovation, integrity, and client-first strategies.
Located in the vibrant Financial District, our state-of-the-art office offers stunning bay views and modern amenities. We offer competitive benefits including health insurance, 401(k) matching, and professional development stipends. Perfect for self-motivated professionals seeking autonomy without sacrificing growth opportunities.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain client relationships through regular portfolio reviews and market updates
- Conduct market research and identify emerging investment opportunities
- Collaborate with internal teams for comprehensive client solutions (tax, legal, estate planning)
- Meet quarterly revenue targets while maintaining strict compliance standards
- Utilize CRM systems for client management and business development
- Participate in continuous training to maintain CFP/CFA credentials
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with proven track record
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Self-motivated with demonstrated entrepreneurial mindset
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)