Job Description
Join WealthBridge Financial Partners, a premier advisory firm in Oakland, and transform your career with unmatched flexibility. We empower financial advisors to build thriving practices while maintaining work-life balance through customizable schedules. Our cutting-edge platform, comprehensive training, and high-net-worth client base provide the perfect foundation for your success. Work remotely or from our modern Oakland office—design your ideal career path today.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients in Oakland and surrounding Bay Area
- Build and maintain robust client relationships through proactive portfolio management
- Conduct comprehensive financial planning including retirement, investment, and estate solutions
- Drive business growth through targeted networking and client acquisition strategies
- Stay current on market trends and regulatory changes to ensure compliance
- Leverage CRM tools for client relationship management and pipeline tracking
- Collaborate with internal support teams for seamless service delivery
Qualifications
- FINRA Series 7 and 66/63/65 licenses (or equivalent state securities registration)
- 3+ years of financial advisory experience with high-net-worth clientele
- Proven track record in client acquisition and portfolio management
- Bachelor's degree in Finance, Economics, or related field
- Strong communication skills with ability to explain complex concepts
- Self-motivated professional with entrepreneurial mindset
- Proficiency in financial planning software and CRM platforms
- Commitment to ongoing professional development and CE credits