Job Description
Are you a visionary Financial Advisor looking for a role that values your work-life balance?
Meridian Financial Partners is seeking a driven and detail-oriented professional to join our award-winning team in San Francisco. We pride ourselves on a culture of flexibility, transparency, and high-performance results.
As a Financial Advisor with us, you won't just be managing assets; you'll be building lasting legacies for our clients through comprehensive wealth management strategies.
Responsibilities
- Client Relationship Management: Build and maintain strong, long-term relationships with clients by understanding their financial goals and providing ongoing guidance.
- Wealth Planning: Develop and execute comprehensive financial plans including retirement, estate, and tax strategies tailored to individual client needs.
- Investment Management: Monitor market trends and manage investment portfolios to optimize returns while mitigating risk.
- Market Analysis: Conduct in-depth financial research to identify new opportunities and advise clients on asset allocation.
- Compliance & Reporting: Ensure all financial advice and transactions adhere to regulatory standards and prepare accurate performance reports.
Qualifications
- Licensure: Must hold Series 7 and Series 66 licenses (or willingness to obtain).
- Experience: 3+ years of experience in financial advising or wealth management.
- Education: Bachelor’s degree in Finance, Economics, or related field (CFP certification is a plus).
- Communication: Excellent verbal and written communication skills with the ability to explain complex financial concepts to diverse audiences.
- Flexibility: Ability to work flexible hours to accommodate client meetings and market activity.