Job Description
Pacific Wealth Partners is looking for a visionary Financial Advisor to lead our client portfolio growth in San Francisco. We offer a competitive compensation package and a culture that prioritizes professional development and work-life balance. In this role, you will have the autonomy to build your practice while benefiting from our established brand reputation.
Our ideal candidate is client-centric, driven by results, and possesses a deep understanding of wealth management strategies.
Responsibilities
- Develop and execute comprehensive financial plans tailored to meet the specific goals of each client.
- Manage investment portfolios, including asset allocation, rebalancing, and performance monitoring.
- Identify and cross-sell financial products to existing clients to deepen relationships.
- Conduct quarterly reviews and financial check-ins to ensure client satisfaction and portfolio alignment.
- Stay current on market trends, economic indicators, and regulatory changes affecting the financial services industry.
- Collaborate with a team of tax and legal professionals to provide holistic advice.
Qualifications
- Series 7 and Series 66 (or 63) licenses required; Series 65 preferred.
- Certified Financial Planner (CFP) certification is a significant plus.
- 3+ years of experience in financial advising, wealth management, or related fields.
- Bachelor’s degree in Finance, Business, or a related field.
- Strong interpersonal skills with the ability to build trust and rapport quickly.
- Demonstrated track record of meeting or exceeding sales targets.