Job Description
Join WealthBridge Financial Partners, Portland's premier wealth management firm, as we expand our advisory team! We're seeking a dynamic Financial Advisor to help high-net-worth clients build lasting legacies through personalized financial strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values innovation and client success. Our modern downtown offices offer stunning views and state-of-the-art resources to support your growth.
Why WealthBridge?
- Industry-leading commission structure with 40%+ payout
- Generous benefits package including 401(k) matching
- Continuous professional development and CE credits covered
- Referral program generating 15+ qualified leads/month
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, tax optimization, and estate planning
- Cultivate and maintain relationships with high-net-worth clients ($500K+ AUM)
- Conduct market analysis and recommend tailored investment portfolios
- Present financial solutions through compelling client workshops
- Collaborate with tax and legal specialists for holistic advice
- Maintain FINRA Series 7, 66, and state insurance licenses
- Utilize CRM system to track client progress and opportunities
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years experience in financial services or wealth management
- FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- Proven track record in client acquisition and retention
- Expertise in retirement planning, investment strategies, and risk management
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong analytical mindset with attention to detail