Job Description
Join Wealth Management Partners, a premier financial advisory firm in St. Petersburg, FL, and transform your career in wealth management. We're seeking elite Financial Advisors to serve high-net-worth clients in Florida's thriving economic hub. Enjoy uncapped earning potential, premium training, and a culture of excellence. Our advisors average $180K+ annually while maintaining work-life balance in St. Petersburg's vibrant waterfront community.
Why Choose Us?
- Industry-leading commission structure (40-50% payout)
- Comprehensive benefits package including 401(k) matching
- Exclusive access to institutional investment platforms
- Continuous professional development certifications
- Hybrid work model with modern downtown office
Responsibilities
- Develop and execute personalized wealth strategies for high-net-worth clients ($500K+ AUM)
- Build and maintain client relationships through proactive portfolio management
- Conduct comprehensive financial planning including retirement, tax, and estate solutions
- Collaborate with internal experts on complex investment structures
- Drive business growth through strategic networking and referrals
- Stay current on SEC/FINRA regulations and industry best practices
- Maintain 95%+ client satisfaction through regular reviews
Qualifications
- Series 7, 66, and Life/Health licenses (or ability to obtain immediately)
- 5+ years of high-net-worth financial advisory experience
- Proven track record of $1M+ annual production
- Bachelor's degree in Finance, Economics, or related field
- Advanced knowledge of investment vehicles (equities, bonds, alternatives)
- Exceptional communication and presentation skills
- CFA or CFP designation preferred
- Experience with CRM platforms (e.g., Salesforce, Redtail)