Job Description
Join WealthForge Partners, a premier wealth management firm in San Francisco, as we revolutionize high-net-worth financial advisory. We're seeking a dynamic Financial Advisor to build lasting client relationships while driving exceptional financial outcomes. Enjoy unparalleled earning potential in California's thriving financial hub with comprehensive benefits and a culture of continuous growth.
Responsibilities
- Develop and execute comprehensive financial strategies for high-net-worth clients ($2M+ AUM)
- Cultivate and expand client portfolio through proactive networking and referrals
- Analyze market trends to optimize investment portfolios and risk management
- Deliver personalized retirement, tax, and estate planning solutions
- Collaborate with cross-functional teams to ensure holistic client service
- Drive new business acquisition through targeted outreach and events
- Maintain FINRA Series 7/66/63 certifications and ongoing compliance
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of high-net-worth financial advisory experience
- Proven track record of $10M+ AUM management
- FINRA Series 7, 66, and 63 licenses (active)
- Exceptional communication and presentation skills
- Strong analytical abilities with proficiency in financial modeling tools
- Network of established high-net-worth client relationships (SF Bay Area)