Job Description
Join WealthForge Advisors' elite team in San Jose's thriving financial district and transform your career in wealth management. We're seeking an ambitious Financial Advisor to immediately serve high-net-worth clients in Silicon Valley's dynamic market. Enjoy uncapped earning potential, comprehensive training, and access to our proprietary investment platform.
Why Choose WealthForge?
- Immediate client portfolio transfer
- Industry-leading tech stack
- 401(k) match + profit-sharing
- Dedicated compliance support
- Relocation assistance for top talent
Perfect for established advisors ready to scale or exceptional newcomers with drive. Our proven system guarantees success in California's wealth management landscape.
Responsibilities
- Develop comprehensive financial plans for HNW clients ($500k+ AUM)
- Execute investment strategies across equities, bonds, and alternatives
- Build and maintain client relationships through quarterly reviews
- Drive new business development through networking and referrals
- Utilize CRM system to track KPIs and compliance metrics
- Collaborate with portfolio managers on portfolio optimization
- Stay current on SEC/FINRA regulations and tax law changes
Qualifications
- Required: Series 65/66 or 7/66 license
- Required: 3+ years financial services experience
- Proven track record of AUM growth ($10M+ preferred)
- Bachelor's degree in Finance, Economics, or related field
- CFP or CFA designation highly desirable
- Exceptional presentation and communication skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Ability to thrive in fast-paced, tech-driven environment