Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor and transform your expertise into meaningful client success stories in a remote-friendly environment. We're seeking a dynamic professional to build and manage high-net-worth portfolios while leveraging our cutting-edge digital platform. Enjoy hybrid flexibility with monthly in-person team collaboration in our Jersey City hub, comprehensive benefits, and uncapped earning potential. Your work will directly impact families and businesses achieving financial independence through personalized wealth strategies.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, tax, and estate strategies
- Cultivate and maintain relationships with high-net-worth clients through virtual and in-person meetings
- Analyze market trends and economic data to optimize portfolio performance
- Collaborate with cross-functional teams on complex wealth management solutions
- Maintain FINRA Series 7, 66, and state securities licenses
- Utilize CRM systems to track client interactions and business development metrics
- Lead financial literacy workshops for corporate and community partners
Qualifications
- 5+ years of financial advisory experience with high-net-worth clientele
- Active FINRA Series 7 and 66 licenses (or equivalent state certifications)
- CFP, CFA, or ChFC designation preferred
- Proven track record in portfolio management exceeding $50M AUM
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Ability to thrive in remote work environment with self-discipline
- Bachelor's degree in Finance, Economics, or related field