Job Description
Join our elite team of financial advisors in Riverside, CA and transform lives through strategic wealth management. We're seeking driven professionals to build high-net-worth client portfolios while earning industry-leading compensation. Enjoy uncapped earning potential, comprehensive benefits, and continuous professional development in a collaborative, results-driven environment.
Responsibilities
- Develop personalized financial plans for high-net-worth clients covering investments, retirement, and estate planning
- Cultivate and expand client relationships through proactive outreach and exceptional service
- Analyze market trends and economic data to optimize portfolio performance
- Lead client meetings and financial strategy workshops
- Maintain FINRA Series 7/66 licenses and ongoing compliance
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years experience in financial advisory or wealth management
- FINRA Series 7 and 66 licenses (active)
- Proven track record of managing $50M+ client portfolios
- Strong analytical skills with CFP or CFA designation preferred
- Exceptional communication and presentation abilities
- Experience with CRM platforms (e.g., Salesforce, Redtail)