Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor and transform your career in one of America's fastest-growing financial hubs. We're seeking passionate professionals to build client portfolios while receiving industry-leading training, state-of-the-art technology, and a supportive culture that prioritizes your growth. Our San Antonio office combines the energy of a dynamic financial center with Texas's renowned business-friendly environment.
Why WealthBridge?
- Comprehensive mentorship program with CFP® certified advisors
- Proprietary client acquisition system with warm leads
- Full suite of financial products (investments, insurance, estate planning)
- Flexible hybrid work model
- Health, dental, and 401(k) matching
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain 50+ client relationships through strategic networking
- Analyze market trends and recommend investment strategies
- Present complex financial concepts to diverse client demographics
- Collaborate with legal/tax professionals for holistic solutions
- Meet/exceed quarterly revenue targets through cross-selling
- Maintain FINRA Series 7/66 certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience
- Active Series 7, 66, and state insurance licenses
- Proven track record of client acquisition and retention
- Advanced proficiency in financial planning software
- Strong presentation and negotiation skills
- CFP® designation preferred
- Bilingual (English/Spanish) highly valued