Job Description
Join our award-winning wealth management firm in Riverside, CA as a Senior Financial Advisor and elevate your career in the heart of Southern California's thriving financial district. We're seeking dynamic professionals to build high-net-worth client portfolios while enjoying industry-leading compensation packages and comprehensive benefits.
Our firm combines cutting-edge financial technology with personalized service, providing advisors with robust resources to deliver exceptional client outcomes. This role offers uncapped earning potential through performance-based bonuses and equity participation.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a client portfolio with minimum $5M AUM
- Drive revenue growth through strategic market penetration in Riverside County
- Utilize advanced portfolio management tools and AI-driven analytics
- Lead investment strategy sessions with C-suite executives and entrepreneurs
- Mentor junior advisors and contribute to firm-wide training initiatives
- Comply with SEC/FINRA regulations while implementing tax-optimized strategies
Qualifications
- 7+ years of experience in financial services with Series 65/66 licenses
- Proven track record managing $3M+ client portfolios
- CFA or CFP designation preferred
- Expertise in estate planning and wealth transfer strategies
- Strong network of affluent clients in Inland Empire region
- Advanced proficiency in CRM platforms (e.g., Salesforce, Wealthbox)
- Exceptional presentation skills for complex financial concepts
- Bachelor's degree in Finance, Economics, or related field