Job Description
Join our elite team of financial advisors at Wealth Management Partners and transform clients' lives through comprehensive wealth planning. We're seeking a dynamic Senior Financial Advisor to build and nurture high-net-worth client relationships in Anaheim's thriving business district. Enjoy uncapped earning potential, industry-leading technology, and continuous professional development in a culture that rewards excellence.
Why Join Us?
ā¢ Industry-leading commission structure with 85% payout
ā¢ $10,000 annual continuing education stipend
ā¢ Premium health/dental/vision benefits
ā¢ Relocation assistance for top talent
Responsibilities
- Develop personalized financial strategies for HNW clients (avg. $500K+ AUM)
- Drive new business acquisition through targeted networking and referrals
- Conduct comprehensive portfolio reviews and risk assessments quarterly
- Lead advanced estate planning, tax optimization, and retirement planning initiatives
- Maintain FINRA Series 7/66 certifications and compliance excellence
- Mentor junior advisors to accelerate team growth
Qualifications
- 5+ years of financial advisory experience with proven HNW client base
- Active CFPĀ® or CFA designation preferred
- FINRA Series 7 & 66 licenses in good standing
- Track record of $1M+ annual production
- Advanced knowledge of investment vehicles (mutual funds, ETFs, alternatives)
- Exceptional presentation skills for executive-level client meetings
- Proven ability to build referral networks in Orange County