Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor and transform your career in Oakland's thriving financial hub. We're seeking passionate professionals to build lasting client relationships while delivering comprehensive wealth management solutions. Enjoy a competitive compensation structure, industry-leading training, and a collaborative environment that values innovation and client-centricity. Why WealthBridge?
- Uncapped commission potential with quarterly bonuses
- Comprehensive health/dental/vision benefits
- 401(k) with 5% employer match
- Annual professional development stipend
- Hybrid work flexibility (3 days office/2 remote)
Responsibilities
- Develop personalized financial plans covering investments, retirement, tax strategies, and estate planning
- Acquire and retain high-net-worth clients through targeted networking and referrals
- Analyze market trends and portfolio performance to optimize client investment strategies
- Comply with FINRA regulations and maintain fiduciary standards in all client interactions
- Collaborate with internal team members (tax specialists, estate attorneys) for integrated solutions
- Utilize CRM systems to track client relationships and pipeline management
- Present quarterly portfolio reviews and financial plan adjustments to clients
Qualifications
- Series 7 & Series 66/65 licenses (or ability to obtain within 90 days)
- Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation
- 5+ years experience in financial services or wealth management
- Proven track record of building and maintaining client portfolios
- Bachelor's degree in Finance, Economics, or related field
- Exceptional communication and presentation skills
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Bay Area market familiarity and professional network preferred