Job Description
Join WealthForge Capital, a premier wealth management firm in the heart of Silicon Valley, as a Senior Financial Advisor. We're seeking a dynamic professional to build and manage high-net-worth portfolios for tech executives and entrepreneurs in San Jose. Enjoy a competitive base salary with uncapped commission potential, comprehensive benefits, and a culture that rewards innovation and client-centric service.
Why WealthForge Capital?
• Industry-leading training and mentorship
• Cutting-edge wealth management technology
• Exclusive access to Silicon Valley's financial ecosystem
• Collaborative team environment with top-tier professionals
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients (HNWIs) including investment strategies, tax optimization, estate planning, and retirement solutions
- Build and maintain a robust client portfolio through strategic networking and referrals in San Jose's tech community
- Analyze market trends and economic indicators to provide actionable investment recommendations
- Collaborate with internal partners (tax attorneys, estate planners) to deliver integrated wealth solutions
- Stay current on SEC/FINRA regulations and compliance requirements
- Utilize CRM systems to track client interactions and portfolio performance
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- Minimum 5 years of experience in financial advisory, private banking, or wealth management
- FINRA Series 7, 66, and CA life/health insurance licenses
- Proven track record of managing HNW portfolios ($5M+ AUM)
- Exceptional communication and presentation skills for executive-level clients
- Strong analytical abilities with proficiency in financial planning software
- Network of Silicon Valley tech professionals (highly desirable)