Job Description
Join WealthForge Partners as a Senior Financial Advisor and transform your expertise into meaningful client relationships. We're seeking a dynamic, client-centric professional to build and manage a diverse portfolio of high-net-worth individuals and families in the vibrant San Jose market. Enjoy our fully remote-friendly culture while making a tangible impact on clients' financial futures through strategic planning and investment management.
As a cornerstone of our advisory team, you'll leverage cutting-edge technology and collaborative resources to deliver personalized wealth solutions. This hybrid role offers the flexibility of remote work with optional access to our state-of-the-art downtown San Jose office.
Responsibilities
- Develop and implement comprehensive financial plans encompassing investments, retirement, estate planning, and tax strategies
- Build and maintain deep client relationships through regular portfolio reviews and proactive financial guidance
- Analyze market trends and economic indicators to optimize investment portfolios for diverse client needs
- Collaborate with internal specialists (tax, legal, estate) to deliver holistic wealth management solutions
- Drive business growth through targeted networking, referrals, and community engagement in the Bay Area
- Maintain strict compliance with FINRA regulations and internal fiduciary standards
Qualifications
- 7+ years of financial advisory experience with proven track record managing $10M+ client portfolios
- Active CFP, CFA, or ChFC designation required (CFP strongly preferred)
- FINRA Series 7, 66 (or 63/65) certifications in good standing
- Exceptional communication skills with ability to translate complex financial concepts into actionable advice
- Proven success in developing and executing client acquisition strategies
- Strong analytical capabilities with proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- BA/BS in Finance, Economics, or related field (MBA or advanced degree a plus)