Job Description
Join WealthBridge Partners in sunny St. Petersburg, FL, and transform your career in financial advising! We're seeking a dynamic Senior Financial Advisor to join our elite team serving high-net-worth clients across Florida's vibrant Gulf Coast. Enjoy competitive compensation, comprehensive benefits, and unparalleled growth opportunities in one of America's most livable cities. Our award-winning firm combines cutting-edge technology with personalized service to deliver exceptional financial solutions.
Responsibilities
- Develop comprehensive financial plans for clients including investment strategies, retirement planning, and tax optimization
- Cultivate and expand client relationships through proactive outreach and exceptional service
- Analyze market trends and economic data to provide informed investment recommendations
- Collaborate with cross-functional teams to deliver holistic wealth management solutions
- Maintain FINRA Series 7 and 66/63/65 licenses with ongoing compliance training
- Leverage CRM systems to track client portfolios and performance metrics
- Represent WealthBridge at community networking events and industry conferences
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFP preferred)
- Minimum 5 years of financial advising experience with proven client acquisition success
- Active FINRA Series 7 and 66/63/65 licenses in good standing
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities for diverse client audiences
- Proven track record of meeting/exceeding revenue targets
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Fluency in Spanish highly desirable for serving diverse clientele