Job Description
Join our elite team at Wealth Management Partners and transform your career in finance. As a premier advisory firm in Los Angeles, we empower clients to achieve financial freedom through personalized wealth strategies. We're seeking a dynamic Senior Financial Advisor to build lasting client relationships while enjoying industry-leading compensation and growth opportunities. Our collaborative culture combines cutting-edge fintech tools with personalized mentorship to accelerate your success. Why join us? Comprehensive benefits, uncapped earning potential, and access to high-net-worth clients across Southern California. Apply today to start your journey toward financial excellence.
Responsibilities
- Develop customized financial plans for high-net-worth individuals and families
- Cultivate and expand client portfolio through strategic networking and referrals
- Analyze market trends to optimize investment portfolios and risk management
- Deliver quarterly financial reviews and proactive portfolio adjustments
- Collaborate with tax and estate planning specialists for holistic solutions
- Maintain FINRA Series 7/66 certifications and ongoing CE credits
- Mentor junior advisors while achieving quarterly KPIs
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with high-net-worth clients
- Active FINRA Series 7, 66, and state insurance licenses
- Proven track record of exceeding sales targets ($500K+ AUM annually)
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional presentation skills for complex financial concepts
- CFA or CFP designation strongly preferred
- Unrestricted ability to work in the United States