Job Description
Join WealthCraft Financial Partners, an award-winning wealth management firm in Irvine's prestigious business district. We're seeking a dynamic Senior Financial Advisor to join our elite team serving high-net-worth clients in Southern California. This role offers uncapped earning potential, comprehensive training, and a supportive environment where your expertise directly impacts clients' financial futures. Our advisors enjoy a 401(k) match, profit-sharing, and access to cutting-edge financial planning tools.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through personalized wealth management strategies
- Analyze market trends and investment opportunities to optimize portfolio performance
- Collaborate with estate planning and tax professionals for holistic solutions
- Conduct regular portfolio reviews and adjust strategies based on life events
- Represent WealthCraft at community events and industry conferences
Qualifications
- FINRA Series 7, 66, and CA life/health insurance licenses required
- Minimum 3 years of financial advisory experience with HNW clients
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Proven track record of meeting or exceeding sales targets
- Exceptional communication and presentation skills
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)