Job Description
Join WealthBridge Partners, a premier wealth management firm in Anaheim, CA, as a Senior Financial Advisor. We're seeking ambitious professionals to build high-net-worth portfolios for affluent clients in Southern California. Enjoy competitive base compensation, uncapped commissions, and comprehensive benefits while transforming financial futures.
Why WealthBridge? We provide exclusive access to institutional investment platforms, continuous CE funding, and a client acquisition budget. Our advisors average 25% YoY growth through our proprietary client acquisition system.
Responsibilities
- Develop and execute comprehensive financial plans for HNW clients ($500k+ AUM)
- Drive new business acquisition through strategic networking and referrals
- Manage investment portfolios across equities, bonds, and alternative assets
- Present quarterly portfolio reviews and market outlooks to clients
- Collaborate with tax and legal specialists for holistic wealth solutions
- Maintain FINRA Series 7/66/63 certifications and ongoing compliance
Qualifications
- 5+ years experience in financial services with $10M+ AUM track record
- Active Series 7, 66, and 63 licenses (CA residents required)
- Proven success in HNW client acquisition and retention
- CFP or CFA designation strongly preferred
- Exceptional presentation skills and financial modeling expertise
- Experience with CRM platforms (Salesforce preferred)
- Bachelor's degree in Finance, Economics, or related field