Job Description
We're seeking a dynamic Senior Financial Advisor to join our award-winning team in Oakland. At WealthForge Partners, we empower clients to achieve financial independence through personalized wealth management strategies. You'll work with high-net-worth individuals and families to build comprehensive financial plans, optimize investment portfolios, and navigate complex market conditions. Our collaborative culture offers continuous training, cutting-edge technology, and a commission structure that rewards excellence. Join us in transforming lives through financial expertise.
Responsibilities
- Develop and implement customized financial plans for 50+ high-net-worth clients
- Manage investment portfolios across equities, bonds, and alternative assets
- Conduct comprehensive risk analysis and retirement planning sessions
- Build and nurture client relationships through quarterly reviews and proactive communication
- Collaborate with tax and legal professionals to create holistic solutions
- Mentor junior advisors while maintaining personal production targets
- Stay current on market trends and regulatory changes affecting clients
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of experience in financial planning or wealth management
- FINRA Series 7, 66 (or 63/65) and state insurance licenses
- Proven track record of client acquisition and retention
- Strong analytical skills with proficiency in financial planning software
- Exceptional communication and presentation abilities
- Certificate in Financial Planning (CFP) designation strongly preferred