Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor in Oakland, CA and unlock elite earning potential in wealth management. We're seeking a driven professional to build high-net-worth client portfolios while leveraging our cutting-edge technology and comprehensive support system. Enjoy uncapped commission structures, industry-leading benefits, and a collaborative culture where your financial expertise thrives.
This role combines strategic wealth planning with client relationship mastery in California's dynamic economic hub. You'll deliver personalized financial solutions to executives, entrepreneurs, and affluent families while growing your practice with our proven marketing infrastructure.
Responsibilities
- Develop comprehensive financial plans including investment strategies, tax optimization, retirement planning, and estate management
- Cultivate and expand relationships with high-net-worth clients ($500k+ AUM)
- Conduct portfolio reviews and adjust strategies based on market conditions and client goals
- Collaborate with internal teams for seamless execution of complex financial solutions
- Drive business development through networking, referrals, and digital marketing initiatives
- Maintain FINRA Series 7/66/65 licenses and ongoing compliance education
Qualifications
- 5+ years of financial advisory experience with proven track record in wealth management
- Current FINRA Series 7, 66, and 65 licenses required
- CFPĀ® or CFA designation strongly preferred
- Demonstrated ability to build and maintain client portfolios exceeding $5M AUM
- Exceptional communication skills and ability to articulate complex financial concepts
- Experience with CRM platforms (e.g., Salesforce, Redtail) and financial planning software
- Strong network within Oakland's business and professional communities