Job Description
Join Wealth Management Partners in San Jose, CA as a Senior Financial Advisor and elevate your career in the heart of Silicon Valley's thriving financial landscape. We're seeking dynamic professionals to build high-net-worth client portfolios while enjoying industry-leading compensation and comprehensive benefits.
As a key member of our advisory team, you'll leverage cutting-edge fintech tools and exclusive institutional partnerships to deliver personalized wealth management solutions. This hybrid role offers flexible scheduling with 3 office days/week and unlimited remote work potential.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients ($1M+ AUM)
- Execute investment strategies across equities, bonds, and alternative assets
- Build and maintain client relationships through quarterly portfolio reviews
- Collaborate with tax and legal specialists for holistic wealth solutions
- Drive new business acquisition through networking and referrals
- Utilize Salesforce CRM for client management and reporting
Qualifications
- 7+ years of financial advisory experience with Series 65/66 licenses
- CFP or CFA designation required
- Proven track record managing $50M+ AUM
- Exceptional communication and presentation skills
- Experience with portfolio management platforms (e.g., Envestnet, Orion)
- Bachelor's degree in Finance, Economics, or related field
- Strong understanding of California tax regulations