Job Description
Join WealthBridge Capital Partners as a Senior Financial Advisor and transform your career in the heart of Anaheim's thriving financial district. We're seeking dynamic professionals to build high-net-worth client portfolios while earning industry-leading compensation. Our boutique firm combines cutting-edge technology with personalized wealth management strategies, offering unparalleled support for elite advisors. Benefit from our established referral network, comprehensive training programs, and partnership opportunities with industry leaders. Work in our modern Anaheim office with flexible hybrid options while serving clients across Orange County and Southern California.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients ($500k+ AUM)
- Cultivate and expand client relationships through strategic networking and referrals
- Analyze market trends to optimize investment portfolios across equities, bonds, and alternative assets
- Coordinate with tax and legal professionals to implement holistic wealth strategies
- Maintain FINRA Series 7, 66, and state insurance licenses with ongoing compliance
- Leverage our proprietary CRM system to track client goals and performance metrics
- Present quarterly portfolio reviews and financial plan adjustments to clients
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of experience in financial services with proven AUM growth track record
- Active FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- Exceptional presentation skills with ability to articulate complex financial concepts
- Strong network of high-net-worth individuals or ability to rapidly develop one
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- FINRA Series 65 license or ability to obtain within 6 months
- Record of exceeding sales targets in previous advisory roles