Job Description
Join WealthForge Partners, a premier wealth management firm in Irvine, CA, and transform your financial expertise into life-changing client success. We're seeking a dynamic Senior Financial Advisor to build and nurture high-net-worth client relationships in one of America's most affluent communities.
Why WealthForge Partners?
- Industry-leading compensation structure with uncapped commission potential
- Comprehensive training and ongoing professional development
- Cut-edge technology platform and operational support
- Collaborative culture with top-tier financial professionals
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Manage investment portfolios exceeding $5M in assets under management
- Drive new business acquisition through targeted networking and referrals
- Conduct comprehensive financial planning including retirement, estate, and tax optimization
- Maintain FINRA Series 7 and 66/63 licenses and continuing education
- Leverage CRM system to track client interactions and pipeline
- Collaborate with internal partners (CPAs, attorneys) for integrated solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with high-net-worth clients
- Active FINRA Series 7 and 66/63 licenses
- Certified Financial Planner (CFP) designation preferred
- Proven track record of building and maintaining client relationships
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation skills
- Results-driven mindset with entrepreneurial spirit