Job Description
Join WealthForge Partners, a premier wealth management firm in San Francisco's Financial District, as we seek a dynamic Senior Financial Advisor to build high-net-worth portfolios. This role offers uncapped commission potential, comprehensive benefits, and access to institutional-grade investment platforms. Leverage our cutting-edge tech stack and exclusive client acquisition support to accelerate your earning potential. Enjoy a collaborative culture with industry-leading training and mentorship from top-performing advisors.
Responsibilities
- Develop comprehensive financial plans for HNW clients ($500k+ AUM)
- Drive client acquisition through strategic networking and referral programs
- Execute complex investment strategies across equities, bonds, and alternative assets
- Deliver quarterly portfolio reviews and tax optimization strategies
- Maintain FINRA Series 7/66 licenses and ongoing compliance training
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- 5+ years of experience in financial services or wealth management
- FINRA Series 7 & 66 certifications (active)
- Proven track record of $500k+ AUM acquisition and retention
- Bachelor's degree in Finance, Economics, or related field
- Exceptional communication skills and CFP designation preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong network of high-net-worth individuals in SF Bay Area