Job Description
Join WealthBridge Partners, Riverside's premier wealth management firm, as a Senior Financial Advisor. We're seeking ambitious professionals to build high-net-worth portfolios in California's fastest-growing financial hub. Enjoy uncapped commission potential, premium client acquisition resources, and industry-leading training programs. Your expertise will directly shape the financial futures of affluent clients while achieving personal income milestones.
Our Riverside office offers a collaborative environment with flexible scheduling and comprehensive benefits. This role combines strategic financial planning with relationship-driven wealth management, perfect for advisors seeking both financial rewards and professional fulfillment in Southern California's dynamic market.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients in Riverside and surrounding areas
- Manage investment portfolios exceeding $1M in assets across diverse asset classes
- Execute client acquisition strategies through networking, referrals, and digital marketing
- Provide retirement planning, tax optimization, and estate planning solutions
- Maintain compliance with FINRA regulations and SEC guidelines
- Leverage CRM systems to track client relationships and business development
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- FINRA Series 7, 66, and state insurance licenses (CA)
- 5+ years of financial advisory experience with HNW clientele
- CFA or CFP designation strongly preferred
- Proven track record of meeting/exceeding revenue targets
- Exceptional communication skills and presentation abilities
- Deep knowledge of California's financial landscape and tax regulations
- Experience with financial planning software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Economics, or related field