Job Description
Join WealthBridge Capital Partners, Seattle's premier wealth management firm, 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 our thriving downtown office. As a key member of our award-winning team, you'll leverage our proven systems and robust resources to deliver comprehensive financial planning, investment strategies, and legacy planning solutions. Enjoy uncapped earning potential, industry-leading training, and a culture that values innovation and client-centric excellence.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients covering investments, retirement, tax optimization, and estate planning
- Cultivate and expand client portfolio through strategic networking, referrals, and industry events
- Analyze market trends and regulatory changes to ensure compliance and capitalize on opportunities
- Collaborate with internal experts (tax, legal, portfolio managers) to deliver integrated solutions
- Maintain FINRA Series 7/66 or equivalent certifications and adhere to fiduciary standards
- Utilize CRM systems to track client interactions and business development metrics
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of experience in financial advisory or wealth management with high-net-worth clientele
- Active FINRA Series 7, 66, and state insurance licenses
- Proven track record of meeting/exceeding sales targets and client acquisition goals
- Exceptional communication skills with ability to translate complex concepts into actionable advice
- Strong analytical skills and proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Entrepreneurial mindset with demonstrated ability to build client relationships from scratch
- Professional designation (CFP, CFA, or ChFC) highly preferred