Job Description
Join WealthBridge Capital Partners as a Senior Financial Advisor in Stockton, CA and elevate your career in wealth management. We're seeking a dynamic professional to build high-net-worth client portfolios while driving financial independence for our diverse community. Enjoy uncapped commission potential, comprehensive benefits, and a culture of continuous growth.
Why WealthBridge?
ā¢ Industry-leading training programs
ā¢ Cutting-edge financial planning tools
ā¢ Collaborative team environment
ā¢ Performance-based bonuses up to 40% of commissions
Responsibilities
- Develop comprehensive financial plans for HNW clients (avg. $500K+ AUM)
- Execute investment strategies across equities, bonds, and alternative assets
- Build and maintain client relationships through quarterly portfolio reviews
- Ensure compliance with FINRA/SEC regulations and fiduciary standards
- Drive new business acquisition through networking and referrals
- Mentor junior advisors on wealth management best practices
- Utilize CRM systems to track client goals and performance metrics
Qualifications
- 7+ years of financial advisory experience with FINRA Series 7/66 licenses
- Proven track record of $3M+ AUM management
- CFPĀ® or CFA designation preferred
- Expertise in retirement planning, tax optimization, and estate strategies
- Strong presentation skills for client education workshops
- Experience with financial planning software (MoneyGuidePro, eMoney)
- BA/BS in Finance, Economics, or related field
- California state insurance license (Life/Health)