Job Description
Join WealthBridge Capital Partners, a premier wealth management firm in St. Petersburg, FL, as we expand our elite advisory team. We're seeking a dynamic Senior Financial Advisor to guide high-net-worth clients toward financial freedom through personalized investment strategies, retirement planning, and legacy wealth solutions. Enjoy a competitive base salary with uncapped commission potential, comprehensive benefits, and a modern waterfront office with unparalleled Gulf views.
Why WealthBridge?
• Industry-leading compensation structure with 70% commission split
• $10K annual continuing education stipend
• Exclusive access to institutional investment platforms
• Client acquisition support and warm lead generation
• Flexible hybrid work environment
Responsibilities
- Develop comprehensive financial plans for clients with $500K+ portfolios
- Execute investment strategies across equities, bonds, alternatives, and real estate
- Lead client acquisition through networking and referral programs
- Conduct quarterly portfolio reviews and performance analysis
- Coordinate with tax/legal professionals for holistic wealth solutions
- Maintain FINRA Series 7/66 certifications and compliance adherence
- Mentor junior advisors on client relationship management
Qualifications
- 5+ years of financial advisory experience with high-net-worth clientele
- Active CFP or CFA designation preferred
- Proven track record of $1M+ AUM growth
- FINRA Series 7 & 66 licenses (required)
- Strong analytical skills and market acumen
- Exceptional communication and presentation abilities
- Bachelor's degree in Finance, Economics, or related field
- Experience with CRM platforms (Salesforce/Redtail)