Job Description
Join our elite team at WealthBridge Financial Partners in Irvine, CA and transform your career in wealth management. We're seeking a dynamic Senior Financial Advisor to help high-net-worth clients navigate complex financial landscapes. With 20+ years of industry leadership, we combine cutting-edge technology with personalized service to deliver exceptional results. Enjoy a collaborative environment with dedicated mentorship, comprehensive benefits, and unlimited earning potential. Your expertise will directly impact client futures while building your own legacy in one of America's wealthiest communities.
Responsibilities
- Develop comprehensive financial plans incorporating investments, retirement, estate planning, and tax strategies
- Build and maintain relationships with HNW clients through proactive portfolio management and market insights
- Drive new client acquisition through targeted networking and strategic partnerships
- Stay current on SEC/FINRA regulations and implement compliance best practices
- Leverage our proprietary CRM and analytics platform to optimize client outcomes
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- Series 7 and 66/65 licenses (or ability to obtain within 90 days)
- 3+ years proven experience in financial advisory with $50M+ AUM track record
- CFP or CFA designation strongly preferred
- Exceptional presentation skills and ability to translate complex concepts
- Proven success in client acquisition and retention
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Bachelor's degree in Finance, Economics, or related field