Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor in Oakland's thriving financial district. We're seeking elite professionals to build high-net-worth client portfolios while enjoying unmatched support from our C-suite, cutting-edge tech stack, and referral pipeline. This role offers uncapped earning potential in one of America's most vibrant markets.
Why WealthBridge?
- Top-decile compensation structure with guaranteed draw
- Exclusive access to institutional investment platforms
- CE reimbursement + executive coaching program
- Hybrid work model with premier downtown office
- Fast-track to partnership track
Responsibilities
- Develop comprehensive financial plans for HNW clients ($500k+ AUM)
- Execute investment strategies across equities, bonds, and alternatives
- Cultivate C-suite executive and entrepreneur client relationships
- Lead multi-generated wealth transfer planning initiatives
- Collaborate with internal tax and legal specialists
- Drive new client acquisition through our referral network
- Maintain FINRA Series 7/66/63 certifications
Qualifications
- 5+ years experience in financial advisory with $50M+ AUM
- FINRA Series 7/66/63 licenses (or ability to obtain immediately)
- Proven track record in HNW client acquisition and retention
- CFP or CFA designation preferred
- Exceptional presentation and communication skills
- Strong network of Bay Area professionals
- Proficiency in financial planning software (e.g., MoneyGuidePro)