Job Description
Join WealthForge Capital Partners, a premier wealth management firm in Silicon Valley, as a Senior Financial Advisor. We're seeking a driven professional to build and manage high-net-worth portfolios for tech executives and entrepreneurs in San Jose's thriving innovation ecosystem. Enjoy uncapped commission potential, comprehensive benefits, and a culture of continuous growth in one of America's wealthiest markets.
Responsibilities
- Develop and execute comprehensive financial plans for HNW clients ($1M+ AUM)
- Build and maintain relationships with tech industry professionals and entrepreneurs
- Design customized investment portfolios focusing on equities, alternatives, and tax optimization
- Lead client acquisition through networking and strategic partnerships
- Stay current on fintech trends and regulatory changes affecting wealth management
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- 7+ years of financial advisory experience with HNW clientele
- CFP, CFA, or ChFC designation required
- Proven track record in tech sector wealth management
- Series 7, 66, and CA insurance licenses
- Strong network within Silicon Valley's tech community
- Exceptional presentation and communication skills
- Ability to manage complex portfolios with multi-million dollar AUM