Job Description
Join WealthBridge Capital Partners, a premier wealth management firm in San Francisco, as a Senior Financial Advisor. We're seeking a dynamic professional to deliver personalized financial strategies to high-net-worth clients while embracing our remote-first culture. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional growth in a collaborative environment.
Responsibilities
- Develop comprehensive financial plans encompassing investments, retirement, estate planning, and risk management
- Cultivate and maintain relationships with 50+ high-net-worth clients (min. $500k AUM)
- Analyze market trends and economic indicators to optimize client portfolios
- Collaborate with internal teams on tax-efficient strategies and estate planning solutions
- Present complex financial concepts through clear, compelling client communications
- Drive business development through targeted networking and referral programs
Qualifications
- 7+ years of financial advisory experience with Series 65/66 and CFP certifications
- Proven track record managing $10M+ in client assets
- Exceptional analytical skills with expertise in portfolio construction
- Strong presentation skills with ability to simplify complex financial concepts
- Remote work proficiency using CRM and financial planning software
- BS/BA in Finance, Economics, or related field (MBA preferred)