Job Description
Join WealthLegacy Partners as a Senior Financial Advisor and transform your career in Bakersfield's thriving financial district. We're seeking a dynamic professional to build client portfolios, deliver investment strategies, and drive financial wellness across Kern County. Enjoy uncapped commission structures, comprehensive benefits, and continuous industry certifications. Work with cutting-edge Fintech platforms while serving diverse communities from agricultural families to business owners. Our collaborative culture rewards innovation and client-centric solutions.
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Manage $25M+ investment portfolios across equities, bonds, and alternatives
- Lead retirement planning, estate optimization, and risk mitigation strategies
- Drive client acquisition through local networking and digital marketing
- Maintain FINRA Series 7/66 certifications and compliance protocols
- Train junior advisors on proprietary wealth management systems
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years financial advisory experience with $10M+ AUM
- Active FINRA Series 7 & 66 licenses
- Proven track record in B2B client acquisition
- Advanced knowledge of CA tax laws and estate planning
- CFP or CFA designation preferred
- Exceptional presentation skills for executive-level clients