Job Description
Join WealthForge Financial Group's prestigious Oakland team as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships, deliver personalized financial solutions, and drive growth in one of California's most vibrant markets. Enjoy uncapped earning potential, comprehensive training, and a culture that values innovation and client-centric excellence.
Why WealthForge?
- Industry-leading commission structure with 40%+ payout
- Exclusive access to proprietary investment platforms
- Continuing education stipend and CFA/CFP support
- Modern downtown Oakland office with skyline views
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, insurance, and tax strategies
- Cultivate and expand high-net-worth client portfolio through targeted outreachAnalyze market trends and economic indicators to optimize client portfolios
- Ensure strict compliance with FINRA regulations and SEC guidelines
- Mentor junior advisors and contribute to team growth initiatives
- Leverage CRM systems for client relationship management and pipeline tracking
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA/CFP preferred)
- 5+ years of financial advisory experience with proven track record
- FINRA Series 7 and 66/65/63 licenses (required)
- Exceptional presentation and negotiation skills
- Strong analytical abilities with data-driven decision making
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)
- Ability to maintain FINRA compliance in all client interactions