Job Description
Join WealthBridge Partners, a premier wealth management firm in St. Petersburg, FL, as a Senior Financial Advisor. We're seeking dynamic professionals to build high-net-worth client portfolios in Florida's vibrant financial hub. Enjoy uncapped commission potential, comprehensive benefits, and a culture that rewards excellence.
Why WealthBridge?
- Industry-leading training and mentorship
- Exclusive access to institutional investment platforms
- Referral network of affluent clients
- Hybrid work model with downtown office
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through personalized wealth management strategies
- Drive new business acquisition through networking and referrals
- Present complex investment solutions using proprietary analytics tools
- Collaborate with tax and legal professionals for holistic client solutions
- Maintain FINRA Series 7/66/63 licenses
Qualifications
- 5+ years of financial advisory experience with high-net-worth clientele
- FINRA Series 7/66/63 licenses (required)
- CFP or CFA designation preferred
- Proven track record of exceeding sales targets
- Strong understanding of estate planning and tax strategies
- Exceptional presentation and relationship management skills
- Ability to work independently while collaborating with cross-functional teams