Job Description
Join our elite team of wealth strategists at Wealth Management Partners, where your financial expertise transforms lives. As a Senior Financial Advisor in Riverside's thriving business hub, you'll build personalized wealth management solutions for high-net-worth clients while enjoying uncapped earning potential and premium benefits. Our culture combines cutting-edge fintech tools with personalized mentorship to accelerate your career trajectory.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, tax optimization, and estate planning
- Cultivate and maintain relationships with HNW clients through personalized wealth strategies
- Analyze market trends and economic indicators to provide actionable investment advice
- Collaborate with internal teams to deliver seamless client experiences across service lines
- Maintain FINRA Series 7/66/63 licenses and compliance with SEC regulations
- Lead financial literacy workshops for the Riverside community
Qualifications
- 5+ years of financial advisory experience with proven track record managing $10M+ AUM
- FINRA Series 7, 66, and 63 licenses (or ability to obtain immediately)
- CFP or CFA designation strongly preferred
- Exceptional communication skills with ability to articulate complex concepts
- Proven success in client acquisition and retention within Southern California
- Bachelor's degree in Finance, Economics, or related field
- Experience with wealth management platforms (e.g., Envestnet, Orion)