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 portfolios for discerning clients in Florida's vibrant economic hub. Enjoy uncapped commission potential, elite industry training, and a supportive culture that rewards excellence. Work from our waterfront office in downtown St. Petersburg while transforming lives through strategic financial planning.
Why WealthBridge? Industry-leading compensation, top-tier benefits, and access to proprietary investment platforms. Our advisors average 35% annual income growth through our client acquisition model.
Responsibilities
- Develop comprehensive financial plans for HNW clients with assets $500k+
- Cultivate and expand client network through strategic networking and referrals
- Analyze market trends to optimize investment portfolios and risk management
- Drive sales growth by achieving quarterly revenue targets ($150k+)
- Maintain FINRA Series 7/66 licenses and ongoing compliance
- Mentor junior advisors on client relationship best practices
Qualifications
- 5+ years of financial advisory experience with proven track record
- Valid FINRA Series 7 and 66 licenses (or equivalent)
- CFP or CFA designation preferred
- Strong network of high-net-worth individuals in Florida
- Expertise in estate planning, retirement strategies, and investment analysis
- Proven ability to exceed sales targets in competitive markets
- Exceptional communication skills for complex financial discussions