Job Description
Join our elite team of financial advisors at Wealth Management Partners and transform your career in the heart of Silicon Valley. We're seeking a dynamic Senior Financial Advisor to serve high-net-worth clients in San Jose's thriving tech ecosystem. Enjoy uncapped earning potential, comprehensive benefits, and access to cutting-edge investment platforms. Our collaborative culture combines entrepreneurial freedom with institutional support, allowing you to build your book of business while providing life-changing financial strategies.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients ($500k+ AUM)
- Manage diversified investment portfolios including equities, bonds, and alternative assets
- Build and maintain client relationships through proactive communication and strategic reviews
- Collaborate with internal specialists (tax, estate, insurance) for holistic solutions
- Drive new business development through networking and referrals
- Stay current on market trends and regulatory changes (FINRA, SEC)
Qualifications
- 7+ years of financial advisory experience with high-net-worth clients
- FINRA Series 7, 66 (or 63/65) and state licenses required
- CFPĀ® or CFA designation strongly preferred
- Proven track record of exceeding sales targets ($1M+ AUM growth)
- Exceptional communication and presentation skills
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Bachelor's degree in Finance, Business, or related field