Job Description
Join WealthForge Financial Partners as a Senior Financial Advisor and transform your career in one of California's most dynamic financial hubs. We're seeking elite professionals to build high-net-worth portfolios for affluent clients in the Inland Empire. Our comprehensive compensation structure includes uncapped commissions, performance bonuses, and equity opportunities. Work from our state-of-the-art Riverside office with hybrid flexibility and access to proprietary AI-driven wealth management tools.
We provide industry-leading training, CE sponsorship, and a full suite of benefits including 401(k) matching and health insurance. Ideal candidates will leverage our established client acquisition systems while building their personal brand in the $150M+ assets under management market.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth individuals and families
- Manage investment portfolios exceeding $5M in assets across diverse asset classes
- Drive client acquisition through strategic networking and referral programs
- Conduct quarterly portfolio reviews and proactive risk assessments
- Collaborate with tax and legal professionals for integrated wealth solutions
- Maintain FINRA Series 7/66/63 licenses and ongoing CE compliance
- Mentor junior advisors while achieving quarterly revenue targets
Qualifications
- 5+ years of experience in financial services with proven track record in wealth management
- Current FINRA Series 7/66/63 licenses (or ability to obtain within 90 days)
- CFP or CFA designation strongly preferred
- Minimum $3M AUM or equivalent production history
- Exceptional presentation skills and client relationship expertise
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Bachelor's degree in Finance, Economics, or related field
- Established network in Riverside County's business community