Job Description
Join Wealth Dynamics Partners, a premier wealth management firm in the heart of Oakland, as we expand our advisory team. We're seeking a dynamic Senior Financial Advisor to help clients achieve their financial dreams through personalized strategies. Enjoy a collaborative, tech-forward environment with uncapped earning potential and comprehensive benefits. If you're passionate about transforming lives through financial expertise, apply today!
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain strong client relationships through regular portfolio reviews and financial check-ins
- Analyze market trends to recommend optimal investment strategies aligned with client risk tolerance
- Drive business development through networking, referrals, and community engagement
- Maintain FINRA Series 7 and 66/63/65 licenses and stay current on regulatory changes
- Collaborate with internal teams on estate planning, tax optimization, and retirement solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 5+ years of experience in financial advisory with proven client acquisition track record
- Active FINRA Series 7 and 66/63/65 licenses
- Certified Financial Planner (CFP) designation required
- Exceptional communication skills with ability to explain complex concepts clearly
- Strong proficiency in financial planning software and CRM systems
- Demonstrated success in meeting/exceeding sales targets