Job Description
Join WealthFirst Partners, a premier financial advisory firm in San Francisco's thriving Financial District, as we seek a dynamic Senior Financial Advisor to build and manage high-net-worth client portfolios. This direct-hire opportunity offers an unparalleled platform to leverage your expertise in wealth management while enjoying a competitive base salary, uncapped commission structure, and comprehensive benefits package. Our collaborative culture combines cutting-edge fintech solutions with personalized client service, creating an environment where top advisors thrive and grow their practice.
As a key member of our advisory team, you'll work closely with clients to develop comprehensive financial strategies encompassing investment management, retirement planning, tax optimization, and estate preservation. We provide robust institutional support, including advanced analytical tools, compliance assistance, and ongoing professional development through our partnership with CFP Board and FINRA. If you're passionate about transforming lives through financial expertise and ready to elevate your career in one of the world's most vibrant financial markets, we invite you to apply today.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth individuals and families
- Manage diversified investment portfolios exceeding $50M in AUM
- Conduct comprehensive financial analysis including cash flow modeling, retirement projections, and risk assessment
- Build and maintain long-term client relationships through regular portfolio reviews and strategic consultations
- Collaborate with internal specialists (tax attorneys, estate planners) to deliver integrated solutions
- Stay current on market trends, regulatory changes, and emerging investment vehicles
- Participate in business development activities including networking and client referrals
Qualifications
- 7+ years of progressive experience in financial advisory or wealth management
- CFP, CFA, or ChFC designation required (or willingness to obtain within 12 months)
- Proven track record of managing $30M+ in assets under management
- Series 7 and 66/63/65 licenses in good standing
- Exceptional communication skills with ability to articulate complex financial concepts
- Strong analytical capabilities with proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Bachelor's degree in Finance, Economics, or related field (advanced degree preferred)
- Experience serving diverse client demographics in urban markets