Job Description
Join WealthForge Partners, a premier wealth management firm in San Francisco's Financial District. We're seeking a Senior Financial Advisor to build high-net-worth client portfolios while earning uncapped commission potential. Enjoy competitive benefits, continuing education stipends, and a collaborative culture focused on client success and professional growth.
Responsibilities
- Develop comprehensive financial plans for HNW clients ($1M+ AUM)
- Execute investment strategies across equities, bonds, and alternative assets
- Lead client acquisition through networking and referrals
- Manage portfolio rebalancing and tax optimization strategies
- Present quarterly performance reviews to client advisory boards
- Mentor junior advisors on compliance protocols
- Drive business development through community partnerships
Qualifications
- 7+ years in financial planning/advisory roles
- CFP, CFA, or ChFC designation required
- Series 65/66 and state insurance licenses
- Proven track record with HNW client acquisition
- Advanced knowledge of estate planning and tax strategies
- Strong presentation skills with executive experience
- BS/BA in Finance, Economics, or related field
- FINRA compliance certification preferred