Job Description
Join WealthBridge Capital Partners as a Senior Financial Advisor and build your dream career in one of America's fastest-growing financial hubs. We're seeking elite professionals to transform lives through comprehensive wealth management strategies. Our Richmond-based firm offers unparalleled mentorship, cutting-edge technology platforms, and a client-first culture that rewards excellence. Enjoy a competitive base salary uncapped commission structure, comprehensive benefits, and quarterly performance bonuses. Work alongside industry leaders while maintaining work-life balance in Virginia's vibrant capital city.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients including investment portfolios, retirement strategies, and estate planning
- Cultivate and expand client relationships through proactive communication and exceptional service delivery
- Conduct in-depth market analysis to identify growth opportunities and optimize client portfolios
- Collaborate with cross-functional teams including tax specialists and attorneys for integrated solutions
- Maintain compliance with FINRA regulations and industry best practices
- Mentor junior advisors and contribute to firm-wide business development initiatives
Qualifications
- Series 7 and Series 66/63/65 licenses with active FINRA registration
- 5+ years of experience in financial services with proven track record of client acquisition
- CFPĀ® or CFA designation strongly preferred
- Demonstrated ability to manage portfolios exceeding $50M in AUM
- Exceptional communication skills with ability to articulate complex financial concepts
- Bachelor's degree in Finance, Economics, or related field
- Strong proficiency in CRM platforms and financial analysis tools