Job Description
Join WealthBridge Partners, a premier wealth management firm in Manhattan, as a Senior Financial Advisor. We're seeking a dynamic professional to build and manage high-net-worth client portfolios in New York's competitive financial landscape. This direct hire role offers uncapped earning potential, comprehensive benefits, and a collaborative environment focused on client success.
Our advisors enjoy:
- Competitive commission structure with performance bonuses
- Full suite of institutional research tools
- Continuing education stipend
- Health/dental/vision insurance
- 401(k) with company match
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage $50M+ investment portfolios across equities, bonds, and alternatives
- Drive new client acquisition through targeted networking and referrals
- Conduct quarterly portfolio reviews and market analysis sessions
- Collaborate with tax and estate planning specialists
- Maintain FINRA Series 7/66/63 certifications
- Utilize CRM system to track client interactions and pipeline
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with high-net-worth clients
- FINRA Series 7, 66, and 63 licenses (active)
- Proven track record of $20M+ AUM management
- Strong presentation skills for client meetings and seminars
- Experience with portfolio management software (e.g., Orion, Envestnet)
- CFP or CFA designation preferred