Job Description
Join WealthBridge Capital Partners as a Senior Financial Advisor and unlock your earning potential in Toledo's thriving financial district. We're seeking ambitious professionals to build high-net-worth portfolios for our exclusive clientele. Enjoy uncapped commissions, comprehensive benefits, and a prestigious platform to grow your career.
Our advisors average $125K+ annually with top performers exceeding $250K through our proven client acquisition system. You'll receive:
- Industry-leading training in behavioral finance & portfolio optimization
- Dedicated marketing budget for lead generation
- CEFP certification reimbursement
- Health/dental/vision + 401k match
Responsibilities
- Develop personalized financial plans for HNW clients ($500K+ AUM)
- Execute investment strategies across equities, bonds, and alternative assets
- Lead client acquisition through referral networks & digital outreach
- Conduct quarterly portfolio reviews & risk assessments
- Maintain FINRA Series 7/66 licenses with ongoing compliance
- Mentor junior advisors on client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years experience in wealth management or financial planning
- FINRA Series 7/66 or SIE/65 certifications
- Proven track record of $3M+ AUM management
- Exceptional communication & presentation skills
- CFP or CFA designation preferred
- Ohio state securities license (CRD# pending)