Job Description
Join WealthForge Partners as a Senior Financial Advisor and transform your career in San Francisco's dynamic wealth management landscape. We're seeking elite professionals to build high-net-worth portfolios for tech executives, entrepreneurs, and legacy families. Our hybrid model combines cutting-edge fintech tools with personalized client relationships, offering uncapped commission potential and industry-leading benefits.
Why WealthForge? Top-quartile compensation structure, exclusive access to institutional investment platforms, and continuous CFP-certified training. Work from our premium downtown office or remotely while serving clients nationwide.
Responsibilities
- Develop comprehensive financial strategies for HNW clients ($5M+ AUM)
- Drive new business acquisition through executive networking and digital marketing
- Manage multi-asset portfolios with emphasis on alternative investments
- Lead client workshops on tax optimization, estate planning, and retirement strategies
- Mentor junior advisors and contribute to firm-wide R&D initiatives
- Leverage proprietary CRM and AI-driven analytics for client retention
Qualifications
- 7+ years financial advisory experience with $10M+ AUM track record
- Active CFP, CFA, or ChFC designation required
- Proven success in tech/entertainment verticals preferred
- Series 65 and state securities licenses (California)
- Advanced proficiency in portfolio management software
- Exceptional presentation skills for executive audiences
- Master's degree in Finance or related field