Job Description
Join WealthForge Advisory Group's elite team in San Jose's thriving financial district and accelerate your career as a Senior Financial Advisor. We're seeking ambitious professionals to build high-net-worth portfolios for tech executives and entrepreneurs in Silicon Valley. Enjoy uncapped commission structures, premium client acquisition support, and industry-leading training programs. Our culture combines entrepreneurial drive with institutional resources to help you achieve your financial goals.
Why WealthForge?
- Top-tier benefits package including 401(k) match
- Exclusive access to institutional research platforms
- Relocation assistance for top candidates
- Hybrid work model with downtown office presence
Responsibilities
- Develop comprehensive financial strategies for HNW clients (min. $500k AUM)
- Drive new business acquisition through targeted networking events
- Manage investment portfolios across equities, bonds, and alternative assets
- Ensure strict compliance with FINRA/SEC regulations
- Leverage proprietary CRM system for client lifecycle management
- Collaborate with tax and estate planning specialists
- Present quarterly portfolio reviews and market outlooks
Qualifications
- Certified Financial Planner (CFP) or CFA designation required
- 5+ years experience in wealth management or private banking
- Proven track record of building $10M+ AUM
- Series 7, 66, and state insurance licenses
- Exceptional presentation skills for executive client meetings
- Advanced proficiency in portfolio management software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Economics, or related field