Job Description
Join WealthForge Partners, a premier wealth management firm in Oakland, CA, as a Senior Financial Advisor. We're seeking dynamic professionals to build high-net-worth portfolios for elite clients. Enjoy uncapped earning potential, industry-leading training, and a collaborative culture that rewards excellence. Our advisors average 25% YoY growth with comprehensive benefits including 401(k) matching and profit sharing.
Responsibilities
- Develop customized financial strategies for HNW clients ($500k+ AUM)
- Drive new client acquisition through targeted networking and referrals
- Conduct comprehensive portfolio reviews and rebalancing quarterly
- Lead complex retirement planning and estate optimization strategies
- Maintain FINRA Series 7/66 certifications and ongoing education
- Leverage CRM systems to track client engagement and pipeline
- Collaborate with investment committee on asset allocation decisions
Qualifications
- 5+ years experience in financial services with proven AUM growth
- FINRA Series 7/66 licenses (active in good standing)
- CFP or CFA designation preferred
- Track record of exceeding $1M annual production
- Expertise in tax-efficient investment strategies
- Exceptional presentation and negotiation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong local network in Bay Area business community