Job Description
Join the elite team at Pacific Heights Wealth Partners, a leading boutique firm specializing in high-net-worth portfolio management and estate planning. We are looking for a motivated, results-oriented Financial Advisor to join our San Francisco office. This is a unique opportunity to work in a high-paying environment where your performance directly dictates your income potential.
We offer a comprehensive compensation package including a competitive base salary, performance-based bonuses, and a lucrative commission structure. If you possess the drive to succeed and the expertise to manage complex client portfolios, we want to hear from you.
Responsibilities
- Develop and maintain deep relationships with high-net-worth clients to understand their financial goals and risk tolerance.
- Provide expert financial planning advice, including retirement, tax, estate, and investment strategies.
- Manage and grow a robust book of business through proactive prospecting and networking.
- Execute trades and manage investment portfolios in compliance with firm policies and regulatory requirements.
- Conduct regular portfolio reviews and market analysis to optimize client returns.
- Collaborate with internal teams to provide seamless service and access to alternative investments.
Qualifications
- Series 7, Series 66 (or Series 24) license required; CFP certification is highly preferred.
- Minimum of 3-5 years of experience in financial advisory or wealth management.
- Proven track record of meeting or exceeding sales targets and financial goals.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent verbal and written communication skills with a client-first approach.
- Ability to work independently and manage a diverse portfolio of clients effectively.