Job Description
Join WealthForge Partners, an award-winning wealth management firm, as a Senior Financial Advisor in our Oakland office. We're seeking a dynamic professional to build client relationships, deliver comprehensive financial planning, and drive business growth in the thriving Bay Area market. Enjoy uncapped commission potential, industry-leading training, and a collaborative culture that values innovation and client success.
Why WealthForge?
• Competitive base salary + performance bonuses
• Comprehensive benefits package (401k, health insurance, CE credits)
• Cutting-edge financial planning tools
• Mentorship from industry veterans
• Flexible hybrid work environment
Responsibilities
- Develop and execute personalized financial strategies for high-net-worth clients
- Build and maintain robust client referral networks through community engagement
- Conduct comprehensive portfolio reviews and risk assessments
- Present complex financial concepts using clear, client-centric language
- Collaborate with internal teams to deliver integrated wealth solutions
- Stay current on market trends and regulatory changes (FINRA, SEC)
- Mentor junior advisors to grow firm expertise
Qualifications
- 5+ years of financial advisory experience with FINRA Series 7/66 licenses
- Proven track record of client acquisition and retention
- CFP or CFA designation preferred
- Strong analytical and presentation skills
- Experience with CRM platforms (Salesforce, Redtail)
- Bachelor's degree in Finance, Business, or related field
- Exceptional communication and relationship-building abilities
- CA resident with deep understanding of Bay Area market dynamics