Job Description
Join our elite team at Wealth Management Partners and transform your financial expertise into exceptional client success. We're seeking a results-driven Senior Financial Advisor to serve high-net-worth individuals and families in the vibrant Oakland market. This premium role combines competitive compensation with uncapped earning potential through our industry-leading commission structure.
Our firm offers a collaborative culture, cutting-edge technology platforms, and comprehensive training programs designed to accelerate your career. You'll leverage our established client acquisition systems while building your personal brand in one of California's most dynamic economic hubs.
Responsibilities
- Develop comprehensive financial plans incorporating investments, retirement, estate planning, and tax strategies
- Cultivate and maintain relationships with high-net-worth clients (minimum $500k AUM)
- Drive business growth through strategic networking and referral generation
- Analyze market trends and economic indicators to optimize client portfolios
- Ensure strict compliance with FINRA regulations and company fiduciary standards
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- 5+ years of financial advisory experience with proven track record in client acquisition
- FINRA Series 7, 66 (or 63 & 65) licenses and current CFP designation
- Demonstrated ability to manage $10M+ investment portfolios
- Exceptional communication skills with experience presenting complex financial concepts
- Strong analytical background with proficiency in financial planning software
- Established network in Oakland's business and professional communities
- Record of exceeding sales targets and client satisfaction metrics