Job Description
Join WealthForge Partners as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic, remote-first professional to serve high-net-worth clients in the San Francisco Bay Area. Enjoy unparalleled flexibility with our hybrid work model while building meaningful client relationships in one of the world's most vibrant financial hubs.
Why WealthForge? Our award-winning firm combines cutting-edge technology with personalized service to deliver exceptional results. As part of our elite team, you'll receive industry-leading training, comprehensive benefits, and a collaborative culture that values innovation and client-centric solutions.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, estate planning, and tax optimization
- Cultivate and maintain long-term relationships with HNW clients (avg. $2M+ AUM)
- Leverage our proprietary digital platform for seamless client interactions and portfolio management
- Conduct virtual and in-person client meetings (2-4 days/month in SF)
- Collaborate with cross-functional teams (tax, legal, estate planning)
- Stay current on market trends and regulatory changes
- Mentor junior advisors and contribute to firm-wide innovation initiatives
Qualifications
- 7+ years of financial advisory experience with proven client acquisition/retention record
- CFP, CFA, or CFA designation strongly preferred
- Exceptional communication skills with ability to translate complex concepts
- Experience with CRM platforms (e.g., Salesforce, WealthBox) and portfolio management tools
- Track record of meeting/exceeding revenue targets in competitive markets
- Valid FINRA Series 7, 66, and state insurance licenses
- Strong analytical skills with ability to assess risk and opportunity