Job Description
Join WealthForge Advisory Group, a premier financial services firm, as a Senior Financial Advisor in San Jose's thriving tech corridor. We offer a fully remote-friendly environment with flexible work arrangements while maintaining a collaborative culture. This role combines high-touch client service with cutting-edge digital tools to deliver personalized wealth management solutions to tech professionals and entrepreneurs. Our compensation structure includes competitive base salary, uncapped commission, and comprehensive benefits package.
Why Choose WealthForge?
- Industry-leading technology and CRM platforms
- Continued education and CFA/CFP support
- Referral network of 500+ high-net-worth clients
- Hybrid work model with optional office access
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage investment portfolios ($50M+ AUM)
- Drive new client acquisition through digital marketing
- Conduct quarterly portfolio reviews and tax optimization
- Collaborate with legal/tax professionals for complex estates
- Mentor junior advisors on client relationship management
- Utilize AI-driven analytics for portfolio rebalancing
Qualifications
- 5+ years experience in financial advisory or wealth management
- CFP, CFA, or ChFC designation required
- Proven track record with tech industry clientele
- FINRA Series 7, 66, and CA insurance licenses
- Advanced proficiency in financial planning software
- Strong presentation skills for virtual client meetings
- BA/BS in Finance, Economics, or related field
- Remote work experience preferred