Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to deliver comprehensive financial planning services to high-net-worth clients in the Bay Area. Enjoy 100% remote flexibility while building your book of business with our industry-leading technology and mentorship.
Why WealthBridge?
• Industry-leading commission structure (up to 40%)
• $5,000 annual professional development budget
• Comprehensive health/dental/vision benefits
• Cutting-edge CRM and portfolio management tools
• Collaborative virtual team environment
Responsibilities
- Develop personalized financial strategies covering investments, retirement planning, estate planning, and tax optimization
- Cultivate and maintain relationships with high-net-worth clients (min $500k AUM)
- Conduct thorough financial analysis using our proprietary risk assessment tools
- Present complex financial concepts through interactive virtual workshops
- Collaborate with internal specialists (CPAs, attorneys) for comprehensive solutions
- Meet/exceed quarterly acquisition and retention targets
- Stay current on FINRA regulations and industry best practices
Qualifications
- Series 7, Series 66, and CFP certifications required
- 5+ years experience in financial services with $10M+ AUM track record
- Proven ability to present complex financial concepts to diverse audiences
- Expertise in retirement planning, investment strategies, and risk management
- Strong proficiency in CRM platforms (Salesforce experience preferred)
- Exceptional virtual communication and presentation skills
- Valid California FINRA registration
- Bachelor's degree in Finance, Economics, or related field