Job Description
Join WealthBridge Capital Partners, a premier financial advisory firm, as a Senior Financial Advisor in our San Jose office with full remote flexibility. We're seeking a dynamic professional to build lasting client relationships while delivering comprehensive wealth management solutions. Enjoy a competitive compensation package, unlimited PTO, and cutting-edge technology resources. Our collaborative culture values innovation and work-life balance, making this ideal for advisors seeking autonomy without sacrificing support.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, tax strategies, and estate planning
- Cultivate and expand client portfolio through targeted outreach and relationship management
- Analyze market trends and regulatory changes to optimize client portfolios
- Collaborate with internal teams (tax, legal) for integrated financial solutions
- Maintain FINRA Series 7/66/63 certifications and adhere to compliance standards
- Utilize CRM systems to track client interactions and business development metrics
- Mentor junior advisors and contribute to firm-wide training initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial advisory experience with proven client acquisition track record
- Active FINRA Series 7, 66, and 63 licenses
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication skills with ability to explain complex concepts
- Proven success in developing high-net-worth client relationships
- Self-motivated with demonstrated ability to work independently in remote settings
- Clean CRD record and no regulatory violations