Job Description
Join WealthForge Partners, a premier wealth management firm in San Francisco's financial district, as we expand our elite advisory team. We're seeking a dynamic Senior Financial Advisor to serve high-net-worth individuals and families in the Bay Area. This role offers unparalleled earning potential through a competitive base salary and uncapped commission structure, with comprehensive benefits including equity participation.
At WealthForge, you'll leverage cutting-edge financial technology and a collaborative team of experts to deliver holistic wealth strategies. Our client-first culture emphasizes long-term relationships and personalized financial planning. Enjoy a modern workspace in downtown San Francisco with flexible scheduling options and professional development opportunities.
Responsibilities
- Develop comprehensive financial plans for clients with $5M+ in investable assets
- Cultivate and expand high-net-worth client network through strategic networking
- Provide expert guidance on investments, tax optimization, estate planning, and risk management
- Utilize proprietary wealth management tools for portfolio analysis and reporting
- Collaborate with internal specialists (tax attorneys, estate planners) for integrated solutions
- Maintain FINRA Series 7, 66, and state securities licenses
- Contribute to firm thought leadership through market research and client education
Qualifications
- Minimum 5 years of experience serving high-net-worth clients in financial advisory
- Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation
- Proven track record exceeding $10M in annual AUM production
- Exceptional communication skills with ability to complex concepts to diverse audiences
- Strong network of potential high-net-worth clients in the Bay Area
- FINRA Series 7 & 66 licenses (or ability to obtain immediately)
- Bachelor's degree in Finance, Economics, or related field
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)