Job Description
Join Pacific Wealth Partners, a premier wealth management firm in the heart of San Francisco's Financial District. We're seeking a dynamic Senior Financial Advisor to join our elite team and transform lives through strategic financial planning. At PWP, you'll work with high-net-worth clients in a collaborative environment backed by cutting-edge technology and industry-leading resources. Enjoy a competitive compensation structure, comprehensive benefits, and unparalleled career growth opportunities in one of the world's most vibrant financial hubs.
Responsibilities
- Develop personalized financial strategies for clients with $500K+ in investable assets
- Build and maintain deep client relationships through proactive communication and trust-building
- Analyze market trends and economic indicators to optimize investment portfolios
- Present complex financial concepts through compelling visualizations and reports
- Collaborate with internal teams to deliver comprehensive wealth management solutions
- Drive new business development through strategic networking and referrals
- Maintain compliance with FINRA and SEC regulations
Qualifications
- FINRA Series 7, 66 (or 63 & 65) certifications required
- 5+ years of experience in financial planning or wealth management
- Proven track record of meeting/exceeding sales targets
- Bachelor's degree in Finance, Economics, or related field
- Exceptional presentation skills and financial acumen
- Experience with CRM platforms (e.g., Salesforce, Wealthbox)
- Certified Financial Planner (CFP) designation preferred