Job Description
Join San Francisco's premier wealth management firm as a Senior Financial Advisor. We're seeking a dynamic professional to build client relationships, deliver strategic financial planning, and drive investment growth. Enjoy unparalleled mentorship, cutting-edge tech tools, and a collaborative culture in the heart of the Financial District. Our advisors earn 25%+ commission on assets under management with uncapped earning potential.
Why You'll Love Working With Us:
- Comprehensive benefits package including 401(k) matching
- Annual retreats and professional development stipends
- Hybrid work model with flexible scheduling
- Access to proprietary investment platforms
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Acquire new clients through networking and referral programs
- Manage investment portfolios exceeding $50M AUM
- Conduct quarterly portfolio reviews and tax optimization strategies
- Collaborate with legal and tax partners for holistic solutions
- Maintain FINRA Series 7, 66, and state insurance licenses
- Represent firm at industry conferences and community events
Qualifications
- 5+ years financial advising experience with AUM management
- FINRA Series 7 & 66 licenses (or equivalent)
- Certified Financial Planner (CFP) designation preferred
- Proven track record exceeding sales targets
- Strong understanding of estate planning and tax strategies
- Exceptional communication and presentation skills
- Ability to work independently while collaborating with cross-functional teams