Job Description
Join San Jose's premier wealth management firm and transform your financial advisory career. Pacific Wealth Partners seeks dynamic Financial Advisors to serve high-net-worth clients in California's tech capital. Enjoy uncapped earning potential, comprehensive benefits, and industry-leading training programs.
Our advisors build lasting client relationships through personalized investment strategies, retirement planning, and comprehensive wealth solutions. Work in a collaborative, tech-enabled environment where your expertise directly impacts client success.
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage investment portfolios exceeding $100M in AUM
- Drive new client acquisition through strategic networking
- Ensure compliance with FINRA/SEC regulations
- Utilize CRM systems for client relationship management
- Present quarterly portfolio reviews and market insights
- Collaborate with tax/legal partners for integrated solutions
Qualifications
- Series 7, 66, and CA Life/Health licenses required
- 5+ years financial advisory experience
- CFA or CFP designation preferred
- Proven track record in AUM growth
- Exceptional communication and presentation skills
- Experience with financial planning software (e.g., MoneyGuidePro)
- Strong network in Bay Area tech/finance sectors