Job Description
Join Capital Growth Partners, an award-winning wealth management firm in San Jose's thriving financial district. We're seeking a driven Financial Advisor to build high-net-worth portfolios for Silicon Valley's elite. Our advisors earn industry-leading compensation with uncapped commission potential, comprehensive benefits, and exclusive access to institutional investment platforms.
This role combines strategic financial planning with relationship management in one of America's wealthiest markets. You'll leverage our proprietary AI-driven analytics while working alongside certified wealth managers who average 15+ years of experience. Our culture emphasizes continuous growth through monthly masterclasses and CFP sponsorship.
Responsibilities
- Develop comprehensive financial plans for HNW clients (avg. $5M+ AUM)
- Execute multi-asset investment strategies including private equity and alternative assets
- Lead client acquisition through targeted networking and referral programs
- Present quarterly portfolio reviews with customized performance analysis
- Collaborate with tax attorneys and estate planners for holistic solutions
- Maintain FINRA Series 7/66 compliance and ongoing CE requirements
- Utilize our CRM system to track client lifecycle and business development
Qualifications
- 7+ years in financial advisory with documented $10M+ AUM track record
- Active CFP, CFA, or ChFC designation strongly preferred
- Proven ability to close complex investment products (annuities, ILG, QLAC)
- Experience with institutional platforms (e.g., Charles Schwander, Fidelity Institutional)
- Exceptional presentation skills for executive-level client meetings
- Thorough knowledge of CA trust and fiduciary regulations
- Strong network of professional referrals (attorneys, CPAs)