Job Description
Launch your finance career with WealthWise Financial Partners – Omaha's leading wealth management firm! We're seeking motivated individuals with zero financial experience to join our award-winning training program. Enjoy comprehensive paid training, mentorship from industry experts, and a supportive team environment. Your journey to becoming a licensed Financial Advisor starts here – no degree required!
Why Join Us?
• Industry-leading certification support
• Performance-based bonuses & career advancement
• Modern downtown Omaha office with flexible scheduling
• Health benefits & 401(k) matching
Responsibilities
- Build client relationships through personalized financial planning
- Complete FINRA Series 7/66 licensing exams with company support
- Analyze client portfolios & recommend investment strategies
- Attend 12-week paid training program (Mon-Fri 8am-5pm)
- Collaborate with senior advisors on complex financial cases
- Meet quarterly growth targets through client acquisition
- Utilize CRM tools for client management & reporting
Qualifications
- High school diploma or equivalent (degree preferred but not required)
- Strong communication & interpersonal skills
- Goal-driven mindset with sales aptitude
- Ability to pass FINRA background checks
- Proficiency in Microsoft Office & CRM software
- Nebraska residency (or willingness to relocate)
- Valid driver's license & reliable transportation
- No prior finance experience necessary – we train you!