Job Description
Join WealthBridge Financial Partners in Omaha, NE as a Financial Advisor and transform your career with unprecedented flexibility. We empower advisors to design schedules around life priorities while serving high-net-worth clients across the Midwest. Our hybrid model combines office collaboration with remote work options, backed by industry-leading technology and mentorship. Build your book of business with uncapped earning potential in a growth-oriented environment that values work-life integration.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain relationships with 50+ high-net-worth clients through personalized consultations
- Conduct market research and portfolio analysis to optimize client investment performance
- Collaborate with cross-functional teams on complex estate planning and tax strategies
- Maintain FINRA Series 7, 66, and state insurance licenses with ongoing compliance
- Leverage CRM systems to track client goals and deliver quarterly performance reviews
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven client acquisition track record
- Active Series 7, 66, and state life/health insurance licenses
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication skills with ability to explain complex concepts
- Self-motivated with demonstrated ability to work independently