Job Description
Join our dynamic team at WealthBridge Financial Partners as a Financial Advisor and make an immediate impact on clients' financial futures. We're seeking driven professionals to expand our Baltimore client base with personalized investment strategies, retirement planning, and wealth management solutions. Enjoy uncapped earning potential, comprehensive training, and a supportive environment where your success is celebrated.
Responsibilities
- Develop and execute tailored financial plans for high-net-worth individuals and families
- Cultivate and maintain long-term client relationships through proactive communication
- Conduct market research to identify emerging investment opportunities
- Ensure compliance with FINRA regulations and company policies
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Track portfolio performance and adjust strategies based on market conditions
- Participate in community outreach to expand client acquisition channels
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial services or sales experience
- Strong analytical skills with proficiency in financial planning software
- Proven track record of meeting/exceeding sales targets
- Exceptional communication and presentation abilities
- Ability to work independently with minimal supervision
- Clean FINRA record and background check