Job Description
Join WealthBridge Financial Partners as a Remote Financial Advisor and transform lives through personalized wealth management strategies. We're seeking dynamic professionals to build client portfolios while enjoying Fort Wayne's vibrant community culture. Our hybrid model combines office collaboration with flexible remote work, offering exceptional career growth in one of Indiana's most livable cities.
Why WealthBridge?
• Industry-leading training and CFA/CFP support
• Competitive benefits package with 401(k) matching
• Cutting-edge digital tools for client engagement
• Collaborative team environment with mentorship opportunities
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain client relationships through regular portfolio reviews and market updates
- Analyze market trends to provide actionable investment recommendations
- Comply with FINRA regulations and ethical sales practices
- Leverage CRM systems to track client goals and performance metrics
- Collaborate with cross-functional teams for holistic financial solutions
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- FINRA Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning or client advisory experience
- Strong analytical skills with proficiency in financial modeling software
- Excellent communication abilities for explaining complex concepts
- Proven track record in meeting sales targets and client retention
- Comfortable with remote work technology and virtual client meetings