Job Description
Join WealthBridge Financial Partners as a Financial Advisor and achieve the perfect work-life balance with our flexible hour structure in Lincoln, NE. We empower advisors to build client relationships on your terms while providing industry-leading support, comprehensive training, and competitive compensation. Our client-focused approach ensures you can serve diverse financial needs—from retirement planning to investment strategies—all while maintaining control over your schedule. Benefit from our established brand, cutting-edge digital tools, and collaborative team environment designed for your success.
Responsibilities
- Develop personalized financial plans for clients covering investments, insurance, retirement, and estate planning
- Build and maintain a robust client network through strategic outreach and relationship management
- Analyze financial data and market trends to provide actionable advice
- Meet performance metrics while adhering to compliance and regulatory standards
- Utilize CRM systems to track client interactions and portfolio performance
- Collaborate with internal experts on complex financial scenarios
- Continuously expand product knowledge to offer comprehensive solutions
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 7 and Series 66/63/65 licenses required
- 3+ years of financial advising or sales experience
- Proven track record in client relationship building
- Strong analytical skills and financial acumen
- Excellent communication and presentation abilities
- Self-motivated with ability to work independently
- Experience with financial planning software (e.g., MoneyGuidePro)