Job Description
Join WealthBridge Financial Group as a Financial Advisor and transform lives through personalized financial planning. We offer industry-leading flexibility with customizable work hours, allowing you to achieve professional success while maintaining personal balance. Our Omaha-based team serves diverse clients with tailored investment strategies, retirement planning, and wealth management solutions. Enjoy competitive compensation, comprehensive training, and a supportive culture that prioritizes your growth.
Responsibilities
- Develop and implement comprehensive financial plans for high-net-worth clients
- Build and maintain strong client relationships through regular portfolio reviews
- Analyze market trends to recommend strategic investment opportunities
- Conduct financial literacy workshops for community outreach
- Collaborate with cross-functional teams on product innovation
- Meet/exceed quarterly revenue targets through strategic client acquisition
- Maintain compliance with FINRA and SEC regulations
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7 and Series 66/63 licenses required
- 3+ years of financial advisory experience
- Proven track record in client relationship management
- Strong analytical and communication skills
- CFP or CFA designation highly desirable
- Experience with CRM platforms (e.g., Salesforce)
- Ability to work independently with flexible scheduling