Job Description
Join WealthBridge Financial Partners as a Flexible Hours Financial Advisor and revolutionize how St. Louis families achieve financial independence. We empower advisors with cutting-edge tools and client acquisition support while respecting your work-life balance through customizable schedules. Our collaborative culture combines personalized mentorship with industry-leading technology to help you build a thriving practice. Whether you're transitioning from corporate finance or expanding your advisory business, this role offers the flexibility to serve clients on your terms while maximizing earning potential.
Responsibilities
- Develop comprehensive financial plans tailored to St. Louis clients' goals
- Build and maintain a sustainable client portfolio through strategic outreach
- Conduct market analysis and provide investment recommendations
- Utilize CRM tools for client relationship management and retention
- Collaborate with our team on compliance and regulatory requirements
- Participate in quarterly growth planning sessions
Qualifications
- FINRA Series 7, 66/65 licenses required
- 3+ years financial planning/advisory experience
- Proven track record of client acquisition and retention
- Strong analytical skills and market knowledge
- Excellent communication and presentation abilities
- Self-motivated with entrepreneurial mindset
- Familiarity with St. Louis market preferred