Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor in Stockton, CA and transform lives through strategic wealth management. We're seeking passionate professionals to help clients navigate complex financial landscapes while achieving work-life balance. Enjoy flexible scheduling, uncapped earning potential, and comprehensive training in our client-first environment.
Responsibilities
- Develop personalized financial plans including retirement, investment, and insurance strategies
- Build and maintain strong client relationships through proactive communication
- Conduct market analysis to optimize portfolio performance
- Ensure compliance with FINRA regulations and ethical standards
- Collaborate with team on cross-selling opportunities
- Utilize CRM systems for client tracking and reporting
- Participate in quarterly financial planning workshops
Qualifications
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years financial services experience with client-facing role
- Strong knowledge of investment products, tax strategies, and retirement planning
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Proven track record in client acquisition and retention
- Ability to work independently with minimal supervision