Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and empower Seattle professionals to achieve their financial dreams. We're seeking a dynamic, client-focused professional to deliver personalized wealth strategies while maintaining work-life balance. Our collaborative environment combines cutting-edge fintech tools with human-centric advice, ensuring you make measurable impacts. Enjoy competitive hourly rates, uncapped commission potential, and flexible scheduling (20-30 hrs/week) with no weekend requirements. Grow your career while helping clients navigate investments, retirement planning, and tax optimization in one of America's most vibrant financial hubs.
Responsibilities
- Develop personalized financial plans for high-net-worth professionals in Seattle
- Conduct comprehensive portfolio reviews and investment strategy adjustments
- Present complex financial concepts through engaging client workshops
- Utilize CRM tools to maintain accurate client records and track progress
- Collaborate with wealth management team on cross-selling opportunities
- Stay current on SEC/FINRA regulations and tax law updates
- Drive client acquisition through local networking and digital outreach
Qualifications
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years financial advisory experience with high-net-worth clients
- Proven track record of meeting sales targets and client satisfaction goals
- Exceptional presentation skills and ability to simplify complex topics
- Familiarity with CRM platforms (Salesforce preferred)
- BA/BS in Finance, Economics, or related field
- Strong local Seattle network or ability to build one rapidly
- Part-time availability during weekday business hours (9AM-5PM)