Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to help clients navigate their financial journeys with personalized strategies. Enjoy flexible scheduling while making a tangible impact on Tulsa's growing community. Our collaborative culture combines cutting-edge resources with mentorship from industry veterans. If you're ready to elevate your career while maintaining work-life balance, this is your moment.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and risk management strategies
- Build and maintain client relationships through regular portfolio reviews and market updates
- Present complex financial concepts in accessible language to diverse client demographics
- Stay current on industry regulations and market trends to ensure compliance
- Collaborate with wealth management team to optimize client outcomes
- Meet quarterly sales targets through strategic prospecting and referrals
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65 or 66 license (or ability to obtain within 90 days)
- 2+ years experience in financial services or client advisory role
- Strong analytical skills with ability to interpret market data
- Excellent communication and presentation abilities
- Proven track record in client relationship management
- Comfortable with CRM software and financial planning tools