Job Description
Join our dynamic team at Wealth Growth Partners and transform lives through financial expertise. We're seeking a passionate Part-Time Financial Advisor to serve Baton Rouge residents with personalized wealth-building strategies. Enjoy flexible hours while making a tangible impact on clients' financial futures in Louisiana's thriving capital.
Our ideal candidate thrives in client-facing environments, possesses deep financial acumen, and values integrity above all. You'll work alongside industry veterans in a supportive, commission-based structure with uncapped earning potential. This hybrid role offers remote flexibility with in-person client meetings at our Baton Rouge office.
Responsibilities
- Develop personalized financial plans including retirement, investment, and risk management strategies
- Build and maintain strong client relationships through regular portfolio reviews and financial check-ins
- Stay current on financial regulations, tax laws, and market trends affecting Louisiana clients
- Present complex financial concepts clearly to diverse client demographics
- Collaborate with cross-functional teams on comprehensive wealth solutions
- Meet quarterly performance metrics for client acquisition and portfolio growth
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- FINRA Series 7 and 66/63/65 licenses required
- 3+ years of financial planning/advising experience with proven client success
- Strong understanding of Louisiana-specific financial regulations and tax considerations
- Exceptional communication skills with ability to build trust quickly
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid Louisiana insurance licenses (life/health) preferred