Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform your expertise into meaningful client success. We're seeking passionate professionals to deliver personalized financial strategies to Newark's diverse community. Enjoy flexible scheduling while making a tangible impact on clients' financial futures.
This hybrid role combines remote flexibility with in-person client meetings in our downtown Newark office. You'll leverage our proprietary tools and comprehensive training to build lasting client relationships. We offer uncapped earning potential through our performance-based commission structure.
Responsibilities
- Develop comprehensive financial plans tailored to individual client goals
- Build and maintain robust client portfolios across investments, insurance, and retirement
- Conduct regular portfolio reviews and adjust strategies based on market changes
- Network within Newark community to expand client base
- Stay current with financial regulations and compliance standards
- Utilize CRM system to track client interactions and opportunities
- Collaborate with WealthBridge's support team for seamless service delivery
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65, 66 or 7/63 licenses required
- 3+ years financial advisory experience preferred
- Strong presentation skills with ability to explain complex concepts
- Proven track record in client relationship management
- Comfortable working in diverse Newark communities
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Self-motivated with entrepreneurial mindset