Job Description
Join our dynamic team at Wealth Management Partners as a Part-Time Financial Advisor and transform lives through strategic wealth planning. We're seeking a passionate professional to deliver personalized financial solutions to clients in the Omaha metro area. Enjoy flexible hours while building meaningful client relationships and growing your career in a supportive, commission-driven environment.
Responsibilities
- Develop comprehensive financial plans aligned with client goals
- Build and maintain a strong client portfolio through proactive outreach
- Analyze market trends and recommend investment strategies
- Conduct regular portfolio reviews and adjustments
- Ensure compliance with FINRA regulations and company policies
- Collaborate with internal teams for holistic client solutions
- Participate in ongoing professional development
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65 or 7/66 license required
- 3+ years financial advisory experience
- Strong presentation and communication skills
- Proven track record in client acquisition
- Proficiency in financial planning software
- Ability to work independently and manage time effectively
- Nebraska residency preferred