Job Description
Join WealthForge Financial Group, a leading advisory firm serving diverse communities in Newark, NJ. We seek a passionate Part-Time Financial Advisor to empower clients with personalized wealth strategies. This hybrid role (3 days/week onsite) offers flexible hours while making a meaningful impact on local residents' financial futures. Benefit from comprehensive training, competitive commission structure, and collaborative team environment. Perfect for established advisors seeking work-life balance or transitioning professionals with finance backgrounds.
Responsibilities
- Develop and implement customized financial plans for individual clients and small businesses
- Build and maintain client relationships through regular consultations and portfolio reviews
- Stay current on market trends, tax laws, and investment products to advise effectively
- Present complex financial concepts clearly to diverse client demographics
- Collaborate with team on cross-selling banking, insurance, and investment products
- Meet quarterly performance targets for client acquisition and retention
- Utilize CRM systems to track client interactions and financial progress
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (or equivalent experience)
- Series 65, 66 or 7 securities license (required)
- 3+ years financial planning/advisory experience with client-facing role
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)
- Excellent communication skills with ability to explain technical concepts
- Proven track record of building client trust and meeting sales targets
- Valid NJ state insurance license (Life/Health) preferred
- Ability to work independently while collaborating with team