Job Description
Join WealthBridge Financial Group as a Part-Time Financial Advisor in Jacksonville, FL and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to help clients build lasting wealth through personalized financial strategies. This flexible role offers the perfect blend of autonomy and support, allowing you to make a tangible impact while maintaining work-life balance. Our collaborative team environment provides comprehensive training, cutting-edge resources, and a client-first culture that empowers your growth.
As a cornerstone of our Jacksonville community, you'll work with diverse clients to navigate retirement planning, investment strategies, and risk management. We pride ourselves on ethical practices and long-term client relationships, making this an ideal opportunity for motivated advisors ready to excel in a supportive environment.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Conduct comprehensive financial analysis including retirement projections, tax optimization, and estate planning
- Build and maintain strong client relationships through regular portfolio reviews and market insights
- Stay current on financial regulations, market trends, and product innovations
- Collaborate with internal teams to execute client objectives and service requests
- Meet quarterly performance metrics while maintaining exceptional client satisfaction
- Represent WealthBridge at local networking events and community financial workshops
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Active Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- Minimum 3 years financial advisory experience with proven client portfolio management
- Strong analytical skills with ability to translate complex financial concepts into actionable advice
- Exceptional communication and presentation skills with client-facing experience
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid Florida state insurance licenses (Life/Health/Variable Annuities)