Job Description
Join WealthBridge Financial Partners, a leading wealth management firm in Tulsa, as a Part-Time Financial Advisor. We're seeking a passionate professional to help clients achieve their financial dreams through personalized planning strategies. Enjoy flexible hours, competitive compensation, and a collaborative environment focused on growth and client success. Ideal for experienced advisors seeking work-life balance without sacrificing impact.
Responsibilities
- Develop personalized financial plans including investment, retirement, and tax strategies
- Build and maintain strong client relationships through regular reviews and consultations
- Stay current on market trends and regulatory changes affecting financial planning
- Collaborate with team members to deliver comprehensive wealth management solutions
- Meet performance targets for client acquisition and retention
- Utilize CRM systems to track client interactions and progress
- Participate in ongoing professional development and training
Qualifications
- Valid Series 7 and 66/65 securities licenses required
- 3+ years of financial planning/advising experience
- Bachelor's degree in Finance, Business, or related field
- Strong communication and presentation skills
- Proven track record of client relationship management
- Ability to work independently while collaborating with teams
- Knowledge of retirement planning, investments, and insurance products
- Must be registered with FINRA and state securities regulators