Job Description
Join our award-winning team as a Part-Time Financial Advisor and transform lives through personalized financial planning. At WealthWise Financial Partners, we empower Houston professionals to achieve their wealth goals with integrity and expertise. This flexible role offers the perfect blend of impact and work-life balance while building meaningful client relationships in one of America's most dynamic financial markets.
Why You'll Love Working With Us:
- Comprehensive training program with industry-leading certification support
- Cut-edge digital tools and dedicated client acquisition resourcesCollaborative team environment with regular networking events
- Competitive commission structure with uncapped earning potential
Responsibilities
- Develop personalized financial plans for diverse client portfolios including retirement, investments, and tax optimization
- Conduct thorough client needs assessments through discovery meetings and financial analysis
- Present complex financial concepts in clear, actionable recommendations
- Build and maintain a robust client pipeline through community outreach and digital marketing
- Stay current with industry regulations, market trends, and product innovations
- Collaborate with internal partners to deliver seamless client experiences
- Track KPIs and consistently meet performance targets
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 65, 66, or 7 securities license (or willingness to obtain within 90 days)
- 3+ years of financial planning, wealth management, or relevant sales experience
- Proven track record of client relationship management and financial product sales
- Exceptional communication skills with ability to simplify complex topics
- Texas Life & Health Insurance license (or ability to obtain)
- Strong proficiency with financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid driver's license and reliable transportation for client meetings