Job Description
Join Wealth Management Partners as a Part-Time Financial Advisor and transform lives through strategic financial planning. We're seeking a passionate professional to deliver personalized investment solutions to Omaha's growing community. Enjoy flexible hours while building meaningful client relationships in a supportive, commission-driven environment. Our award-winning team provides comprehensive training and cutting-edge resources to accelerate your career growth.
Responsibilities
- Develop customized financial plans for retirement, education, and wealth preservation goals
- Conduct portfolio reviews and rebalancing strategies for 15-20 active clients
- Present investment products including mutual funds, ETFs, and annuities
- Maintain FINRA Series 7 & 66 compliance documentation
- Host quarterly financial wellness workshops for local businesses
- Collaborate with team on cross-selling opportunities
- Utilize CRM system for client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or Business Administration
- 3+ years financial advisory experience with Series 7/66 licenses
- Proven track record in client acquisition and retention
- Expertise in portfolio analysis and asset allocation
- Strong presentation skills for group financial education sessions
- Ability to work 20-25 hours/week with flexible scheduling
- Proficiency in financial planning software (e.g., MoneyGuidePro)