Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform lives through strategic wealth management. We're seeking passionate professionals to help Memphis residents achieve financial independence in a flexible, client-focused environment. Enjoy competitive compensation, comprehensive training, and the autonomy to build meaningful client relationships while maintaining work-life balance.
Responsibilities
- Develop personalized financial plans covering investments, retirement, insurance, and tax strategies
- Acquire new clients through community outreach and networking events
- Conduct portfolio reviews and adjust strategies based on market changes
- Maintain compliance with FINRA regulations and company protocols
- Utilize CRM software to track client interactions and opportunities
- Collaborate with senior advisors on complex financial scenarios
- Participate in quarterly performance reviews and professional development
Qualifications
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or related field
- 3+ years experience in financial services or client advisory role
- Strong knowledge of investment vehicles, retirement planning, and estate planning
- Excellent communication skills with ability to explain complex concepts clearly
- Proven track record of meeting sales targets and client satisfaction goals
- Ability to work independently while collaborating in a team environment
- Valid Tennessee state securities registration