Job Description
Join Wealth Management Partners as a Part-Time Financial Advisor in Jersey City, NJ, and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to help clients build wealth through personalized investment strategies, retirement planning, and risk management solutions. Enjoy flexible hours while making a tangible impact on financial futures in one of America's most vibrant financial hubs. Our collaborative environment offers competitive compensation, ongoing training, and cutting-edge tools to empower your success.
Responsibilities
- Develop and implement customized financial plans aligned with client goals and risk tolerance
- Acquire new clients through networking, referrals, and strategic outreach
- Conduct comprehensive portfolio reviews and rebalancing strategies
- Stay current on market trends, regulatory changes, and investment products
- Utilize CRM systems to track client interactions and pipeline management
- Collaborate with internal teams on complex financial planning scenarios
- Maintain strict compliance with FINRA and SEC regulations
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7, 66 (or 63/65) and state insurance licenses required
- 3+ years financial services experience with proven client acquisition track record
- Strong analytical skills and proficiency in financial planning software
- Excellent communication and presentation abilities
- Ability to work independently while collaborating with cross-functional teams
- Part-time availability (20-30 hours/week) with flexible scheduling
- Jersey City, NJ residency preferred