Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform lives through strategic wealth management. We're seeking a passionate professional to serve Irvine's growing affluent community with personalized financial solutions. Enjoy flexible hours, uncapped commission potential, and industry-leading training while building lasting client relationships in one of California's most dynamic markets.
Our ideal candidate thrives in a collaborative environment and is committed to ethical financial planning. You'll leverage cutting-edge technology to deliver comprehensive retirement, investment, and tax strategies. This hybrid role offers 20-25 hours/week with the flexibility to work remotely 2 days/week.
Responsibilities
- Develop personalized financial plans including retirement, estate, and investment strategies for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews and proactive communication
- Identify cross-selling opportunities for wealth management products and services
- Stay current on market trends, tax regulations, and financial products through ongoing training
- Collaborate with internal teams to deliver seamless client experiences
- Meet quarterly revenue targets while maintaining exceptional service standards
Qualifications
- FINRA Series 7 & 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years financial advising experience with affluent client portfolios
- CFPĀ® or CFA designation strongly preferred
- Proven track record in meeting sales targets and client retention
- Exceptional communication skills with ability to simplify complex financial concepts
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid California life/health insurance license