Job Description
Join WealthBridge Financial Group, a premier wealth management firm in San Diego, as a Part-Time Financial Advisor. We're seeking passionate professionals to help clients navigate complex financial landscapes while achieving work-life balance. This hybrid role (20-25 hrs/week) offers competitive compensation, comprehensive training, and a supportive team environment. Leverage our cutting-edge technology and established client base to build your financial advisory career without full-time commitment.
Responsibilities
- Develop personalized financial plans for clients including retirement, investment, and tax strategies
- Build and maintain relationships with high-net-worth clients through regular consultations
- Analyze market trends and financial products to recommend optimal investment solutions
- Collaborate with portfolio managers to ensure alignment with client risk tolerance
- Meet quarterly performance metrics for client acquisition and retention
- Stay current with industry regulations (SEC, FINRA) and compliance requirements
- Participate in weekly team training sessions and market updates
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 65 or 66 license (or willingness to obtain within 90 days)
- Minimum 3 years experience in financial services or client advisory role
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Proven track record of building client relationships
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid California driver's license and reliable transportation