Job Description
Join Wealth Legacy Advisors as a Part-Time Financial Advisor in Tulsa, OK and transform your passion for finance into a rewarding career. We're seeking a dynamic professional to help clients build wealth through personalized financial strategies. Enjoy flexible hours while making a tangible impact in the lives of Oklahoma families. Our collaborative team environment combines cutting-edge technology with personalized service to deliver exceptional client outcomes.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and insurance strategies
- Build and maintain client relationships through regular portfolio reviews and financial check-ins
- Stay current on financial regulations and industry trends to ensure compliance
- Collaborate with team members to provide holistic wealth management solutions
- Participate in community outreach to expand client base and brand presence
- Utilize CRM tools to track client interactions and manage pipeline effectively
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with proven client retention
- Strong knowledge of investment vehicles, retirement planning, and risk management
- Excellent communication skills with ability to explain complex concepts simply
- Self-motivated with ability to thrive in a flexible, results-driven environment