Job Description
Join WealthBridge Advisory Group as a Part-Time Financial Advisor and transform lives through personalized financial planning. We're seeking a passionate professional to serve Corpus Christi residents with expert guidance on investments, retirement planning, and wealth management. Enjoy flexible hours, uncapped earning potential, and a supportive team environment. Help clients achieve their financial dreams while building your rewarding career in the Coastal Bend's thriving financial sector.
Responsibilities
- Develop personalized financial plans for clients covering investments, insurance, and retirement strategies
- Build and maintain strong client relationships through regular consultations and portfolio reviews
- Analyze market trends and financial products to recommend optimal investment solutions
- Conduct educational workshops on financial literacy for community groups
- Meet quarterly sales targets while maintaining compliance with FINRA regulations
- Utilize CRM systems to track client interactions and update financial plans
- Collaborate with senior advisors to implement complex wealth management strategies
Qualifications
- FINRA Series 65/66 or equivalent Texas state insurance license
- 3+ years of financial planning/advising experience with client-facing role
- Proven track record in client acquisition and portfolio management
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Strong knowledge of investment vehicles, tax laws, and retirement planning
- Exceptional communication skills with ability to explain complex concepts simply
- Self-motivated with ability to work independently in part-time capacity
- Active membership in a professional financial planning association preferred