Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform lives through strategic wealth management in Miami's vibrant market. We're seeking a dynamic professional to deliver personalized financial solutions to high-net-worth individuals while maintaining work-life balance. Enjoy our hybrid model with 3 in-office days/week, comprehensive training, and cutting-edge tech tools. Our award-winning team offers uncapped earning potential with a competitive base salary plus performance-based commissions. Grow your career while making meaningful impact in clients' financial futures.
Responsibilities
- Develop customized financial plans addressing retirement, investments, and tax strategies
- Build and nurture client relationships through regular portfolio reviews and market insights
- Meet quarterly sales targets while maintaining 95% client satisfaction metrics
- Stay current with SEC/FINRA regulations and industry product innovations
- Collaborate with our investment committee on complex portfolio construction
- Leverage CRM system for client segmentation and campaign execution
- Participate in monthly training sessions on emerging wealth management trends
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66/63/65, and state insurance licenses (FL required)
- 3+ years experience in financial services with proven sales track record
- Proficiency in financial planning software (MoneyGuidePro, eMoney preferred)
- Strong presentation skills with ability to articulate complex concepts
- Valid Florida securities registration and clean FINRA record
- Spanish fluency highly valued for Miami's diverse client base
- CFP or CFA designation strongly preferred