Job Description
Join our elite team at Wealth Management Partners LLC as a Part-Time Financial Advisor in Jacksonville, FL. We're seeking a dynamic professional to deliver personalized wealth strategies to high-net-worth clients while enjoying a flexible schedule. This hybrid role combines client-facing meetings with remote portfolio management, offering exceptional work-life balance. Our award-winning practice provides comprehensive training, competitive compensation, and cutting-edge resources to accelerate your career growth. If you're passionate about financial empowerment and thrive in client-centric environments, this is your opportunity to make a tangible impact while achieving professional fulfillment.
Responsibilities
- Develop customized financial plans including investment strategies, retirement planning, and risk management solutions
- Cultivate and maintain relationships with 30-40 high-net-worth clients through quarterly reviews and proactive communication
- Conduct market analysis and research to optimize portfolio performance across diverse asset classes
- Ensure strict compliance with FINRA regulations and SEC guidelines for all client interactions
- Collaborate with internal teams to execute complex financial transactions and estate planning
- Identify new business opportunities through networking and client referrals
- Utilize CRM systems to document client interactions and track financial progress
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- Minimum 3 years of experience in financial advisory or wealth management
- Active Series 7, 66, and state insurance licenses
- Proven track record of building client relationships and meeting sales targets
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional analytical skills and ability to communicate complex concepts clearly
- Strong time management with ability to work 25-30 hours per week
- Professional demeanor with polished presentation skills