Job Description
Join our dynamic team at WealthWise Financial Partners and make a meaningful impact on clients' financial futures. We're seeking a passionate Part-Time Financial Advisor to help individuals and families navigate their wealth journey with expertise and integrity. Enjoy flexible hours while building rewarding client relationships in Omaha's thriving financial district. Our collaborative environment offers competitive compensation, ongoing professional development, and the opportunity to transform financial lives.
Responsibilities
- Develop personalized financial plans and investment strategies aligned with client goals
- Conduct comprehensive financial needs analyses and risk assessments
- Build and maintain strong client relationships through regular consultations
- Stay current with market trends, regulations, and product offerings
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Meet quarterly performance targets for client acquisition and retention
- Prepare and present detailed financial reports to clients
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 65 and/or Series 7/66 securities licenses required
- 3+ years of financial planning/advising experience
- Proven track record in client relationship management
- Strong analytical skills and proficiency with financial planning software
- Excellent communication and presentation abilities
- CFP designation preferred