Job Description
Join WealthForge Advisory Group as a Part-Time Financial Advisor and transform clients' financial futures! We're seeking a dynamic professional to deliver personalized investment strategies and retirement planning to Jersey City's thriving community. Enjoy flexible hours while making a tangible impact on clients' wealth management journeys. Our collaborative culture combines cutting-edge fintech tools with human-centric advice to serve diverse client portfolios.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management solutions
- Build and maintain strong client relationships through regular portfolio reviews and market updates
- Analyze financial data to recommend optimal investment vehicles aligned with client goals
- Stay current on financial regulations and market trends to ensure compliance and strategic relevance
- Collaborate with cross-functional teams to deliver holistic wealth management services
- Conduct financial literacy workshops for local community groups
Qualifications
- FINRA Series 65, 66, or 7 license required
- 3+ years of financial planning/advisory experience
- Bachelor's degree in Finance, Economics, or related field
- Proven track record in client acquisition and portfolio management
- Exceptional communication skills with ability to explain complex concepts
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- New Jersey residency preferred