Job Description
Join our dynamic team as a Part-Time Financial Advisor in Tulsa, OK! We're seeking a passionate professional to guide clients toward financial independence through personalized wealth management strategies. Enjoy flexible hours while making a meaningful impact on individuals and families achieving their financial dreams. Our collaborative environment offers comprehensive training and uncapped earning potential.
At Wealth Management Partners, we believe in empowering advisors with cutting-edge tools and ongoing mentorship. This hybrid role combines client meetings with virtual portfolio management, allowing you to maintain work-life balance while building a thriving practice.
Responsibilities
- Develop customized financial plans aligned with client goals and risk tolerance
- Build and maintain strong client relationships through regular portfolio reviews
- Present investment solutions including mutual funds, retirement accounts, and insurance products
- Stay current on market trends and regulatory changes affecting financial planning
- Collaborate with team members to ensure comprehensive client solutions
- Meet quarterly performance metrics and client acquisition targets
- Utilize CRM systems to track client interactions and manage pipelines
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Valid Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- Minimum 2 years financial services sales/advisory experience
- Proven track record in client relationship building and retention
- Strong presentation skills with ability to explain complex concepts simply
- Self-motivated with excellent time management abilities
- Proficiency in financial planning software and CRM platforms
- OK resident with ability to attend in-person client meetings