Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform lives through personalized financial planning. We're seeking passionate professionals to serve Baton Rouge's growing community with tailored investment strategies, retirement planning, and risk management solutions. Enjoy a flexible schedule while building meaningful client relationships in a supportive, commission-driven environment.
Responsibilities
- Develop comprehensive financial plans for individual clients
- Analyze investment portfolios and recommend strategic adjustments
- Present complex financial concepts through clear client education
- Drive new client acquisition through networking and referrals
- Maintain FINRA Series 7 and 66/63/65 licenses
- Utilize CRM systems for client relationship management
- Collaborate with senior advisors for complex case reviews
Qualifications
- 3+ years financial services experience
- Active FINRA Series 7 and 66/63/65 licenses
- Bachelor's degree in Finance, Economics, or related field
- Proven track record in client relationship building
- Strong knowledge of investment vehicles and retirement planning
- Excellent communication and presentation skills
- Ability to work 20-25 hours weekly with flexible scheduling