Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform lives through expert financial guidance. We're seeking a dynamic professional to help Newark residents build secure futures through personalized wealth management strategies. This flexible role offers competitive compensation, commission opportunities, and ongoing training in a supportive environment.
Our ideal candidate thrives in client-facing roles, possesses deep financial acumen, and shares our commitment to ethical advisory practices. Enjoy hybrid work options while making meaningful impact in the Newark community.
Responsibilities
- Develop comprehensive financial plans tailored to individual client goals and risk tolerance
- Build and maintain strong client relationships through regular portfolio reviews and consultations
- Stay current with market trends, tax laws, and investment vehicles to provide optimal advice
- Collaborate with cross-functional teams to deliver integrated financial solutions
- Meet quarterly sales targets while maintaining compliance with FINRA regulations
- Conduct financial literacy workshops for local community organizations
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 65 or 66 license (or ability to obtain within 90 days)
- 2+ years of financial planning/advisory experience
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong analytical abilities with attention to detail
- Valid New Jersey driver's license and reliable transportation