Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform lives through expert financial guidance. We're seeking a passionate professional to help clients build secure futures in Tulsa's growing economy. Enjoy flexible hours while making a meaningful impact on individuals and families navigating financial decisions. Our collaborative environment combines cutting-edge technology with personalized service to deliver exceptional client outcomes. If you're ready to elevate your career in a supportive, performance-driven culture, this opportunity is your next step toward professional fulfillment.
Responsibilities
- Develop personalized financial plans aligned with clients' goals, risk tolerance, and market conditions
- Build and maintain strong client relationships through regular portfolio reviews and proactive communication
- Conduct market research to identify investment opportunities and recommend appropriate financial products
- Collaborate with cross-functional teams to ensure comprehensive financial solutions
- Stay current on industry regulations, tax laws, and financial trends
- Document client interactions and maintain accurate financial records
- Participate in community outreach to expand client base and brand visibility
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Series 65 or 66 license required (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation skills
- Proven track record in client relationship management
- Proficiency with financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid Oklahoma insurance license (life/health)