Job Description
Join our dynamic team at WealthBridge Advisors as a Part-Time Financial Advisor and transform lives through personalized wealth management solutions. We're seeking a passionate professional to serve Corpus Christi's growing community with integrity and expertise. This flexible role (20-25 hours/week) offers hybrid work options and competitive compensation. Grow your career while making a meaningful impact on clients' financial futures.
Responsibilities
- Develop comprehensive financial plans tailored to individual client goals and risk tolerance
- Build and maintain strong client relationships through regular portfolio reviews and market updates
- Drive new business development through targeted networking in the Corpus Christi area
- Stay current on industry regulations, tax laws, and investment products
- Collaborate with internal teams to deliver seamless client experiences
- Utilize CRM systems to track client interactions and opportunities
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)
- Minimum 2 years financial planning/advisory experience
- Strong knowledge of investment vehicles, retirement planning, and estate strategies
- Excellent communication and presentation skills
- Self-motivated with proven ability to work independently
- Valid Texas driver's license and reliable transportation