Job Description
Join WealthWise Financial Partners as a Part-Time Financial Advisor in Houston's thriving financial district. We're seeking passionate professionals to help clients achieve their financial goals through personalized investment strategies, retirement planning, and wealth management solutions. Enjoy flexible hours while making a tangible impact on clients' financial futures with our award-winning team.
Why Work With Us?
• Competitive commission structure with uncapped earning potential
• Comprehensive training and ongoing professional development
• Cutting-edge financial planning tools and resources
• Collaborative team environment with mentorship opportunities
Responsibilities
- Develop customized financial plans aligned with client goals and risk tolerance
- Conduct portfolio reviews and recommend investment strategies across diverse asset classes
- Guide clients through retirement planning, tax optimization, and estate preservation
- Build and maintain strong client relationships through regular consultations and follow-ups
- Stay current with market trends, regulatory changes, and financial product innovations
- Collaborate with internal teams to deliver integrated financial solutions
- Meet quarterly performance metrics for client acquisition and retention
Qualifications
- FINRA Series 7 and Series 66/63/65 licenses (required)
- Bachelor's degree in Finance, Economics, or related field (preferred)
- Minimum 2 years of financial advisory or sales experience
- Strong presentation skills with ability to explain complex concepts clearly
- Proven track record of building client relationships and meeting sales targets
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Excellent communication and interpersonal skills
- Valid Texas Life & Health Insurance license