Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform your passion for finance into a rewarding career. We're seeking a dynamic individual to provide personalized financial guidance to clients in Milwaukee and surrounding areas. This flexible role (20-30 hours/week) offers the perfect blend of work-life balance while making a tangible impact on clients' financial futures. Enjoy comprehensive training, competitive compensation, and a collaborative team environment focused on growth and excellence.
Responsibilities
- Develop and implement customized financial strategies aligned with client goals
- Conduct thorough financial analysis and portfolio reviews
- Build and maintain strong client relationships through regular consultations
- Stay current on market trends and regulatory changes
- Collaborate with cross-functional teams to optimize client solutions
- Meet quarterly sales and client acquisition targets
- Maintain compliance with FINRA and SEC regulations
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 or 7/66 securities license required
- 2+ years of financial planning/advising experience
- Strong knowledge of investment products and retirement planning
- Excellent communication and presentation skills
- Ability to work independently while collaborating with team
- Proven track record of client relationship management
- Familiarity with CRM platforms (e.g., Salesforce)