Job Description
Join WealthBridge Advisors as a Part-Time Financial Advisor and transform lives through strategic wealth management. We're seeking a passionate professional to serve Jacksonville's growing community by providing personalized financial solutions. Enjoy flexible hours while making a tangible impact on clients' financial futures in Florida's thriving economy.
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Build and maintain strong client relationships through regular consultations
- Stay current on market trends and regulatory changes affecting financial strategies
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Meet quarterly performance metrics for client acquisition and retention
- Present complex financial concepts in accessible, actionable terms
- Utilize CRM systems to track client interactions and progress
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- FINRA Series 65/66 or CFP certification required
- 3+ years of financial planning/advising experience
- Proven track record in client relationship management
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- Valid Florida state insurance license (life/health)
- Ability to work independently with minimal supervision