Job Description
Join WealthForge Advisors as a Part-Time Financial Advisor and transform lives through personalized financial planning. We're seeking a motivated professional to help Omaha residents build wealth, secure retirement, and achieve financial freedom. Enjoy flexible hours while making a tangible impact in your community.
Our ideal candidate thrives in client-facing roles, possesses deep financial acumen, and values trust-based relationships. With competitive compensation and uncapped earning potential, this role combines the autonomy of entrepreneurship with the support of an established firm.
Responsibilities
- Develop personalized financial plans covering investments, retirement, insurance, and tax strategies
- Build and maintain a robust client portfolio through targeted outreach and relationship management
- Conduct thorough financial analysis using industry-standard tools and software
- Stay current on market trends, regulatory changes, and investment products
- Collaborate with internal teams for seamless client service and product implementation
- Meet quarterly sales targets while maintaining strict compliance standards
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 65 and/or Series 7/66 licenses (or ability to obtain within 90 days)
- 2+ years of financial planning or advisory experience
- Proven track record in client acquisition and portfolio management
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong ethical standards and FINRA compliance knowledge