Job Description
Join WealthBridge Financial Partners as a Part-Time Financial Advisor and transform your passion for finance into a rewarding career in Milwaukee's vibrant financial district. We're seeking dynamic professionals to deliver personalized wealth management solutions to our diverse client base. Enjoy flexible scheduling, comprehensive training, and uncapped earning potential while making a meaningful impact on clients' financial futures.
Responsibilities
- Develop customized financial plans and investment strategies for clients
- Build and maintain strong client relationships through regular consultations
- Analyze market trends and recommend appropriate financial products
- Comply with FINRA regulations and ethical advisory standards
- Collaborate with cross-functional teams to deliver integrated solutions
- Conduct financial literacy workshops for community outreach
- Track portfolio performance and adjust strategies as needed
Qualifications
- FINRA Series 65/66 or equivalent certification required
- 3+ years of financial advisory experience
- Bachelor's degree in Finance, Economics, or related field
- Strong communication and presentation skills
- Proven track record in client acquisition and retention
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Ability to work independently and manage time effectively
- Valid Wisconsin securities license