Job Description
Join Wealth Legacy Partners as a Part-Time Financial Advisor and transform your passion for finance into a rewarding career. We're seeking a dedicated professional to help Tulsa residents build secure financial futures through personalized planning strategies. Enjoy flexible hours while making a tangible impact on clients' lives. Our collaborative environment offers mentorship from industry veterans and access to cutting-edge financial planning tools.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Build and maintain client relationships through regular portfolio reviews
- Analyze market trends to recommend optimal investment opportunities
- Guide clients on insurance needs and risk management solutions
- Stay current on financial regulations and compliance requirements
- Collaborate with team members to deliver holistic financial solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 or 7/66 securities license required
- 3+ years of financial planning/advisory experience
- Strong analytical skills with attention to detail
- Excellent communication and client presentation abilities
- Proven track record of meeting sales targets
- Experience with financial planning software (e.g., MoneyGuidePro)