Job Description
Join WealthBridge Financial Group as a Part-Time Financial Advisor and transform lives through strategic financial planning. We're seeking a passionate professional to help Corpus Christi residents build wealth, plan for retirement, and secure their futures. Enjoy flexible hours while making a tangible impact in your community.
Why WealthBridge? Our innovative hybrid model combines personalized client relationships with cutting-edge digital tools, allowing you to deliver exceptional service while maintaining work-life balance. We provide comprehensive training, ongoing mentorship, and a collaborative team environment.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, insurance, and tax strategies
- Build and maintain strong client relationships through regular consultations and reviews
- Stay current on financial regulations and market trends to provide optimal advice
- Collaborate with cross-functional teams to deliver integrated financial solutions
- Meet quarterly performance targets for client acquisition and retention
- Utilize CRM systems to document client interactions and track progress
- Participate in community outreach to expand client base
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 65 or 66 license (required) and active Texas state insurance license
- 2+ years of financial planning/advisory experience
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Ability to work independently while collaborating with team members
- Passion for helping clients achieve financial security