Job Description
Join WealthBridge Partners, a premier financial services firm in Miami, and help clients build lasting wealth through strategic planning. We're seeking a passionate Part-Time Financial Advisor to deliver exceptional service in a collaborative, commission-based environment. Enjoy flexible hours while making a tangible impact on South Florida's financial landscape.
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Miami and surrounding areas
- Build and maintain strong client relationships through regular portfolio reviews and financial check-ins
- Identify growth opportunities and cross-sell investment products, retirement plans, and insurance solutions
- Stay current with market trends and regulatory changes affecting financial advising
- Collaborate with senior advisors to execute complex wealth management strategies
- Track and report client KPIs to ensure portfolio performance meets objectives
Qualifications
- FINRA Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial advising experience with proven client acquisition track record
- Strong understanding of retirement planning, investments, and estate strategies
- Exceptional communication skills with ability to explain complex concepts clearly
- Bachelor's degree in Finance, Economics, or related field
- Proficiency in CRM platforms (Salesforce preferred) and financial analysis tools
- Valid Florida state securities registration