Job Description
WealthBridge Financial Partners is seeking a dynamic Part-Time Financial Advisor to join our Houston team. In this role, you'll empower clients to achieve financial independence through personalized wealth strategies. Enjoy flexible scheduling while making a tangible impact on people's financial futures. Our collaborative environment offers mentorship from industry veterans and access to cutting-edge planning tools.
This position is ideal for professionals seeking work-life balance without compromising career growth. We provide comprehensive training and ongoing professional development to ensure your success. Join us in transforming lives through financial literacy and strategic wealth management.
Responsibilities
- Develop personalized financial plans including retirement, investment, and risk management strategies
- Build and maintain strong client relationships through regular portfolio reviews and financial consultations
- Stay current on market trends, tax regulations, and financial products to provide optimal advice
- Collaborate with cross-functional teams to deliver integrated financial solutions
- Conduct financial literacy workshops for community groups in the Houston area
- Meet quarterly sales targets while maintaining exceptional client satisfaction metrics
- Utilize CRM systems to track client interactions and manage pipeline effectively
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP, CFA, or ChFC preferred)
- 2+ years of financial planning/advisory experience with client-facing role
- FINRA Series 65 or 66 license (or ability to obtain within 90 days)
- Strong analytical skills with ability to translate complex financial concepts into actionable advice
- Exceptional communication and presentation skills with diverse client demographics
- Proven track record of meeting sales objectives while maintaining ethical standards
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid Texas state securities registration