Job Description
Join WealthFirst Financial Partners as a Part-Time Financial Advisor and transform lives through personalized wealth management solutions. We're seeking passionate professionals to deliver exceptional client experiences while enjoying a flexible schedule in Jacksonville's thriving financial district. Our award-winning team combines cutting-edge technology with human-centric advice to help clients achieve their financial dreams.
At WealthFirst, you'll receive comprehensive training, competitive commission structures, and ongoing mentorship from industry veterans. This role is perfect for finance professionals seeking work-life balance without sacrificing impact. If you're ready to build meaningful client relationships while advancing your career, apply today.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, insurance, and tax strategies
- Build and maintain a robust client portfolio through networking and referral generation
- Conduct thorough financial analyses using industry-leading software platforms
- Present complex financial concepts in accessible, client-friendly language
- Stay current on market trends, regulatory changes, and product innovations
- Collaborate with cross-functional teams to deliver integrated financial solutions
- Maintain strict compliance with FINRA regulations and ethical standards
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (MBA/CFA preferred)
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Proven track record in client relationship management and sales
- Strong analytical skills with proficiency in financial planning software
- Excellent communication and presentation abilities
- Self-motivated with entrepreneurial mindset
- Valid Florida state securities license