Job Description
Join our award-winning team at WealthBridge Financial Advisors and transform your passion for finance into a flexible career opportunity. We're seeking a dynamic Part-Time Financial Advisor to deliver personalized wealth management solutions to clients in Omaha, NE. Enjoy a hybrid work schedule with competitive hourly compensation while making a tangible difference in clients' financial futures.
As a trusted partner in our clients' journeys, you'll leverage cutting-edge tools and ongoing training to provide expert guidance on investment strategies, retirement planning, and risk management. Our collaborative culture values innovation and professional growth, offering clear pathways to advancement.
Responsibilities
- Develop and execute customized financial plans aligned with client goals and risk tolerance
- Conduct comprehensive portfolio reviews and recommend strategic investment adjustments
- Build and maintain strong client relationships through proactive communication and education
- Stay current on market trends, regulatory changes, and financial products
- Collaborate with cross-functional teams to deliver integrated financial solutions
- Meet quarterly performance metrics for client acquisition and retention
- Prepare detailed financial projections and retirement income analyses
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (or equivalent experience)
- Valid Series 7 and Series 66 (or 63/65) licenses required
- 3+ years of financial planning/advisory experience with proven client success
- Strong analytical skills with ability to translate complex concepts into actionable advice
- Exceptional communication and presentation skills for diverse client audiences
- Proven ability to develop and maintain long-term client relationships
- Self-motivated with demonstrated achievement in sales and client service targets