Job Description
Join Wealth Growth Partners, a premier financial advisory firm in Jacksonville, FL, as a Part-Time Financial Advisor. We're seeking passionate professionals to help clients achieve financial independence through personalized investment strategies, retirement planning, and wealth management solutions. Enjoy flexible hours while making a tangible impact in our community's financial health.
Responsibilities
- Develop comprehensive financial plans for clients covering investments, insurance, and retirement goals
- Build and maintain strong client relationships through regular consultations and portfolio reviews
- Stay current on market trends and regulatory changes affecting financial services
- Collaborate with senior advisors to execute complex wealth management strategies
- Conduct educational workshops on financial literacy topics for local communities
- Meet quarterly sales targets while maintaining high client satisfaction scores
- Utilize CRM systems to track client interactions and business development activities
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Current Series 7 and 65/66 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Proven track record of client relationship management
- Strong knowledge of investment products, retirement planning, and tax strategies
- Excellent communication skills with ability to explain complex concepts simply
- Self-motivated with ability to work independently in a part-time capacity
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)