Job Description
Join our award-winning team as a Part-Time Financial Advisor in Tulsa, Oklahoma and transform lives through strategic wealth management. We're seeking a passionate professional to deliver personalized financial guidance while enjoying a flexible schedule. At Wealth Management Partners, you'll leverage cutting-edge technology and comprehensive training to build lasting client relationships. Our collaborative culture values work-life balance without compromising on excellence.
What We Offer:
- Industry-leading commission structure + performance bonuses
- CE-covered licensing support (Series 7/66)
- Flexible 20-25 hour work week
- State-of-the-art CRM and planning tools
- Health/dental benefits for part-time roles
Responsibilities
- Develop customized financial plans for retirement, investments, and risk management
- Acquire new clients through strategic networking and referral programs
- Conduct portfolio reviews and performance analysis quarterly
- Present complex financial concepts through accessible client education
- Collaborate with portfolio managers on investment strategy execution
- Maintain FINRA compliance documentation and regulatory standards
- Utilize CRM system for client relationship tracking and pipeline management
Qualifications
- Bachelor's degree in Finance, Business, or Economics
- Active Series 7 and Series 66/65 licenses
- 3+ years financial services sales/advising experience
- Proven track record of meeting sales targets ($500K+ AUM)
- Advanced Excel proficiency and financial modeling skills
- Oklahoma state life/health insurance certification
- Exceptional presentation skills with high emotional intelligence
- Ability to work independently with minimal supervision