Job Description
Join WealthBridge Financial Partners as a Remote Financial Advisor and transform lives through personalized wealth management. We're seeking a dynamic professional to serve clients in Raleigh, NC and beyond from the comfort of your home office. This role combines the autonomy of remote work with the prestige of a top-tier advisory firm.
At WealthBridge, we empower advisors with cutting-edge technology, comprehensive training, and a client-centric approach. You'll build lasting relationships while helping clients achieve financial independence through tailored investment strategies, retirement planning, and wealth preservation.
Our remote-friendly culture offers unmatched flexibility without sacrificing career growth. Competitive compensation includes base salary + performance bonuses, plus full benefits and professional development stipends.
Responsibilities
- Develop comprehensive financial plans aligned with client goals (retirement, education, estate planning)
- Manage investment portfolios using proprietary analytics tools
- Conduct virtual client consultations and portfolio reviews
- Drive new client acquisition through digital marketing and referrals
- Stay current on tax laws, market trends, and regulatory changes
- Collaborate with internal specialists (tax, legal, insurance)
- Maintain CRM compliance and documentation standards
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred)
- 3+ years financial advisory experience with client-facing role
- Active Series 7 & 66 (or 65) licenses
- Proven track record in client relationship management
- Expertise in retirement planning and investment strategies
- Self-motivated with ability to work independently
- Strong presentation skills for virtual client meetings
- Familiarity with financial planning software (e.g., MoneyGuidePro)