Job Description
Join our prestigious San Diego-based financial advisory firm and transform lives through strategic wealth management. We're seeking a dynamic part-time Financial Advisor to help clients navigate complex financial landscapes, build retirement portfolios, and achieve long-term prosperity. Enjoy flexible hours while making a tangible impact in our thriving coastal community.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Analyze market trends to optimize investment strategies and asset allocation
- Present comprehensive retirement planning solutions including 401(k) and IRA structures
- Build and maintain strong client relationships through regular portfolio reviews
- Collaborate with tax professionals to implement tax-efficient wealth transfer strategies
- Stay current on SEC/FINRA regulations and compliance requirements
- Generate new business through targeted networking in San Diego's affluent neighborhoods
Qualifications
- Series 7 and Series 66/63/65 licenses required
- 3+ years of financial advisory experience with demonstrated track record
- Bachelor's degree in Finance, Economics, or related field
- Proven ability to present complex financial concepts clearly to diverse clients
- Familiarity with San Diego's unique market dynamics and tax implications
- CFP designation strongly preferred
- Exceptional communication and interpersonal skills
- Self-motivated with entrepreneurial mindset