Job Description
Join Coastal Wealth Partners as a Part-Time Financial Advisor in Corpus Christi! We're seeking a dynamic professional to help clients achieve financial independence through personalized investment strategies, retirement planning, and wealth management solutions. Enjoy flexible hours while making a meaningful impact in your community. Our collaborative team environment offers competitive compensation, ongoing training, and cutting-edge tools to support your success.
Responsibilities
- Develop comprehensive financial plans tailored to individual client goals and risk tolerance
- Build and maintain strong client relationships through regular portfolio reviews and consultations
- Present investment options, insurance products, and retirement solutions aligned with client needs
- Stay current on market trends, tax regulations, and financial products through continuous education
- Meet monthly sales targets while maintaining ethical compliance and fiduciary standards
- Leverage CRM systems to track client interactions and pipeline progress
- Participate in local networking events to expand client base
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 65 or 66 license (or willingness to obtain within 90 days)
- 2+ years in financial services, sales, or client advisory role
- Strong presentation skills with ability to explain complex concepts simply
- Proven track record in building client relationships and achieving sales targets
- Proficiency with financial planning software (e.g., MoneyGuidePro, eMoney)
- Excellent communication skills in both English and Spanish (highly valued)
- Self-motivated with ability to work independently in a remote-hybrid capacity