Job Description
Join Miami's premier wealth management firm as a Part-Time Financial Advisor and transform lives through financial expertise. We're seeking passionate professionals to guide clients toward financial independence in America's dynamic financial hub. Enjoy flexible hours while building meaningful client relationships in Miami's vibrant economy.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Analyze investment portfolios and market trends to optimize client returns
- Conduct comprehensive risk assessments and insurance needs analysis
- Build and maintain robust client referral networks in South Florida
- Stay current on SEC/FINRA regulations and compliance requirements
- Utilize CRM platforms to track client interactions and opportunities
- Collaborate with senior advisors on complex financial strategies
Qualifications
- FINRA Series 65 or 66 license (or ability to obtain within 90 days)
- 3+ years financial planning/advisory experience
- Bachelor's degree in Finance, Economics, or related field
- Strong knowledge of investment vehicles and retirement planning
- Excellent communication and presentation skills in English/Spanish
- Proven track record in client relationship management
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Valid Florida Life & Health Insurance license