Job Description
Join our dynamic team at Wealth Growth Partners as a Part-Time Financial Advisor and transform lives through strategic wealth management. We're seeking passionate professionals to deliver personalized financial solutions while maintaining a flexible schedule. Ideal for career changers or experienced advisors seeking work-life balance, this role offers competitive compensation and growth opportunities in California's Central Valley.
Responsibilities
- Develop personalized financial plans and investment strategies for diverse client portfolios
- Conduct comprehensive financial needs analysis and risk assessments
- Build and maintain strong client relationships through regular consultations
- Stay current with market trends, regulations, and financial products
- Collaborate with team members to deliver holistic wealth management solutions
- Meet quarterly sales targets and compliance requirements
- Utilize CRM systems for client data management and reporting
Qualifications
- FINRA Series 65 or 66 license (required)
- 3+ years of financial advisory experience
- Bachelor's degree in Finance, Economics, or related field
- Strong knowledge of investment vehicles and retirement planning
- Excellent communication and presentation skills
- Proven track record in client acquisition and retention
- Ability to work independently and manage multiple clients
- Valid California Life & Health Insurance license