Job Description
Join Pacific Wealth Partners as a Part-Time Financial Advisor and transform lives through strategic wealth management. We're seeking a passionate professional to help Seattle-area clients achieve financial independence with flexible scheduling. Enjoy hybrid work arrangements, comprehensive training, and uncapped commission potential in a collaborative environment.
Our ideal candidate thrives in client-facing roles, possesses deep financial acumen, and embraces our client-first philosophy. This opportunity offers work-life balance while making meaningful impact in the Pacific Northwest's vibrant financial community.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews
- Conduct market analysis and recommend appropriate investment products
- Ensure compliance with FINRA regulations and firm protocols
- Collaborate with team members to achieve quarterly growth targets
- Host educational workshops on retirement planning and wealth preservation
- Utilize CRM systems to track client interactions and opportunities
Qualifications
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred)
- 2+ years of financial planning or advisory experience
- Active Series 7, 66, and state insurance licenses
- Exceptional communication and presentation skills
- Proven track record in client acquisition and retention
- Proficiency with financial planning software (e.g., MoneyGuidePro)
- Ability to work independently while collaborating with team
- Strong analytical skills with attention to regulatory compliance