Job Description
Join our dynamic team as a Part-Time Financial Advisor in Anaheim, CA, and transform lives through strategic financial planning. We're seeking passionate professionals to help clients navigate investments, retirement planning, and wealth management. Enjoy flexible hours while making a meaningful impact in your community.
We offer competitive compensation, ongoing training, and a collaborative environment where your expertise thrives. If you're ready to advance your career while maintaining work-life balance, apply today!
Responsibilities
- Develop personalized financial plans for individual clients
- Analyze market trends and investment opportunities
- Present complex financial concepts in accessible language
- Build and maintain strong client relationships
- Stay current with industry regulations and products
- Collaborate with team members on client solutions
- Track client portfolio performance and adjust strategies
Qualifications
- Series 65 or 66 license required
- 3+ years financial planning/advisory experience
- Bachelor's degree in Finance, Economics, or related field
- Strong communication and presentation skills
- Proven client relationship management success
- Ability to work independently and in teams
- Knowledge of retirement planning and investment products