Job Description
Join our dynamic team as a Part-Time Financial Advisor in Newark, NJ and transform lives through financial expertise. We're seeking a passionate professional to deliver personalized wealth management solutions to diverse clients. Enjoy flexible scheduling while making a tangible impact on individuals' financial futures. This hybrid role combines client-facing meetings with remote planning work, offering an ideal balance for experienced advisors seeking part-time engagement.
Our award-winning firm provides comprehensive training, cutting-edge technology, and a collaborative environment designed for success. We value transparency, integrity, and client-centric approaches above all. If you thrive in consultative roles and possess a drive to help others achieve financial independence, this opportunity is tailored for you.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, tax strategies, and risk management
- Build and maintain robust client relationships through regular portfolio reviews and financial check-ins
- Present complex financial concepts clearly to clients with varying knowledge levels
- Stay current with market trends, regulatory changes, and new financial products
- Collaborate with internal teams to ensure seamless client service delivery
- Meet quarterly client acquisition and retention targets
- Prepare comprehensive financial reports and investment recommendations
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Valid Series 7 and Series 66/65 licenses (or ability to obtain within 60 days)
- 3+ years of financial planning/advising experience
- Proven track record of client relationship management and sales
- Strong analytical skills with ability to interpret financial data
- Excellent communication and presentation abilities
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Self-motivated with ability to work independently in hybrid environment