Job Description
Join our dynamic team as a Part-Time Financial Advisor and transform lives through strategic wealth management. We're seeking a passionate professional to help clients achieve financial independence in Chandler's growing community. Enjoy flexible hours while building meaningful client relationships and earning competitive compensation.
At Wealth Management Solutions Inc., we empower advisors with cutting-edge tools, ongoing training, and a client-centric culture. This hybrid role (office/remote) offers unparalleled work-life balance while making a tangible impact on financial wellness.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Build and maintain client relationships through regular portfolio reviews and financial education
- Meet sales targets while maintaining strict compliance with FINRA and SEC regulations
- Utilize CRM systems to track client interactions and business development opportunities
- Collaborate with cross-functional teams to deliver comprehensive financial solutions
- Stay updated on market trends and regulatory changes affecting client portfolios
Qualifications
- Series 65 or 66 license required (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with proven client acquisition track record
- Bachelor's degree in Finance, Economics, or related field
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Familiarity with Arizona's financial services market preferred