Job Description
Join our elite team of financial advisors at Wealth Management Solutions Inc. in Anaheim, CA! We seek a dynamic part-time professional to guide clients toward financial freedom through personalized investment strategies. Enjoy flexible hours while making a tangible impact on individuals' financial futures in Orange County's thriving business community.
Responsibilities
- Develop comprehensive financial plans aligned with client goals
- Manage investment portfolios and conduct regular portfolio reviews
- Build and maintain strong client relationships through trust-based communication
- Stay current with market trends and regulatory changes
- Collaborate with cross-functional teams for holistic client solutions
- Present financial strategies to diverse client demographics
- Meet quarterly performance metrics and client satisfaction goals
Qualifications
- Minimum 3 years experience in financial advisory or related field
- Valid Series 7 and Series 66/65 licenses required
- CFP or CFA designation strongly preferred
- Proven track record in client acquisition and retention
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Economics, or related field
- Ability to work 20-30 hours per week with flexible scheduling