Job Description
Join our dynamic team at Wealth Management Solutions Inc. as a Part-Time Financial Advisor in Corpus Christi, TX. We're seeking a passionate professional to help clients achieve financial independence through personalized wealth strategies. Enjoy flexible hours while making a meaningful impact on your community's financial well-being.
Why Work With Us?
- Competitive hourly compensation with performance bonuses
- Comprehensive training and ongoing professional development
- Flexible scheduling to work-life balance
- Cutting-edge financial planning tools and resources
- Supportive team environment with collaborative culture
Responsibilities
- Conduct one-on-one client consultations to assess financial goals and risk tolerance
- Develop personalized investment portfolios aligned with client objectivesAnalyze market trends and recommend appropriate financial productsMaintain compliance with FINRA and SEC regulationsBuild and nurture client relationships through regular follow-upsCollaborate with team members on complex financial strategiesStay updated on industry changes and product innovations
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)Series 7 and Series 66/63/65 licenses (or willingness to obtain)Minimum 2 years of financial advisory experienceStrong analytical and communication skillsProven ability to build client relationshipsProficiency with financial planning softwareTexas state insurance license (or ability to obtain)