Job Description
Join our dynamic team as a Part-Time Financial Advisor and help individuals and families achieve their financial dreams. We're seeking a passionate professional to provide personalized investment strategies, retirement planning, and wealth management solutions to clients in Newark's vibrant community. Enjoy flexible hours while making a meaningful impact on people's financial futures.
Responsibilities
- Develop comprehensive financial plans aligned with client goals and risk tolerance
- Analyze investment portfolios and recommend diversification strategies
- Conduct retirement planning sessions and insurance consultations
- Build and maintain strong client relationships through regular reviews
- Stay current on market trends and regulatory changes
- Collaborate with cross-functional teams for holistic solutions
- Prepare detailed financial reports and client documentation
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 2+ years of financial planning/advisory experience
- Strong analytical skills and proficiency with financial software
- Excellent communication and presentation abilities
- Certified Financial Planner (CFP) designation preferred
- Proven track record of client relationship management
- Ability to work independently in a remote/hybrid environment