Job Description
Join WealthForge Advisors as a Part-Time Financial Advisor in Stockton, CA and transform your finance expertise into client success stories. We're seeking a dedicated professional to deliver personalized financial strategies to help clients achieve wealth, retirement, and investment goals. Enjoy flexible hours while making a tangible impact in your community.
This hybrid role combines client-facing consultations with remote portfolio management, offering an ideal balance for experienced advisors seeking work-life harmony. You'll collaborate with a dynamic team while maintaining autonomy in client relationships.
Responsibilities
- Develop customized financial plans including investment strategies, retirement solutions, and risk management
- Build and maintain strong client relationships through regular portfolio reviews and financial check-ins
- Stay current on market trends, tax regulations, and financial products to provide informed recommendations
- Present complex financial concepts clearly to diverse client groups
- Meet quarterly client acquisition and portfolio growth targets
- Utilize CRM systems to track client interactions and financial progress
- Comply with FINRA regulations and ethical standards in all client dealings
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Active Series 7 and Series 66/63 licenses
- 3+ years financial advising experience with proven client retention record
- Strong proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Excellent communication skills with ability to simplify complex financial concepts
- Certificate in Financial Planning (CFP) or willingness to pursue
- Ability to work independently while collaborating with team
- Valid California financial advisor registration