Job Description
Join our dynamic team as a Part-Time Financial Advisor at Heritage Wealth Management. We're seeking a passionate professional to help Stockton residents achieve their financial dreams through personalized wealth strategies. Enjoy flexible hours while making a tangible impact on clients' lives. Our collaborative environment offers mentorship, cutting-edge tools, and a commission structure that rewards your expertise. If you thrive in client-facing roles and possess a drive to transform financial futures, apply today!
Responsibilities
- Develop personalized financial plans for retirement, investments, and tax optimization
- Build and maintain strong client relationships through regular consultations
- Analyze market trends to recommend suitable investment products
- Conduct financial literacy workshops for community members
- Collaborate with team members to achieve branch targets
- Stay updated on industry regulations and product innovations
- Utilize CRM software for client portfolio management
Qualifications
- FINRA Series 7 and 66/63 licenses required
- 3+ years financial advising experience
- Bachelor's degree in Finance, Business, or related field
- Strong knowledge of CA state financial regulations
- Proven track record in client acquisition and retention
- Excellent communication and presentation skills
- Certificate in Financial Planning (CFP) preferred
- Ability to work independently and within team settings