Job Description
Join our dynamic team at Chandler Financial Partners as a Part-Time Financial Advisor and transform your passion for finance into a rewarding career. We're seeking a motivated professional to help clients achieve their financial goals through personalized wealth management strategies. Enjoy flexible scheduling while making a tangible impact in your community. Our collaborative environment offers competitive compensation, ongoing training, and access to cutting-edge financial tools. If you're ready to build client relationships and grow your expertise in a supportive setting, apply today!
Responsibilities
- Develop comprehensive financial plans for clients including retirement, investment, and tax strategies
- Build and maintain strong client relationships through regular portfolio reviews and proactive communication
- Analyze market trends and economic data to provide informed investment recommendations
- Ensure compliance with FINRA regulations and company policies in all client interactions
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Identify new business opportunities through networking and client referrals
- Stay current on financial products, regulations, and industry best practices
Qualifications
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Business, or related field
- Minimum 2 years of financial advising experience, preferably in client-facing roles
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation skills for diverse client audiences
- Proven track record of meeting sales and client satisfaction targets
- Proficiency in financial planning software and CRM systems
- Valid Arizona securities license and clean FINRA record