Job Description
Join Wealth Legacy Partners as a Part-Time Financial Advisor and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to help San Diego residents achieve their financial dreams through personalized wealth strategies. Enjoy flexible scheduling while making a tangible impact in your community.
Our ideal candidate thrives in client-facing roles, possesses deep financial acumen, and embraces a consultative approach to wealth management. You'll work alongside industry experts while maintaining work-life balance through our part-time structure.
Responsibilities
- Develop comprehensive financial plans tailored to individual client goals and risk tolerance
- Build and maintain strong client relationships through regular portfolio reviews and consultations
- Analyze market trends and investment opportunities to optimize client portfolios
- Present complex financial concepts in accessible, client-friendly language
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Stay current on regulatory changes and compliance requirements
- Drive new client acquisition through targeted networking initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7 and Series 66/63/65 certifications (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Proven track record of meeting sales targets and client satisfaction metrics
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid California state securities license