Job Description
Join our dynamic team as a Part-Time Financial Advisor in Corpus Christi, TX! We're seeking a motivated professional to help clients navigate their financial journeys with personalized strategies. This role offers flexible hours while making a tangible impact on people's financial futures. If you're passionate about wealth building and client advocacy, apply today to become part of our award-winning advisory practice.
Responsibilities
- Develop personalized financial plans aligned with client goals
- Analyze market trends and investment opportunities
- Conduct comprehensive client needs assessments
- Present complex financial concepts in accessible language
- Build and maintain long-term client relationships
- Stay current on regulatory changes and financial products
- Collaborate with team on portfolio management strategies
Qualifications
- Series 7 and Series 66/63/65 licenses required
- 3+ years financial advising experience
- Strong communication and presentation skills
- Texas Life & Health Insurance certification
- Experience with CRM platforms (e.g., Salesforce)
- Bachelor's degree in Finance or related field
- Proven track record in client relationship building
- Ability to work flexible hours including evenings