Job Description
Join our award-winning financial advisory team in Stockton, CA as a Part-Time Financial Advisor. Help clients achieve their financial dreams through personalized investment strategies, retirement planning, and wealth management solutions. We offer flexible scheduling, comprehensive training, and uncapped earning potential in a supportive environment.
Why Choose Us?
- Industry-leading compensation structure with performance bonuses
- State-of-the-art digital tools and resources
- Continuing education reimbursement program
- Collaborative team culture with mentorship opportunities
Responsibilities
- Develop personalized financial plans for clients based on goals, risk tolerance, and financial status
- Present investment options including stocks, bonds, mutual funds, and retirement accounts
- Conduct regular portfolio reviews and recommend adjustments to optimize performance
- Build and maintain strong client relationships through exceptional service and trust
- Stay current on financial regulations, market trends, and product offerings
- Meet quarterly sales targets for financial products and services
- Collaborate with team members to deliver comprehensive client solutions
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Valid Series 7 and Series 66 licenses (or ability to obtain within 90 days)
- Minimum 2 years of financial advisory or sales experience
- Strong presentation and interpersonal communication skills
- Proven ability to build client relationships and generate referrals
- Proficiency with financial planning software (e.g., MoneyGuidePro, eMoney)
- Self-motivated with excellent time management abilities
- California residency required