Job Description
Join WealthHorizon Advisors, a leading financial planning firm in Jersey City, as a Part-Time Financial Advisor. We're seeking passionate professionals to help clients navigate complex financial landscapes while achieving their life goals. This hybrid role offers flexibility with 20-25 hours per week, combining remote client consultations with in-office collaboration. You'll work with diverse clientsâfrom young professionals to retireesâdelivering personalized investment strategies, retirement planning, and risk management solutions. Our supportive environment includes ongoing training and a competitive commission structure.
Responsibilities
- Develop personalized financial plans and investment portfolios aligned with client goals
- Conduct comprehensive risk assessments and insurance needs analysis
- Present complex financial concepts through clear, client-friendly communications
- Build and maintain strong client relationships through regular reviews and proactive advice
- Stay current with market trends, tax laws, and regulatory changes
- Collaborate with wealth management team on cross-selling opportunities
- Track client satisfaction and portfolio performance metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 65 and/or Series 7/66 licenses required
- 3+ years of financial planning/advisory experience
- Strong knowledge of investment vehicles, retirement planning, and estate strategies
- Exceptional communication skills with ability to explain complex concepts simply
- Proven track record of building client relationships and meeting sales targets
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Ability to work independently while collaborating effectively with team members