Job Description
Join our dynamic team as a Part-Time Financial Advisor in Corpus Christi! We're seeking a passionate professional to help clients build financial security through personalized wealth management strategies. Enjoy flexible hours while making a meaningful impact in your community. Our collaborative environment offers competitive compensation, ongoing training, and cutting-edge resources. If you're ready to transform financial futures while achieving work-life balance, apply today!
Responsibilities
- Develop personalized financial plans aligned with client goals and risk tolerance
- Build and maintain strong client relationships through regular consultations
- Analyze market trends to recommend optimal investment portfolios
- Conduct financial literacy workshops for local communities
- Collaborate with team members on complex wealth management strategies
- Stay updated on regulatory changes and compliance requirements
- Meet quarterly sales targets while maintaining client satisfaction
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 products and retirement planning
- Excellent communication and presentation skills
- Ability to work independently and manage multiple clients
- Valid Texas state insurance license (Life/Health)
- Proficiency in financial planning software (e.g., MoneyGuidePro)