Job Description
Join our award-winning team at Wealth Management Solutions Inc. as a Part-Time Financial Advisor in Chandler, AZ. We're seeking a dynamic professional to help clients build lasting wealth through personalized financial strategies. Enjoy flexible hours while making a tangible impact on people's financial futures.
Our Chandler office offers a collaborative environment with cutting-edge technology and ongoing professional development. Ideal for experienced advisors seeking work-life balance or professionals transitioning into finance. Commission structure uncapped earning potential for top performers.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Build and maintain client relationships through regular portfolio reviews and financial check-ins
- Conduct market analysis and research to provide actionable investment recommendations
- Stay current on financial regulations, products, and industry trends
- Collaborate with team members to deliver integrated financial solutions
- Meet quarterly client acquisition and retention targets
- Utilize CRM systems to track client interactions and business development activities
Qualifications
- Bachelor's degree in Finance, Business, Economics or related field
- Valid Series 7 and Series 66/65 licenses (or ability to obtain immediately)
- 3+ years of financial planning/advisory experience
- Strong knowledge of investment products, retirement planning, and estate planning
- Proven track record of client relationship management and sales achievement
- Excellent communication skills with ability to explain complex concepts simply
- Self-motivated with ability to work independently in a remote environment
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)