Job Description
Are you a driven financial professional looking for a flexible schedule? Apex Financial Partners is seeking a highly motivated Part-Time Financial Advisor to join our dynamic team in Anaheim, California.
We are committed to helping our clients achieve financial freedom through personalized strategies. As a part-time member of our team, you will enjoy the autonomy of managing your own client base while enjoying a work-life balance that suits your lifestyle.
Why Join Us?
- Flexible Hours: Set your own schedule around your lifestyle.
- Competitive Compensation: Earn based on performance and client acquisition.
- Growth Opportunities: Access to advanced training and mentorship.
Job Summary:
As a Part-Time Financial Advisor, you will be responsible for educating clients on financial products and strategies to help them meet their life goals. You will work closely with a support team to ensure comprehensive service delivery while maintaining strict adherence to regulatory standards.
Responsibilities
- Meet with prospective clients to assess financial goals, risk tolerance, and retirement needs.
- Develop and present comprehensive financial plans, including investment and insurance strategies.
- Maintain regular contact with existing clients to review portfolio performance and update plans as life circumstances change.
- Stay abreast of market trends and regulatory changes to ensure compliance and offer the best advice.
- Collaborate with internal teams to ensure seamless client service delivery and referral generation.
- Utilize CRM software to track client interactions and manage the sales pipeline effectively.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field (preferred).
- Series 6, 7, 63, or 65 licenses (or willingness to obtain within 6 months).
- Strong interpersonal and communication skills with a focus on building trust.
- Proficiency in financial software and CRM systems (e.g., Salesforce, eMoney).
- Demonstrated track record of integrity and client-centric service.
- Self-motivated with the ability to work independently and meet sales targets.