Job Description
Join our dynamic team as a Part-Time Financial Advisor in Anaheim and transform lives through strategic wealth management. We're seeking a passionate professional to guide clients toward financial freedom while building a rewarding career with flexible hours. Enjoy uncapped earning potential, comprehensive training, and a supportive culture that values your expertise.
Our ideal candidate thrives in client-facing environments and possesses a genuine desire to help individuals achieve their financial goals. This hybrid role offers 20-25 hours/week with the flexibility to work remotely 2 days/week from our modern Anaheim office.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management solutions
- Build and maintain strong client relationships through regular consultations and portfolio reviews
- Stay current on market trends, tax laws, and financial products to provide optimal advice
- Collaborate with cross-functional teams to deliver comprehensive wealth management services
- Meet quarterly performance targets for client acquisition and portfolio growth
- Conduct educational workshops on financial literacy for the Anaheim community
- Maintain strict compliance with FINRA regulations and company protocols
Qualifications
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- Minimum 2 years of financial planning/advisory experience
- Bachelor's degree in Finance, Economics, or related field
- Proven track record of building client relationships and meeting sales targets
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid California life/health insurance license