Job Description
Are you a driven professional looking to make a tangible impact on people's lives? Apex Wealth Solutions is seeking a dedicated and results-oriented Part-Time Financial Advisor to join our dynamic team in Anaheim, California.
We believe in empowering our clients to achieve financial freedom through personalized strategies and expert guidance. As a part-time advisor, you will enjoy the flexibility of a flexible schedule while enjoying the lucrative potential of commission-based earnings. If you have a passion for finance and a talent for building relationships, we want to hear from you.
Why Join Us?
- Flexible work schedule designed to fit your lifestyle.
- Competitive commission structure with uncapped earning potential.
- Access to top-tier training and mentorship programs.
- Work in a supportive, collaborative environment.
Take the next step in your career today. Apply now!
Responsibilities
- Conduct comprehensive financial needs analyses and consult with clients regarding their financial goals.
- Develop and implement personalized financial plans, including investment strategies, retirement planning, and insurance solutions.
- Manage client portfolios and actively monitor market trends to optimize asset allocation.
- Build and maintain long-term relationships with clients through exceptional service and regular communication.
- Ensure full compliance with FINRA regulations and internal company policies at all times.
- Collaborate with the wealth management team to enhance service delivery and referral opportunities.
- Stay current on financial products, industry trends, and regulatory changes.
Qualifications
- Series 6 and 63 licenses (or Series 7 and 66) required; Series 7 and 66 preferred.
- Bachelor’s degree in Finance, Economics, Business, or related field preferred.
- Strong interpersonal and communication skills with the ability to explain complex concepts clearly.
- Proven track record in client relationship management and sales is a plus.
- Self-motivated, goal-oriented, and able to work independently in a remote or hybrid setting.
- Proficiency with CRM software and financial planning tools.
- Valid driver’s license and reliable transportation for client meetings.