Job Description
Join WealthForge Advisors as a Part-Time Financial Advisor and transform lives through personalized wealth management strategies. We're seeking a passionate professional to serve Stockton's growing community with expert financial guidance. Enjoy flexible scheduling while making a tangible impact on clients' financial futures. Our collaborative environment supports continued growth through ongoing training and mentorship.
Responsibilities
- Develop comprehensive financial plans aligned with clients' short and long-term goals
- Build and maintain strong client relationships through regular portfolio reviews and market updates
- Conduct in-depth needs analysis for retirement planning, investment strategies, and risk management
- Stay current on industry regulations, tax laws, and financial products
- Collaborate with senior advisors to implement complex wealth management solutions
- Participate in community outreach to expand client base and brand awareness
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 2+ years of financial planning/advisory experience
- Strong analytical skills with proficiency in financial planning software
- Excellent communication abilities with diverse client demographics
- Valid California Life & Health Insurance license
- Certified Financial Planner (CFP) designation preferred