Job Description
Are you a dedicated financial professional seeking a flexible role in Stockton? Horizon Wealth Partners is currently accepting applications for a Part-Time Financial Advisor. We are looking for a motivated individual to help our clients navigate their financial futures through personalized wealth management strategies.
As a part-time member of our team, you will enjoy a balanced work schedule while making a significant impact on the financial well-being of your community. We provide a collaborative environment with ample resources to support your success.
Responsibilities
- Conduct comprehensive financial needs analyses for new and existing clients to determine appropriate investment strategies.
- Develop and present tailored financial plans, including retirement, estate, and investment strategies.
- Manage client portfolios and monitor market performance to ensure alignment with long-term goals.
- Build and maintain strong, long-term relationships through regular client meetings and educational workshops.
- Stay abreast of current market trends, regulatory changes, and new financial products.
- Assist in the growth of the branch through networking, referrals, and community involvement.
- Ensure all client communications and documentation comply with industry regulations and company standards.
Qualifications
- Certified Financial Planner (CFP) or Series 6, 7, and 63 licenses (or willingness to obtain).
- Bachelor’s degree in Finance, Business, or a related field (preferred).
- Minimum of 2 years of experience in financial services or sales.
- Strong interpersonal and communication skills with the ability to explain complex financial concepts clearly.
- Self-directed work ethic with the ability to manage time effectively in a remote or hybrid setting.
- Passion for helping clients achieve financial security and independence.
- Valid driver’s license and reliable transportation for client meetings.