Part-Time Financial Advisor – Flexible Hours, Meaningful Impact
About Us:
At Prime Summit, we are dedicated to helping individuals and families make confident financial decisions. We offer personalized financial strategies backed by trusted expertise and a people-first approach. We're now looking for a Part-Time Financial Advisor to join our mission and grow with us.
Job Summary:
As a Part-Time Financial Advisor, you'll work closely with clients to understand their financial goals, provide tailored investment and planning advice, and guide them toward long-term financial security. This flexible role is perfect for professionals looking to make a difference without a full-time commitment.
- Responsibilities:
- Conduct client consultations to assess financial needs and goals
- Develop personalized financial strategies and investment plans
- Educate clients on financial products and services
- Maintain and grow long-term client relationships
- Stay current on market conditions, products, and industry regulations
- Meet performance and service standards as part of a collaborative team
- Qualifications:
- Previous experience as a Financial Advisor or similar role preferred
- Strong knowledge of financial planning, investments, and retirement strategies
- Excellent communication and relationship-building skills
- Ability to work independently and manage flexible schedules
- Relevant certifications (e.g., CFP, CFA) are a plus
- What We Offer:
- Flexible work hours (great for balancing with other commitments)
- Competitive part-time compensation
- Professional support and training resources
- A positive, collaborative team environment
- Opportunities for future growth and advancement
- Work Schedule:
- Part-time
- Flexible hours (can include evenings or weekends based on client needs)
- Remote or hybrid options available, depending on location
Job Types: Full-time, Part-time, Permanent
Pay: From $1,000.00 per week
Expected hours: No less than 15 per week
- Benefits:
- Flexible schedule
- Compensation Package:
- Bonus opportunities
- Commission pay
- Education:
- Bachelor's (Required)
Work Location: Remote
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