Part-Time Financial Advisor ??Flexible Hours, Meaningful Impact

Remote, USA Full-time Posted 2025-07-02
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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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