WealthMore · 3 days ago

Part Time Wealth Advisor - Fintech Wealth Building Community

United States

Part-time, Contract

Remote

Entry, Mid Level

3+ years exp

Maximize your interview chances

Financial Services

Hiring Manager

Tanya Frias, CFP®, MBA

Insider Connection @WealthMore

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Engage, Educate, and Empower: Conduct 1:1 sessions, lead groups, and foster community engagement with timely, relevant financial guidance.

Proactive Relationship Building: Establish and cultivate long-term relationships through consistent, high-touch engagement and follow-through.

Drive New Business: Network actively, obtain referrals and create opportunities for client acquisition and retention.

Content and Community Leadership: Share compelling, practical content (videos, articles, posts) that address members’ financial questions and motivate their journey.

Collaborate Across Teams: Work with our Product, Development, and Marketing leads to refine our service offerings and create engaging client experiences.

Analyze and Personalize: Review client data to provide tailored financial advice and long-term wealth strategies, adapting approaches as clients’ needs evolve.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Certified Financial Planner (CFP)Series 65Client EngagementFinancial AdvisingCIMACPAProactive Client OutreachDigital Channels ProficiencyHolistic Financial GuidanceTailored Financial AdviceRelationship Building