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Part-Time Financial Advisor – Flexible Hours, Meaningful Impact

Remote, USA Full-time Posted 2025-05-22

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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