Financial Advisor (Part-time)

Financial Advisor (Part-Time)

Shift/Hours: Monday - Friday, 8:00 am-5:00 pm (15-20hrs/week, schedule flexible)
Pay Rate: $35/hr - $50/hr (depending on experience)
Location: Centerville, Ohio 45458
Experience: 3+ years of Financial Planning experience; current book of business preferred;  Series 7 license strongly preferred.

Financial Advisor - About the Opportunity

PrideStaff has partnered with a premier, established wealth management practice seeking an experienced and client-focused Part-Time Financial Advisor to join their team.

This unique role is ideal for a licensed financial professional who wants to maintain a active presence in wealth management, deliver high-touch client service, and drive practice engagement—all within a flexible 15–20 hour work week. Whether you are looking to scale back, balance other commitments, or leverage your active licenses in a focused capacity, this role offers top-tier hourly compensation and a professional, established client base.

Financial Advisor - Key Responsibilities

• Client Engagement & Relationship Management: Conduct client reviews, answer financial inquiries, and maintain strong, trust-based relationships with high-net-worth clients.

• Practice Growth & Social Outreach: Manage the practice’s social media strategy (LinkedIn, Facebook) and lead light event coordination (webinars, client appreciation events) to drive engagement.

• Calendar & Meeting Preparation: Oversee appointment scheduling for client reviews, prepare meeting materials, and ensure follow-up action items are executed seamlessly.

• Operational Oversight: Review confidential financial documentation, handle essential account updates, and maintain strict compliance with industry regulations.

Financial Advisor - What We’re Looking For

• Required Licensing: Active FINRA Series 7 license required (Series 66 or 63/65 preferred).

• Experience: 3+ years of experience in financial planning, wealth management, or investment advisory roles.

• Client-Centric Skills: Exceptional communication, relationship-building, and phone etiquette with a passion for helping clients reach their financial goals.

• Tech & Digital Savvy: Comfortable with CRM tools, financial software, MS Office, and professional social media platforms.

Financial Advisor - Why Apply?

• Premium Hourly Compensation: High hourly pay reflecting your expertise, licensing, and industry track record.

• Work-Life Balance: A true 15–20 hour/week commitment with flexible scheduling options.

• Turnkey Infrastructure: Work with an established advisor practice with existing operational tools and client processes in place.

• PrideStaff Advantage: Dedicated recruiter guidance through every step of the hiring process.

Financial Advisor - How to Apply

Ready to leverage your financial expertise in a flexible, high-reward role? Apply today through PrideStaff with your updated resume!

PrideStaff Company Overview
PrideStaff wants you to succeed! We have dedicated consultants who provide employment market insights and resources! We offer the support you need along the way. Over the years, we have helped thousands of people find outstanding career growth opportunities. At PrideStaff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network of employers from across the country. Our Recruiters will help guide you with career tools and resources.

Compensation / Pay Rate (Up to): $35.00 - $50.00 Per Hour