Experienced Investment Advisor seeking part-time work with a focus on hosting financial workshops and client engagement. Available 2 days per month, totaling 6–10 hours.
Services Offered:
Conduct educational workshops & seminars (Social Security, retirement planning, estate planning, tax strategies, etc.) – approx. 6 hours/month (evenings 5-8pm)
Assist with administrative prep for events and workshops
Handle phone calls, client follow-ups, and scheduling
Provide a professional, client-focused experience that builds trust and encourages long-term relationships
Availability:
Flexible scheduling, with advance notice
2 days per month commitment (6–10 hours total)
Experience:
Quick learner, charismatic, and timely in communication and execution
Service-oriented and detailed with strong organizational and administrative abilities
Experience building long-term trust through professional and personable client interactions
Commitment:
Flexible scheduling, 2/3 days per month (6–10 hours total)
Clear growth path — can expand into a full-time role within 6–12 months
