We are seeking a highly motivated and client-centric Part-Time Wealth Manager to join our team. This role is ideal for a financial professional who values flexibility and is passionate about helping individuals and families secure their financial futures through comprehensive insurance and investment solutions.

As a Wealth Manager, you will act as a trusted advisor, conducting deep-dive financial needs analyses and crafting bespoke strategies that encompass risk management, wealth accumulation, and legacy planning.

• Client Relationship Management: Build and maintain a portfolio of clients, providing regular reviews to ensure their financial plans remain aligned with their evolving life stages.

• Financial Needs Analysis: Conduct comprehensive consultations to identify client goals, risk tolerance, and protection gaps.

• Solution Strategy: Recommend and i...