Hybrid Financial Advisor - Retirement & Wealth Planning

Sean K Heslin Heslin Wealth Management; Palm Springs (CA); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Heslin Heslin Wealth Management in Palm Springs, CA seeks a full-time Financial Advisor to meet with clients, assess goals, and design tailored financial and retirement plans. You will analyze investments, recommend strategies, and review portfolios, while maintaining ongoing client communication and preparing reports.

Responsibilities include staying current with market trends and regulatory changes, and helping grow the practice by expanding client relationships and pursuing new business

Qualifications

• Strong skills in financial planning and retirement planning to design goal-based client strategies.
• Solid knowledge of finance and investments to analyze portfolios and recommend appropriate investment solutions.
• Demonstrated experience in financial advisory, including client-facing consultation and long-term relationship management.
• Professional certifications (e.g., CFP, CPA) preferred.
• Bachelor’s degree in Finance, Economics, Business, or related field, or equivalent professional experience.
• Excellent analytical, problem-solving, and quantitative abilities, with strong attention to detail.
• Clear and professional verbal and written communication skills, including the ability to explain complex concepts simply.
• High ethical standards, discretion with sensitive information, and commitment to regulatory compliance.
• Ability to work both independently and collaboratively in a hybrid environment, managing time and priorities effectively.

Responsibilities

• Meet with clients to assess financial goals and current situations.
• Analyze financial data and develop tailored financial and retirement plans.
• Evaluate investment options and recommend strategies aligned with client risk profiles.
• Review portfolios to ensure alignment with goals and regulatory changes.
• Prepare reports and presentations; communicate ongoing updates to clients.
• Grow the practice by building client relationships and identifying new business opportunities.

Skills

Financial planning

Retirement planning

Finance and investments

Financial advisory

Client-facing consulting

Relationship management

Analytical skills

Communication skills

Regulatory compliance knowledge

Education

Bachelor's degree in Finance, Economics, or Business

CFP or CPA preferred

Job description

Heslin Heslin Wealth Management in Palm Springs, CA seeks a full-time Financial Advisor to meet with clients, assess goals, and design tailored financial and retirement plans. You will analyze investments, recommend strategies, and review portfolios, while maintaining ongoing client communication and preparing reports.

Responsibilities include staying current with market trends and regulatory changes, and helping grow the practice by expanding client relationships and pursuing new business