Partner

Evans Legacy Financial; Fresno (CA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Evans Legacy Financial seeks a Partner for a hybrid, Fresno-based contract role to meet with clients, assess financial needs, and present tailored insurance, retirement, and estate planning solutions. You will develop and maintain client relationships, deliver education sessions, and stay current on products and regulations to provide integrated wealth-building strategies.

The position emphasizes collaboration within a team and active participation in growing the client base through business

Qualifications

• Strong client-facing abilities and aptitude for explaining complex financial concepts clearly.
• Experience in financial planning, wealth management, or insurance solutions (life, annuities, retirement strategies).
• Comfort with using financial planning tools and calculators to illustrate scenarios.

Responsibilities

• Meet with clients and prospective clients to assess financial needs and present tailored solutions across insurance, retirement, estate planning, and wealth-building strategies.
• Develop and maintain client relationships and conduct follow-up as part of ongoing advisory support.
• Deliver financial education sessions using planning tools and calculators to help clients understand options.
• Stay current on relevant financial products and regulations to provide compliant guidance.
• Collaborate with team members to deliver integrated solutions and participate in business development activities to grow the client base.

Skills

Client relationship building

Needs assessment

Clear communication

Financial planning / wealth management

Insurance knowledge

Use of financial planning tools

Independent in hybrid role

Education

Bachelor's degree in finance, business, economics, or related field

Tools

Financial calculators

Job description

Company Description

Evans Legacy Financial helps individuals and families build wealth and protect what matters most through clear, education-focused guidance. The firm offers solutions including life insurance, retirement income strategies, annuities, mortgage protection, estate planning, and specialized strategies for real estate owners such as 1031 exchanges and deferred sales trusts. Clients also have access to a library of more than 50 financial calculators covering retirement, mortgages, debt, Social Security, and other key planning areas. Evans Legacy Financial is dedicated to helping clients understand their options, make informed decisions, and create plans that build wealth while securing long-term legacies.

Role Description

The Partner role is a contract position based in Fresno, CA, with a hybrid work arrangement that combines in-office collaboration and work-from-home flexibility. Day-to-day responsibilities include meeting with clients and prospective clients, assessing their financial needs, and presenting tailored solutions across insurance, retirement, estate planning, and wealth-building strategies. The Partner will develop and maintain client relationships, conduct financial education sessions, and use planning tools and calculators to help clients understand their options. This role also involves staying current on relevant financial products and regulations, collaborating with other team members to deliver integrated solutions, and participating in business development activities to grow the client base.

Qualifications

• Strong client-facing abilities, including relationship building, needs assessment, and clear communication of complex financial concepts.
• Experience with financial planning, wealth management, or insurance solutions (e.g., life insurance, annuities, retirement income strategies, estate planning, mortgage protection).
• Comfort with using financial tools and calculators to illustrate scenarios and support data-driven recommendations.
• Ability to work independently in a contract role while collaborating effectively within a hybrid environment in Fresno, CA.
• Relevant licenses or willingness to obtain them (such as life and health insurance licenses, and other applicable state registrations).
• Prior experience in sales, business development, or advisory roles in financial services is highly beneficial.
• High ethical standards, commitment to client education, and alignment with a mission of building wealth and securing legacies.
• Bachelor's degree in finance, business, economics, or a related field is preferred but equivalent professional experience will be considered.