Wealth Planning Partner (Contract) – Fresno (Hybrid)

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

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