Job Description
Transform Lives Through Financial Leadership in Mesa, AZ!
Wealth Legacy Partners is seeking a dynamic Financial Advisor to join our award-winning team. Build your dream career while empowering clients to achieve financial independence through personalized wealth strategies. Enjoy uncapped earning potential, industry-leading training, and a culture that champions growth and innovation.
Why Join Us?
- Top-tier compensation with 60% commission structure
- Comprehensive benefits package (health/dental/vision)
- $10K annual professional development allowance
- Hybrid work flexibility
- Mentorship from industry veterans
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Drive $2M+ annual investment portfolio growth
- Lead retirement planning, estate solutions, and risk management strategies
- Execute cross-selling initiatives across insurance and investment products
- Maintain FINRA Series 7/66 compliance and continuing education
- Utilize CRM systems for client lifecycle management
- Host quarterly financial wellness workshops for community outreach
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Active FINRA Series 7 and Series 66/63/65 licenses
- 3+ years proven financial advisory experience with $500M+ AUM
- Certified Financial Planner (CFP) designation preferred
- Advanced CRM proficiency (Salesforce/Redtail)
- Exceptional presentation and negotiation skills
- Track record of meeting/exceeding sales targets
- Arizona resident with clean FINRA record