Job Description
Join our award-winning financial advisory team in Chandler, Arizona! We're seeking a dynamic Financial Advisor to help clients build wealth through personalized investment strategies, retirement planning, and risk management. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment focused on client success.
What We Offer:
- Industry-leading commission structure
- Continuing education stipend
- Health/dental/vision benefits
- 401(k) with company match
- Flexible hybrid work schedule
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Manage investment portfolios across multiple asset classes
- Identify new client acquisition opportunities through networking and referrals
- Maintain FINRA Series 7 and 66 certifications (or willingness to obtain)
- Stay current on market trends and regulatory changes
- Utilize CRM software for client relationship management
- Present quarterly portfolio reviews and performance reports
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience
- Active FINRA Series 7 and 66 licenses
- Certified Financial Planner (CFP) designation preferred
- Proven track record of meeting sales targets
- Exceptional communication and presentation skills
- Strong analytical abilities and attention to detail
- Valid Arizona insurance license (Life/Health)