Job Description
Join our award-winning financial advisory team in Phoenix, AZ and transform your passion for finance into a thriving career. Wealth Management Solutions Inc. is seeking a dynamic Financial Advisor to serve high-net-worth clients in the Valley of the Sun. Enjoy a collaborative culture with uncapped earning potential, comprehensive benefits, and industry-leading training. This role combines strategic financial planning with relationship-building in one of America's fastest-growing financial markets.
We offer:
- 401(k) with 5% employer match
- Health/dental/vision insurance
- Professional development stipend
- Flexible hybrid work schedule
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain relationships with high-net-worth clients ($500K+ AUM)
- Conduct market research to identify emerging investment opportunities
- Present complex financial concepts through customized client reports
- Collaborate with legal/tax professionals for integrated wealth solutions
- Meet quarterly revenue targets through cross-selling financial products
- Stay current on SEC/FINRA regulations and compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or wealth management
- Proven track record of meeting sales targets
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional communication and presentation skills
- CFP designation preferred
- Valid Arizona securities license