Job Description
Join our elite financial advisory team in Mesa, AZ, and transform your career in wealth management. We're seeking a dynamic Financial Advisor to build client portfolios while earning uncapped commission potential. Our boutique firm offers premium resources, continuous training, and a collaborative culture focused on client success. Enjoy competitive benefits, flexible scheduling, and the opportunity to serve high-net-worth individuals in Arizona's fastest-growing economic hub.
What We Offer:
- Industry-leading commission structure with $150K+ earning potential
- Comprehensive health/dental/vision benefits
- 401(k) matching program
- Professional development stipend
- Hybrid work model
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios with $500K+ minimums
- Generate new business through networking and referrals
- Conduct quarterly portfolio reviews and market analysis
- Ensure compliance with FINRA regulations
- Collaborate with estate planning and tax specialists
- Utilize CRM system for client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Active Series 7 and Series 66 licenses
- 5+ years of financial advisory experience
- Proven track record of $1M+ AUM management
- CFP designation preferred
- Exceptional communication and presentation skills
- Valid Arizona securities license
- Proficiency in financial planning software