Job Description
Join our award-winning financial advisory firm in Phoenix, AZ and transform your career! We're seeking dynamic Financial Advisors to build client relationships and deliver personalized wealth management solutions in one of America's fastest-growing financial hubs. Enjoy comprehensive training, industry-leading technology, and a collaborative culture that prioritizes your success. Benefit from our established client pipeline while building your own book of business with full autonomy.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Build and maintain strong client relationships through regular portfolio reviews
- Identify new business opportunities through networking and referrals
- Stay current with financial regulations and market trends
- Utilize CRM tools to track client interactions and business growth
- Collaborate with internal teams for specialized financial solutions
- Meet monthly sales and client acquisition targets
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or sales
- Strong presentation and communication skills
- Proven track record in client relationship building
- Self-motivated with entrepreneurial mindset
- Proficiency in financial planning software
- Ability to pass FINRA background checks