Job Description
Join Chandler Wealth Partners as a Financial Advisor and build your career with industry-leading support. We provide all necessary equipment—including cutting-edge CRM software, portfolio management tools, and virtual conferencing systems—to ensure your success. Our Chandler office offers a collaborative environment where you'll develop personalized financial strategies for high-net-worth clients while receiving mentorship from industry veterans. Enjoy uncapped earning potential and comprehensive benefits in one of Arizona's fastest-growing financial hubs.
Responsibilities
- Develop and implement comprehensive financial plans for clients
- Build and maintain client relationships through regular portfolio reviews
- Utilize provided CRM tools to track client goals and investment performance
- Present investment strategies using our digital presentation platforms
- Collaborate with our team of analysts for market insights
- Attend ongoing training to enhance financial planning expertise
- Meet monthly sales targets while maintaining client satisfaction
Qualifications
- Series 65 or 66 license required
- 3+ years of financial advising experience
- Strong communication and presentation skills
- Proficiency with financial planning software
- Bachelor's degree in Finance, Business, or related field
- Track record of meeting sales targets
- Clean FINRA record and background check
- Ability to thrive in a technology-supported environment