Job Description
Immediate Hire Opportunity for Top Financial Advisor in Scottsdale, AZ!
Join our award-winning wealth management team and transform lives through strategic financial planning. We're seeking a driven Financial Advisor to serve high-net-worth clients in Scottsdale's vibrant business community. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment that values your expertise.
Why Join Us?
- Industry-leading commission structure
- Full CE & licensing support
- Exclusive client warm transfers
- State-of-the-art CRM & tech tools
- Health, dental, and 401(k) benefits
Responsibilities
- Develop comprehensive financial plans for affluent clients (min. $250k investable assets)
- Build and maintain client relationships through quarterly portfolio reviews
- Drive new business acquisition through networking and referrals
- Present investment strategies aligned with client risk tolerance
- Ensure compliance with FINRA/SEC regulations
- Collaborate with internal team for tax/legal support
- Utilize Salesforce for client relationship management
Qualifications
- FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- 3+ years financial services experience
- Proven track record in client acquisition & retention
- Strong analytical skills with portfolio management expertise
- Exceptional communication & presentation abilities
- Bachelor's degree in Finance/Business or equivalent
- Proficiency in financial planning software (MoneyGuidePro preferred)