Job Description
Join Wealth Legacy Partners as a Financial Advisor and transform lives through strategic wealth management. We're seeking a driven professional to build lasting client relationships in Mesa's thriving community. Enjoy uncapped earning potential, comprehensive training, and a culture that prioritizes your growth. Our hybrid model combines office support with client flexibility. Plus, access to exclusive institutional partnerships and cutting-edge planning tools.
Responsibilities
- Develop personalized financial plans covering retirement, investments, tax optimization, and estate planning
- Acquire high-net-worth clients through targeted networking and strategic outreach
- Analyze market trends to recommend tailored investment portfolios with 15+ product options
- Maintain FINRA Series 7/66 licenses and comply with SEC/FINRA regulations
- Leverage CRM software to track client lifecycle and expand book of business
- Collaborate with internal team on complex cases including business succession planning
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Active Series 7 & 66 licenses (or 63/65 combination)
- 3+ years experience in financial services with proven sales track record
- Certified Financial Planner (CFP) designation preferred
- Advanced proficiency in portfolio management software (e.g., MoneyGuidePro)
- Exceptional communication skills with ability to simplify complex concepts
- Valid Arizona insurance licenses (Life/Health/Variable Annuities)