Job Description
Join Wealth Legacy Partners, an award-winning financial advisory firm, as a Financial Advisor in Chandler's thriving business district. We're seeking ambitious professionals to help clients achieve financial independence through personalized wealth strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment where your success is celebrated.
Our Chandler office serves a diverse client base with unique financial goals. You'll leverage cutting-edge technology and a proven framework to deliver exceptional client experiences while building a practice that reflects your professional vision.
Responsibilities
- Develop comprehensive financial plans for high-net-worth and middle-market clients
- Build and maintain long-term client relationships through trust-based advisory services
- Present complex investment strategies in accessible, client-centric language
- Analyze market trends and regulatory changes to optimize client portfolios
- Collaborate with our team of CPAs, attorneys, and tax specialists
- Utilize our proprietary CRM system for client management and business development
- Maintain compliance with FINRA and SEC regulations
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or willingness to obtain immediately)
- 3+ years of financial advisory experience with proven track record
- Strong aptitude for market analysis and financial modeling
- Exceptional communication skills and presentation abilities
- Certified Financial Planner (CFP) designation preferred
- Valid Arizona securities registration
- Ability to work independently while thriving in a team environment