Job Description
Join Mesa's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. Legacy Wealth Management seeks passionate professionals to drive client growth in Arizona's booming economy. We offer industry-leading training, cutting-edge technology, and a collaborative culture where your expertise thrives. Build your book of business while making tangible impacts on clients' futures in one of America's fastest-growing financial markets.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Execute investment strategies aligned with client risk tolerance and goals
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to capitalize on emerging investment opportunities
- Exceed sales targets while maintaining compliance with FINRA regulations
- Mentor junior advisors to foster team excellence
- Leverage CRM systems to track client portfolios and performance metrics
Qualifications
- Series 7, 66, and state insurance licenses (or ability to obtain immediately)
- 5+ years of financial services sales/advising experience
- Proven track record of meeting or exceeding revenue targets
- Bachelor's degree in Finance, Economics, or related field
- Exceptional presentation skills for complex financial concepts
- Strong analytical abilities with data-driven decision making
- Certified Financial Planner (CFP) designation preferred
- Experience with CRM platforms like Salesforce or Redtail