Job Description
Join Phoenix's premier wealth management team as a Financial Advisor! We're seeking passionate professionals to transform clients' financial futures through personalized investment strategies, retirement planning, and wealth preservation. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture in Arizona's thriving financial hub.
Why Join Us?
• Industry-leading commission structure
• CE-accredited continuous education
• State-of-the-art CRM technology
• Health/dental/vision benefits
• 401(k) with company match
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios across equities, bonds, and alternative assets
- Present quarterly portfolio reviews and market analysis
- Drive client acquisition through strategic networking and referrals
- Ensure strict adherence to FINRA and SEC regulations
- Utilize advanced financial modeling tools for scenario analysis
- Mentor junior advisors on client relationship best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and 65/66 licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services or wealth management
- Proven track record of meeting sales targets ($1M+ AUM)
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional presentation and negotiation skills
- CFP designation preferred
- Active FINRA membership in good standing