Job Description
Join our award-winning financial advisory team in Scottsdale, Arizona, and make an immediate impact on clients' financial futures. We're seeking a driven Financial Advisor to build and manage a high-net-worth client portfolio while delivering personalized investment strategies, retirement planning, and wealth management solutions. Enjoy a collaborative environment with cutting-edge technology and comprehensive mentorship to accelerate your career growth. Immediate start date available for qualified candidates.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients covering investments, retirement, estate planning, and tax optimization
- Acquire new clients through strategic networking, referrals, and targeted outreach in Scottsdale's affluent communities
- Manage existing client portfolios with quarterly reviews and proactive market analysis
- Ensure compliance with FINRA regulations and company fiduciary standards
- Utilize CRM systems to track client interactions and pipeline growth
- Collaborate with legal/tax professionals to implement complex wealth strategies
- Present investment opportunities aligned with clients' risk tolerance and goals
Qualifications
- FINRA Series 7 & 66/65 licenses (required)
- 3+ years of financial advisory experience with high-net-worth clients
- Proven track record of meeting sales targets ($2M+ AUM annually)
- Strong knowledge of investment vehicles (stocks, bonds, mutual funds, alternatives)
- Exceptional communication skills with ability to simplify complex financial concepts
- Bachelor's degree in Finance, Economics, or related field
- CFP or CFA designation preferred
- Experience with CRM platforms (Salesforce, Redtail) and portfolio management software