Job Description
Join Phoenix's premier wealth management firm and transform lives through financial expertise. Wealth Legacy Partners is seeking a dynamic Financial Advisor to build client relationships in Arizona's thriving economic hub. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture dedicated to excellence. We provide state-of-the-art tools and resources to help you deliver personalized financial strategies.
Why Join Us?
- Industry-leading commission structure
- CE-accelerated professional development
- Health/dental/vision benefits
- 401(k) with company match
- Hybrid work flexibility
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain referral networks through community engagement
- Analyze market trends to optimize investment portfolios
- Present complex financial solutions to diverse client segments
- Comply with FINRA/SEC regulations and firm protocols
- Utilize CRM software to track client interactions and growth
- Mentor junior advisors on best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial services experience
- Proven track record in client acquisition and retention
- Advanced knowledge of retirement planning, tax strategies, and estate planning
- Exceptional presentation and negotiation skills
- CFP designation preferred