Job Description
Join our award-winning financial advisory team in Chandler, AZ and accelerate your career in wealth management. We're seeking driven professionals to immediately serve high-net-worth clients with personalized investment strategies, retirement planning, and comprehensive financial solutions. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment that values your expertise.
Why Join Us?
- Industry-leading commission structure (up to 45% payout)
- Full licensing support and CE reimbursement
- Exclusive access to proprietary investment platforms
- Referral network of 5,000+ affluent clients
Responsibilities
- Develop and execute comprehensive financial plans for 30+ high-net-worth clients
- Build and maintain client relationships through quarterly reviews and strategic consultations
- Analyze market trends to recommend optimal investment portfolios (stocks, bonds, ETFs)
- Drive new business acquisition through networking and warm referrals
- Ensure compliance with FINRA/SEC regulations and fiduciary standards
- Collaborate with tax/legal partners for integrated wealth solutions
- Maintain CRM records and pipeline metrics for performance tracking
Qualifications
- Series 7, 66 (or 63 & 65) licenses required (willing to sponsor for qualified candidates)
- Minimum 2 years financial services experience with proven sales track record
- Bachelor's degree in Finance, Economics, or related field
- Strong proficiency in portfolio management software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication skills for complex financial discussions
- Certified Financial Planner (CFP) designation preferred
- Valid Arizona Life/Health Insurance license
- Ability to work evenings/weekends for client meetings