Job Description
Join Scottsdale's premier wealth management firm as an Immediate Hire Financial Advisor and transform lives through strategic financial planning. We're seeking a dynamic professional to build a client portfolio in Arizona's thriving high-net-worth market. Enjoy uncapped earning potential, comprehensive training, and a culture that rewards ambition.
Why Scottsdale Wealth Partners? • Industry-leading commission structure • Elite mentorship from CFP® professionals • Cutting-edge tech platforms • Exclusive client acquisition support • Work in Scottsdale's vibrant business district
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients (HNWIs)
- Build and maintain a client portfolio with $1M+ AUM targets
- Deliver investment strategies aligned with client risk tolerance
- Execute retirement planning, tax optimization, and estate solutions
- Conduct quarterly portfolio reviews and client consultations
- Leverage CRM systems for client relationship management
- Collaborate with legal/tax professionals for complex cases
Qualifications
- Series 65/66 or 7/66 and state insurance licenses (AZ)
- 3+ years financial services experience with HNW clientele
- CFA® or CFP® designation preferred
- Proven track record in client acquisition and retention
- Advanced knowledge of investment vehicles (stocks, bonds, alternatives)
- Exceptional communication and presentation skills
- Familiarity with financial planning software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Economics, or related field