Job Description
Join WealthHorizon Partners as a Remote-Friendly Financial Advisor in Chandler, AZ! We're seeking dynamic professionals to transform lives through personalized wealth management. Enjoy flexible remote work while building your practice in one of Arizona's fastest-growing financial hubs. Our hybrid model combines office collaboration with full remote flexibility, backed by cutting-edge tech and comprehensive training.
Why WealthHorizon? We offer uncapped earning potential, a 6-figure base salary, industry-leading commission structures, and a 401(k) match. Plus—access to our exclusive client acquisition system and proprietary portfolio tools. Grow your career while making tangible impacts on clients' financial futures.
Responsibilities
- Develop customized financial plans covering retirement, investments, estate planning, and risk management
- Cultivate and maintain high-net-worth client relationships through consultative wealth strategies
- Leverage our CRM platform to track KPIs and optimize client acquisition funnels
- Stay current on market trends and regulatory changes (FINRA Series 65/66 required)
- Collaborate with cross-functional teams including portfolio managers and compliance specialists
- Present financial solutions through virtual and in-person client meetings
- Drive new business development through our digital marketing ecosystem
Qualifications
- FINRA Series 65/66 and State Securities Licenses (AZ required)
- 5+ years of financial planning/advisory experience with proven client retention
- Strong analytical skills with ability to translate complex data into actionable strategies
- Exceptional communication skills for virtual client consultations
- Track record of meeting/exceeding sales targets (minimum $500K AUM)
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)