Job Description
Join Wealth Growth Partners as a Senior Financial Advisor and transform your career in Mesa, Arizona's thriving financial hub. We're seeking driven professionals to build high-net-worth portfolios while enjoying uncapped earning potential in one of America's fastest-growing wealth markets. Benefit from our industry-leading training, cutting-edge technology platform, and exclusive client acquisition support. Work remotely 3 days/week from our state-of-the-art Mesa office while serving clients across the Southwest. Your expertise in retirement planning and investment strategies will directly impact community prosperity with competitive benefits including 401(k) matching and health stipends.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients with $500K+ portfolios
- Execute investment strategies across equities, bonds, and alternative assets
- Drive client acquisition through strategic networking and community outreach
- Manage compliance documentation and regulatory reporting requirements
- Mentor junior advisors on financial modeling and portfolio optimization
- Utilize CRM analytics to identify cross-selling opportunities
- Present quarterly performance reviews and market insights to clients
Qualifications
- FINRA Series 7, 66, and CFP certifications required
- Minimum 5 years experience managing $50M+ AUM
- Proven track record in high-net-worth client acquisition
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong network of professional referrals in Arizona's business community
- Expertise in retirement planning, estate strategies, and tax-efficient investing
- Ability to travel 10% for client meetings and industry events