Job Description
Join Phoenix's premier wealth management firm and transform lives through financial expertise. Wealth Legacy Partners seeks a dynamic Senior Financial Advisor to build client relationships in Arizona's thriving economic hub. Enjoy uncapped commission potential, comprehensive training, and a modern workspace with downtown Phoenix skyline views. We offer industry-leading benefits including 401(k) matching, profit sharing, and exclusive continuing education partnerships.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain robust client portfolio through strategic investment management
- Drive business development through networking and referral programs
- Ensure compliance with FINRA regulations and firm protocols
- Mentor junior advisors and contribute to team growth initiatives
- Utilize advanced CRM systems to track client lifecycle and opportunities
Qualifications
- FINRA Series 7, 66 (or 63/65) certifications required
- 5+ years experience in financial advisory or wealth management
- Proven track record of meeting/exceeding sales targets
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail