Job Description
Join our elite team at Phoenix Wealth Partners and transform lives through financial mastery. We're seeking a dynamic Senior Financial Advisor to build lasting client relationships in Arizona's thriving market. Enjoy uncapped earning potential, comprehensive training, and a culture that rewards innovation. Your expertise will drive our mission to empower clients with personalized wealth strategies.
Why Choose Us?
• Industry-leading commission structure
• Dedicated mentorship program
• Cutting-edge CRM and analytics tools
• Health/dental/vision benefits after 90 days
• 401(k) with company match
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Acquire new clients through strategic networking and referral programs
- Analyze market trends to optimize investment portfolios
- Ensure compliance with FINRA and SEC regulations
- Collaborate with portfolio managers on complex wealth solutions
- Present quarterly portfolio reviews and financial progress reports
- Mentor junior advisors on client relationship best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (AZ required)
- 5+ years of financial advisory experience with $50M+ AUM
- Proven track record in client acquisition and retention
- Advanced knowledge of retirement planning and estate strategies
- CFP designation preferred
- Exceptional presentation and negotiation skills
- Experience with financial planning software (e.g., MoneyGuidePro)