Job Description
Join Wealth Legacy Partners, Scottsdale's premier wealth management firm, and transform your career in finance. We're seeking a dynamic Senior Financial Advisor to build lasting client relationships while delivering exceptional financial planning solutions. Enjoy uncapped earning potential, comprehensive benefits, and a collaborative culture that celebrates your success. Your expertise will directly impact high-net-worth individuals and families achieving their financial dreams.
Responsibilities
- Develop personalized financial strategies for 50+ high-net-worth clients
- Drive revenue growth through new client acquisition and retention
- Analyze market trends and investment opportunities for portfolio optimization
- Present complex financial concepts through clear, actionable reports
- Collaborate with team to implement comprehensive wealth plans
- Maintain FINRA Series 7/66 licenses and ongoing CE requirements
- Leverage CRM systems to track client progress and opportunities
Qualifications
- 5+ years financial advisory experience with high-net-worth clients
- Active FINRA Series 7 & 66 licenses
- CFPĀ® or CFA designation preferred
- Proven track record of meeting/exceeding revenue targets
- Exceptional communication and presentation skills
- Proficiency in financial planning software (MoneyGuidePro, eMoney)
- Bachelor's degree in Finance, Business, or related field
- Strong understanding of estate planning and tax strategies