Job Description
Join Wealth Management Partners, a premier financial advisory firm in Phoenix, AZ, and transform your career in wealth management. We're seeking dynamic Financial Advisors to build client portfolios while enjoying uncapped earning potential and comprehensive industry training. Our collaborative culture combines cutting-edge fintech tools with personalized mentorship to accelerate your success in Arizona's thriving financial landscape.
As a cornerstone of our Phoenix team, you'll drive impactful financial solutions for high-net-worth individuals and families while benefiting from our established referral network and market-leading resources. We offer flexible work arrangements, robust continuing education, and a clear path to equity partnership.
Responsibilities
- Develop comprehensive financial plans incorporating investments, retirement, estate planning, and risk management
- Cultivate and expand client relationships through strategic outreach and personalized consultations
- Present complex financial strategies using proprietary analytics platforms
- Collaborate with portfolio managers to execute investment aligned with client goals
- Maintain FINRA Series 7/66 licenses and ongoing compliance requirements
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- 5+ years experience in financial services with proven client acquisition track record
- Active FINRA Series 7/66 and state securities licenses
- Bachelor's degree in Finance, Business, or related field
- Strong demonstrated portfolio growth (minimum $25M AUM)
- Certified Financial Planner (CFP) designation preferred
- Exceptional presentation and negotiation skills
- Proficiency in CRM and financial planning software