Job Description
Join Wealth Legacy Partners as a Senior Financial Advisor and transform lives through strategic wealth management in one of America's fastest-growing financial hubs. We're seeking a dynamic professional to build lasting client relationships while leveraging our proprietary tech platform for seamless portfolio management. Enjoy hybrid work flexibility, uncapped commission potential, and industry-leading training in our award-winning culture.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Manage investment portfolios with $100M+ AUM across diverse asset classes
- Drive new client acquisition through strategic networking and digital marketing
- Utilize proprietary CRM system for personalized client engagement
- Maintain Series 7, 66, and AZ state insurance licenses
- Collaborate with tax/legal specialists for holistic wealth solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with proven AUM growth
- FINRA Series 7 & 66 licenses (required)
- Track record of exceeding sales targets in competitive markets
- Advanced proficiency in portfolio management software (e.g., MoneyGuidePro)
- Exceptional presentation skills for complex financial concepts
- Arizona State Securities license (within 90 days of hire)