Job Description
Join our award-winning team as a Senior Financial Advisor at WealthWise Financial Group, where we're transforming lives through comprehensive wealth management. We're seeking a dynamic professional to serve high-net-worth clients in the vibrant Phoenix market. Why join us?
- Industry-leading training and mentorship
- Comprehensive benefits package including 401(k) match
- Generous commission structure uncapped earnings potential
- Modern tech stack and client management tools
- Collaborative culture focused on professional growth
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage investment portfolios with minimum $500k AUM per client
- Conduct quarterly portfolio reviews and strategy adjustments
- Drive new client acquisition through networking and referrals
- Maintain FINRA Series 7 and 66 certifications
- Utilize CRM system for client relationship management
- Collaborate with tax and estate planning specialists
- Stay current on market trends and regulatory changes
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Minimum 5 years experience in financial advisory services
- Active FINRA Series 7 and 66 licenses
- Proven track record of building client relationships
- Strong analytical and presentation skills
- Experience with financial planning software (e.g., MoneyGuidePro)
- Excellent communication and negotiation abilities
- Certified Financial Planner (CFP) preferred