Job Description
Join Wealth Legacy Partners, an award-winning wealth management firm, as we expand our elite advisory team in Mesa, Arizona. This high-impact role offers an unparalleled opportunity to build your client portfolio while receiving industry-leading training and uncapped earning potential. We're seeking driven professionals who thrive in a collaborative, client-centric environment and are passionate about transforming lives through strategic financial planning.
Our advisors enjoy:
- Comprehensive benefits package including 401(k) matching
- Exclusive access to proprietary investment platforms
- Continuous professional development with CE credits
- Hybrid work schedule with modern office amenities
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Manage diverse investment portfolios exceeding $5M AUM
- Conduct comprehensive retirement and estate planning sessions
- Build and maintain referral networks through community outreach
- Utilize advanced CRM systems to track client growth metrics
- Collaborate with legal and tax specialists for complex cases
- Mentor junior advisors while achieving quarterly KPIs
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years of financial advisory experience with AUM management
- Proven track record in client acquisition and retention
- Expertise in estate planning and tax-efficient investing
- Strong analytical skills with financial modeling proficiency
- Excellent communication with diverse client demographics
- Ability to thrive in commission-based compensation structure