Job Description
Join Phoenix's premier wealth management firm as a Senior Financial Advisor. We're seeking a driven professional to transform lives through strategic financial planning. Enjoy uncapped earning potential, industry-leading training, and a collaborative culture that champions growth. Our advisors average 25% YoY revenue growth with comprehensive benefits including 401(k) matching and profit sharing.
Responsibilities
- Develop comprehensive financial strategies for high-net-worth clients
- Build and maintain robust client portfolios with $250M+ AUM
- Conduct market analysis and investment performance reviews
- Drive business development through networking and referrals
- Ensure compliance with FINRA and SEC regulations
- Mentor junior advisors through our proprietary growth program
- Leverage CRM systems for client relationship management
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years of financial planning experience
- Proven track record of $1M+ annual revenue production
- Exceptional communication and presentation skills
- Familiarity with Phoenix's affluent demographic
- Bachelor's degree in Finance or related field
- Advanced proficiency in financial planning software