Overview
Our client is seeking a relationship-driven Financial Advisor / Wealth Management Advisor to help clients achieve their financial goals through personalized financial planning and investment strategies.
Responsibilities
- Build and grow client relationships through networking and referrals.
- Develop personalized financial plans and investment portfolios.
- Conduct client meetings and provide ongoing financial guidance.
- Collaborate with the operations team to ensure exceptional client service.
- Maintain FINRA and state licensing requirements.
Qualifications
- Active FINRA Series 7 & 65 licenses.
- Active Life Insurance & Variable Contracts licenses.
- Experience in financial planning, wealth management, or investment advising.
- Strong communication, relationship-building, and organizational skills.
- Proficient in Microsoft Office 365.
Embark on a rewarding career where your expertise helps shape clients’ futures! We are committed to fostering an inclusive environment that supports your professional growth while delivering exceptional service to our valued clients.
License/Certification:
- Series 7 (Required)
- Series 65 or 66 (Required)
Work Location: Hybrid remote in Gilbert, AZ
