Financial Advisor

3 months ago

Scottsdale, United States Bayntree Wealth Advisors Full time

Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we’re looking for a passionate, self-driven Financial Advisor who thrives on building long-term client relationships and delivering exceptional service. If you're eager to provide financial planning guidance without the pressure of finding new clients, this could be the perfect fit for you


What You’ll Do: In this role, you'll primarily focus on working one-on-one with our existing clients, developing deep relationships and helping them achieve their financial goals. From customized financial planning to providing advice on investments, insurance, and retirement, you'll be the trusted advisor clients rely on. You'll also be responsible for calling on leads and nurturing prospects in the sales funnel, ensuring a smooth transition from potential client to long-term partnership. Best of all, you’ll take on established client relationships upon completing training, with additional clients added to your portfolio over time.


Key Traits We’re Looking For:

  • Strong initiative and self-motivation
  • Positive and client-first attitude
  • Ability to nurture and maintain strong client relationships
  • Team-oriented with a collaborative mindset


Qualifications:

  • 3+ years of experience in financial services
  • Series 65 and Life and Health licenses required
  • Excellent verbal and written communication skills
  • Experience with Salesforce is a plus
  • CERTIFIED FINANCIAL PLANNER™ designation preferred


Your Responsibilities:

  • Prepare and present tailored financial plans
  • Assist the lead Advisors with meeting individual and team goals
  • Offer financial planning expertise across investment, insurance, and retirement
  • Build and maintain lasting client relationships
  • Call on leads and manage the prospect pipeline

 

What We Offer:

  • Generous Time Off: We believe in rewarding hard work with time to recharge. Enjoy plenty of paid time off. Flexibility and balance are key to thriving in today’s fast-paced world
  • Comprehensive Retirement Plan: Traditional and Roth 401(k)s with up to a 4% company match, plus guidance on contributing to IRAs. We know financial planning inside and out
  • Health & Wellness: Access to UnitedHealthCare group health insurance, along with dental and life insurance.
  • Team Perks: Monthly free lunches, unlimited Nespresso coffee, tea, and more
  • Giving Back: We support local charities, both financially and through volunteer time. Paid volunteer days let you make a difference in the community.
  • Career Growth: We cover the costs of obtaining additional licenses and certifications, such as your CFP® designation or CPA license.
  • Fun Team Culture: From team events to our annual holiday party, we believe in working hard and celebrating our success together.


If you’re excited about joining a fast-growing team where your work truly makes an impact, we’d love to hear from you Apply now to become part of the Bayntree Wealth Advisors family in Scottsdale.

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