Financial Consultant

2 weeks ago


Phoenix, Arizona, United States Davis Family Financial, LLC Full time
Description Davis Family Financial, LLC in Phoenix, AZ, is seeking a Wealth Advisor to join our team. As part of our team, you will have the opportunity to work in a dynamic and supportive environment where your expertise and passion for financial planning will be valued. You will have the chance to grow both personally and professionally while helping our clients achieve their financial goals. Join us at Davis Family Financial, LLC, and be part of a team that is dedicated to providing top-notch financial services to clients in Phoenix and beyond. Responsibilities
•Analyze clients' financial needs and goals to develop personalized financial plans.

•Implement investment strategies to help clients achieve their financial objectives.

•Monitor and review clients' accounts to ensure alignment with their financial goals.

•Provide ongoing financial guidance and support to clients, including updates on market trends.

•Comply with all regulatory requirements and ethical standards in the financial industry. Qualifications
•Willingness to get licensed/already have licenses.

•Proficient in financial planning software.

•Strong communication and interpersonal skills.

•In-depth knowledge of investment products and strategies. Davis Family Financial, LLC

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