Senior Financial Advisor

1 week ago


Chandler, Arizona, United States MBE Wealth Full time
Job Summary

The Senior Financial Advisor provides financial planning and investment support to clients in addition to leadership and business development for our Chandler market. This senior-level role requires a motivated individual to help build our client base and market reach in the Chandler area.

Key Responsibilities
  • Provide financial planning and investment support to clients.
  • Lead business development efforts in the Chandler market.
  • Develop and implement strategies to grow the client base and market reach.
  • Collaborate with the MBE Wealth team to achieve business objectives.

Requirements
  • Bachelor's degree in finance, business administration, or a related field.
  • 5+ years of experience in a financial advisor or related position.
  • Series 66 or Series 65 licensure.
  • General computer skills in using Microsoft Office Suite and managing clients within a CRM.
  • Excellent personal skills when dealing with clients of all ages and backgrounds.

Perks and Benefits
  • Long-term job stability.
  • Work-life balance to support raising a family.
  • Opportunity to grow your career within the company.
  • Competitive medical, dental, and vision insurance plans.
  • FSA/HSA account options.
  • Paid Time Off (PTO).
  • 401k employer matching program.
  • Tuition reimbursement and professional growth opportunities.

Work Schedule
This onsite role supports our office hours of Monday-Friday 8a-5p with limited travel unless requested by a client for an in-person meeting.

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