Senior Financial Advisor
1 week ago
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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