Financial Consultant
1 day ago
We are a dynamic financial services firm committed to delivering exceptional wealth management solutions. As a Financial Advisor with us, you will be part of a supportive team that fosters growth and development.
Compensation: Our Financial Advisors enjoy uncapped earning potential, directly correlated to their effort and dedication to helping clients achieve their financial goals.
Job DescriptionKey Responsibilities:
- Build and maintain a client base through educational seminars, workshops, and referrals
- Develop and present comprehensive wealth management strategies and income plans tailored to individual clients' needs
- Monitor and review client plans quarterly, biannually, and yearly to ensure alignment with their objectives
- Maintain adherence to compliance policies and procedures
- Collaborate with the associate advisor/client servicing team to ensure seamless onboarding and resolution of client needs
Requirements:
- Minimum 3 years of experience in financial services
- NASAA registration with a Series 65 or equivalent
- Arizona Life License
- Clean background check and compliance record
Benefits: We offer a culture built on exceptional training, support, and development opportunities. If you're a team player who excels in problem-solving and communication, we invite you to join our team as a Financial Advisor. Estimated annual salary: $70,000 - $120,000 based on performance and experience.
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