Financial Consultant

1 day ago


Phoenix, Arizona, United States Glades Talent Full time
About Glades Talent

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 Description

Key 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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