Expert Wealth Manager

7 days ago


Phoenix, Arizona, United States Glades Talent Full time
Job Description

About Us

We are a forward-thinking firm dedicated to providing exceptional financial services and solutions to our clients. Our team of experts is committed to helping individuals achieve their financial goals through comprehensive wealth management strategies.

The role of Financial Advisor at Glades Talent offers an exciting opportunity for experienced professionals to join our dynamic team. As a Financial Advisor, you will be responsible for building and maintaining relationships with clients, developing personalized financial plans, and delivering exceptional service to meet their needs.

Earning Potential

Your income potential is directly correlated to your effort, ambition, and drive to help clients. With opportunities for growth and professional development, you can unlock your full earning potential and achieve success in this rewarding career.

Key Responsibilities

  • Client Acquisition: Seek out and build a client base through educational seminars, workshops, and referrals.
  • Onboarding: Onboard new clients through a thorough fact-finding and needs analysis journey, getting to know their goals, priorities, and financial objectives.
  • Wealth Management: Develop and present unique and comprehensive wealth management strategies and income plans that meet the needs of each client.
  • Ongoing Support: Review and monitor client plans regularly to ensure they stay on track to meet their goals and objectives.
  • Compliance: Adhere to compliance policies and procedures, ensuring a seamless and secure experience for all clients.

Requirements

  • Experience: 3 or more years of experience in financial services.
  • Credentials: NASAA registration with a Series 65 or equivalent, Arizona Life License, and a clean background check and compliance record.

Salary

The estimated salary for this position is $60,000 - $100,000 per year, based on industry standards and location.

Becoming Part of Our Team

We are looking for confident and results-driven individuals who thrive on solving family's financial problems. If you have a passion for delivering exceptional service, a warm and professional demeanor, and a desire to succeed in a dynamic environment, we encourage you to apply for this exciting opportunity.



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