Financial Advisor
2 weeks ago
Job Summary:
We seek a knowledgeable and client-focused Financial Advisor to provide individuals and businesses with expert financial planning and investment advice. The ideal candidate will assess clients' financial goals, risk tolerance, and current financial status to develop customized strategies for wealth management, retirement planning, and tax optimization.
Key Responsibilities:
- Conduct in-depth financial assessments to understand clients' short-term and long-term financial objectives.
- Develop personalized financial plans, including investment strategies, retirement planning, insurance, and tax strategies.
- Recommend suitable financial products based on client's needs and risk profiles.
- Monitor and review clients' portfolios regularly, adjusting strategies due to market changes or life events.
- Educate clients on financial concepts, investment risks, and opportunities.
- Build and maintain strong client relationships through trust and transparency.
- Stay updated on financial regulations, market trends, and economic conditions.
- Collaborate with tax professionals, attorneys, and other specialists to provide comprehensive advice.
- Meet sales and revenue targets while adhering to compliance and ethical standards.
- Work within an advisor team structure.
Required Qualifications & Skills:
- Minimum 2 years of proven experience as a Financial Advisor, Wealth Manager, or similar role.
- Strong understanding of financial markets, investment products, and tax laws.
- Excellent communication, negotiation, and interpersonal skills.
- Analytical mindset with attention to detail.
- Ability to work independently and as part of an advisor team.
- Life/Health Insurance license and Series 65 or equivalent.
- Proficiency in financial planning software (e.g., RightCapital, eMoney, MoneyGuidePro) and CRM tools (Salesforce preferred).
Preferred Qualifications:
- Bachelor's or master's in finance, economics, business, or a related field.
- Relevant certifications such as CFP, CFA, ChFC.
- Experience with high-net-worth clients or niche markets (e.g., retirement planning, estate planning).
- Existing client base or book of business.
"Core" Competencies:
- Creative problem-solving and strategic thinking.
- Optimistic mindset and attitude.
- Results-driven.
- Entrepreneurial mindset.
Benefits & Perks:
- Competitive salary with base + commission and/or bonus potential.
- W-2 employee.
- Health, dental, vision, and retirement benefits.
- Professional development support (licensing, continuing education).
Join our team as a Financial Advisor where you can make a significant impact on clients' lives by guiding them towards achieving their financial aspirations We have multiple offices in the Phoenix Metro area.
-
Relationship Manager
2 weeks ago
Peoria, Arizona, United States Strategy Financial Group Full time $60,000 - $100,000 per yearAre you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer-focused? If you enjoy working closely in a cooperative team environment, developing custom financial plans for prospects, constantly challenging yourself and providing superior customer service and expertise, we would like to talk to you Our...
-
People & Culture Manager
7 days ago
Peoria, Arizona, United States Fullerton Tax Service Full timeKey ResponsibilitiesFaith & Culture LeadershipChampion and model Fullerton Financial Planning's core values – Excellence every time in everything, Relationships to last years, Faith is our Foundation, Right Things for the right reasons and Listen to understand.Lead initiatives that nurture professional and personal growth within the organization.Support...
-
Financial Advisor
1 week ago
Peoria, United States Commerce Bank Full timeFinancial AdvisorCommerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Peoria market.The main purpose of this job is to sell...
-
Financial Advisor
4 weeks ago
Peoria, United States Commerce Bank Full timeAbout Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...
-
Financial Advisor
2 days ago
Peoria, IL, United States Commerce Bank Full timeAbout Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...
-
Financial Advisor
2 days ago
Peoria, IL, United States Commerce Bank Full timeAbout Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...
-
Peoria, United States Ohana Outreach Financial Full timeJob DescriptionThis role gives you a transition into the financial industry without the barriers of traditional corporate hiring. You’ll be trained by experienced leaders, follow a clear step by step process, and receive ongoing professional development.You work remotely, set your own hours, and develop skills in financial literacy, leadership, and client...
-
Financial Planner
5 days ago
Peoria, IL, United States Staff My Agency Full timeExplore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...
-
Financial Planner
1 week ago
Peoria, IL, United States Staff My Agency Full timeExplore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career...
-
Remote Protection Advisor
2 weeks ago
Peoria, United States Ohana Outreach Financial Full timeThis position gives motivated individuals the chance to build performance-based income from home.You’ll assist families through digital consultations to help them secure financial stability.You will meet virtually with warm prospects and complete their enrollment steps.What We ProvideTraining & mentorship (no experience required)Access to reputable...
-
Remote Protection Advisor
2 weeks ago
Peoria, United States Ohana Outreach Financial Full timeJob DescriptionThis position gives motivated individuals the chance to build performance-based income from home.You’ll assist families through digital consultations to help them secure financial stability.You will meet virtually with warm prospects and complete their enrollment steps.What We ProvideTraining & mentorship (no experience required)Access to...
-
Investment Advisor
3 days ago
Peoria, United States PNC Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an Investment Advisor within PNC Investments, you will be based in [city/state location of position] at the [branch name] branch.Job ProfilePosition OverviewAt PNC,...
