Senior Financial Advisor

3 weeks ago

Chandler, United States MBE Wealth Full time

What's the role?

The Senior Financial Advisor provides financial planning and investment support to the firm's clients in addition to leadership and business development for our Chandler market. For this senior-level role, we are looking for someone motivated to help us build our client base and market reach in the Chandler area. This is an exciting opportunity for a self-motivated and driven financial pro to grow both their career and earnings and even be considered for a partnership role in the MBE Wealth business.

MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.

What experience and skills do I need to be successful?

  • Bachelor's degree in finance, business administration, or a related business field.
  • Ideally 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 (Word, Excel, Outlook) and managing clients within a CRM.
  • Excellent personal skills when dealing with clients of all ages and from all walks of life.
  • Business development experience for growing the business in the Chandler market.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition:

  • Competitive medical, dental, and vision insurance plans.
  • FSA/HSA account options.
  • Paid Time Off (PTO).
  • 401k employer matching program to save for retirement.
  • Tuition reimbursement and professional growth opportunities through continuing education.
  • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
  • Bonuses for helping with business development leads.
  • Incredible potential for upward mobility and career growth.

What will my schedule look like?

This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.

How do I join?

The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.

What else are you hiring for?

See all MBE Wealth's openings at or reach out to our Lead Recruiting Partner, Kayla Schaller-Greenwood, on LinkedIn.

More about MBE Wealth:

MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 14 office locations including 11 in Wisconsin in Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus 1 office in Chandler, Arizona and 2 offices in Scottsbluff and Kimball, Nebraska. Learn more here:

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