Financial Planner, Investment Retirement Planning
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Wealth Advisor
Location:
Phoenix, AZ, Peoria, AZ, or Chandler, AZ (On-Site)
Our client, a growing financial services organization, is seeking a relationship-driven Wealth Advisor to help individuals and families build financial confidence and prepare for a successful retirement. This is an exciting opportunity for an ambitious financial professional who wants to focus on what they do best, connecting with clients, delivering thoughtful financial guidance, and growing a rewarding advisory career. Competitive base salary, complemented by uncapped performance-based compensation and recurring income potential.
Comprehensive benefits, including medical, dental, vision, 401(k) matching, and employer-paid life and disability coverage.
Dedicated administrative and client service resources, allowing advisors to prioritize meaningful conversations and business development.
Professional training, ongoing mentorship, and a structured approach to building advisory expertise.
Guide prospective clients through personalized discussions about retirement readiness, financial priorities, and long-term wealth objectives.
Evaluate individual circumstances and recommend appropriate investment, income planning, and financial protection strategies.
Develop new client relationships by communicating the value of financial solutions and confidently guiding prospective clients toward informed decisions.
Foster strong client partnerships by providing personalized support, sharing relevant financial insights, and maintaining consistent engagement.
Participate in financial education initiatives and client engagement activities to strengthen relationships with prospective clients.
Collaborate with internal specialists to support account transitions, maintain a positive client experience, and achieve business growth objectives.
At least 3–5 years of experience supporting clients with financial products, asset management strategies, future planning needs, or specialized advisory solutions.
Proven success developing client relationships, identifying financial needs, and converting prospective opportunities into new business.
Working knowledge of investment products, retirement income planning, annuities, or insurance-based financial solutions.
Series 65 or an equivalent qualifying securities registration, or the ability and willingness to obtain the necessary credentials.
Life and Health insurance licensing, or willingness to secure the required licenses.
Strong interpersonal, presentation, and consultative selling abilities, with confidence engaging clients across a range of financial circumstances.
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