Arizona Licensed Wealth Advisor

Job Summary

To cultivate and manage relationships with high-net-worth clients, the full-time salaried Arizona Licensed Wealth Advisor will acquire new clients, oversee client interactions, and provide tailored financial planning and investment advice while working in a collaborative environment in Phoenix, AZ.

Key responsibilities

• Establish and maintain new client relationships while meeting acquisition goals
• Present client reports, organize client meetings, and ensure exceptional service delivery
• Collaborate with clients' other professional advisors and participate in the Investment Committee

Required qualifications

• Bachelor's degree
• Financial accreditations such as CPA, PFS, CFP, or CFA
• 7+ years of relevant financial planning and investment experience
• Impeccable reputation in the securities industry with excellent regulatory history
• Securities 65 or 66 license (Preferred)