Professional Financial Advisor
New Yesterday
Unlock Your Potential as a Financial Advisor We are seeking a skilled and dedicated financial advisor to join our team. As a fiduciary, you will be responsible for delivering exceptional client experiences and making a direct impact on the lives of clients.
You will have the opportunity to work with a vast array of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading. This will enable you to help clients manage complex portfolios and achieve their goals.
What We're Looking For Bachelor's degree in finance or a related field
Active FINRA Series 7 license and Series 66 license
A minimum of three years of advisory experience, including creating and customizing financial plans and portfolios for clients
A minimum of five years of experience in the financial services industry working directly with clients
In addition to the required qualifications, we prefer candidates with CFP or CFA designations, superior relationship management and client retention experience, polished interpersonal, communication, and presentation skills, and attention to detail.
Why Join Us We offer a competitive benefits package that takes care of the whole you - both today and in the future:
Paid time off for vacation, volunteering, and sabbatical leave
Tuition reimbursement and professional development opportunities
Health, dental, and vision insurance
- Location:
- Tempe, United States