ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Principal Financial Group
Phoenix, AZ, United States
A career with more potential You’re a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, you’ll have the freedom to grow your practice in a way that works for you. Let’s enhance your business Your business is your financial future. When was the last time you evalua
Job Source: Principal Financial GroupHUB International
Scottsdale, AZ, United States
Financial Investment Advisor page is loaded Financial Investment Advisor Solicitar locations Scottsdale, AZ time type Full time posted on Publicado hace 2 días job requisition id R0023821 As a Financial Advisor on the Wealth Management Services team, you will spend your day talking to clients about their financi
Job Source: HUB InternationalADVATIX - Advanced Supply Chain and Logistics
glendale, az
Financial Services Advisor Role Summary Our client seeks a Financial Services Advisor to join their rapidly growing team. The Financial Service Advisor effectively counsels'' students and parents on the availability of Title IV Programs to achieve their educational goals within federal guidelines. The Financial Service Advisor can assist and answer
Job Source: ADVATIX - Advanced Supply Chain and LogisticsDeloitte
Tempe
Engagement Financial Advisor, Consultant - Financial Planning & Analysis, EFA Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs provide high-quality engagement financial management activities through all asp
Job Source: DeloitteThrivent Financial
Scottsdale
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissio
Job Source: Thrivent FinancialEdward Jones
Tempe
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And every
Job Source: Edward JonesCenturi Group, Inc.
Phoenix, AZ, United States
Centuri Group, Inc. Senior Financial Analyst Phoenix , Arizona Apply Now Centuri companies consider several factors when extending an offer, including but not limited to, the role and responsibilities, a candidate's work experience, education, training and skills, and geographic location. Who We Are Centuri Group, Inc. is comprised of
Job Source: Centuri Group, Inc.Mountain Park Health Center
Phoenix, AZ, United States
Responsible for financial monthly reporting to Controller and CFO including identifying, tracking, and analyzing financial trends, revenue opportunities and abnormalities, and performing monthly budget to actual comparisons by location and department. Responsible for generating and maintaining annual and monthly budget for the organization with the
Job Source: Mountain Park Health CenterPhoenix, AZ, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
#LI-Remote
#J-18808-Ljbffr
Senior Financial Advisor jobs in Phoenix, AZ, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.