Associate Financial Advisor

Miller Wealth Management; Gilbert (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Independence

Defined planning process

Direct access to leadership

Room to grow

Job summary

Miller Wealth Management seeks a financial advisor to manage and grow a book of client relationships in a fee-based, independent RIA environment.

You will lead client meetings, deliver comprehensive financial plans, and implement recommendations across retirement, tax, investments, and risk management. You will collaborate with the founder to shape growth and expand the advisory footprint.

Qualifications

• 2+ years of experience as a financial advisor.
• Series 65 or 66 (or ability to obtain promptly), with a clean U4.
• CFP designation or progress toward it preferred.
• Bachelor's degree preferred.
• Clear communicator who can explain complex ideas simply.

Responsibilities

• Manage and grow a book of client relationships.
• Lead client meetings, deliver financial plans, and implement recommendations.
• Advise on retirement income, tax efficiency, investments, and risk management.
• Support corporate retirement plan strategy and business exit planning.
• Work directly with the founder and contribute to how the firm grows.

Education

Bachelor's degree

CFP designation progress

Job description

Tired of quotas, product pressure, or a firm that treats your clients like inventory? Miller Wealth Management is an independent, SEC-registered RIA where advisors do real planning, backed by a proven process and a founder who's been building this practice since 2011.

ABOUT MILLER WEALTH MANAGEMENT

Founded in 2011 by Rodd Miller, CFP®, Miller Wealth Management serves professionals, business owners, and skilled trade employees with retirement and business exit planning, comprehensive financial and estate planning, and personalized investment advice. Everything we do runs through The One Process: Visualize → Strategize → Realize.

THE ROLE

• Manage and grow a book of client relationships
• Lead client meetings, deliver financial plans, and implement recommendations
• Advise on retirement income, tax efficiency, investments, and risk management
• Support corporate retirement plan strategy and business exit planning
• Work directly with the founder and contribute to how the firm grows

WHAT WE'RE LOOKING FOR

• 2+ years of experience as a financial advisor
• Series 65 or 66 (or ability to obtain promptly), with a clean U4
• Whether you bring an existing book or want to grow one, we want to talk
• CFP® designation or progress toward it preferred
• Bachelor's degree preferred
• A competitive, results-driven track record
• Clear communicator who can explain complex ideas simply

WHY MWM

• Independence: fiduciary advice without product quotas
• A defined planning process and proprietary tools that differentiate you
• Direct access to leadership, not layers of management
• Room to grow into a larger role as the firm scales

COMPENSATION & BENEFITS

• Compensation commensurate with experience and assets
• Performance bonuses
• Company retirement plan

We maintain a drug-free workplace.