Client-Focused Financial Advisor - Growth & Planning

Advisor Talent Solutions; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

401(k)

PTO

Job summary

Advisor Talent Solutions in Phoenix, AZ is seeking a Financial Advisor to join their successful team. The role involves working closely with clients to develop long-term relationships, providing financial planning advice, and assisting the main Advisor in achieving team goals. Candidates should have at least 3 years of financial services experience, strong organizational and analytical skills, and be proficient in MS Office. Benefits include Health Insurance, 401(k), and PTO.

Qualifications

• 3+ years of financial services experience with an emphasis on sales.
• Life and Health Licensed; Series 65 required.
• Strong mathematical and analytical skills.

Responsibilities

• Prepare, present, and implement customized financial plans.
• Assist clients with annuities, life, long‑term care, and managing money.
• Develop, manage, and retain strong client relationships.

Skills

Client relationship building

Sales experience

Organizational skills

Communication skills

Education

College degree preferred

Tools

MS Office Suite

Redtail/CRM

Job description

Advisor Talent Solutions in Phoenix, AZ is seeking a Financial Advisor to join their successful team. The role involves working closely with clients to develop long-term relationships, providing financial planning advice, and assisting the main Advisor in achieving team goals. Candidates should have at least 3 years of financial services experience, strong organizational and analytical skills, and be proficient in MS Office. Benefits include Health Insurance, 401(k), and PTO.