Financial Advisor

The Well; Flagstaff (AZ); On-site; USD 120,000 - 150,000; Full time

Job summary

The Well in Flagstaff, AZ, is hiring a Financial Advisor to provide holistic financial planning and support clients in complex financial decisions. The ideal candidate will have over 2 years of experience, strong communication skills, and proficiency with CRM software.

Working closely with senior advisors, the Financial Advisor will prepare financial plans, analyze client data, and maintain compliant records. The firm focuses on serving retirees and offers a collaborative workspace designed for growth.

Qualifications

• Minimum 2 years experience in financial planning or wealth management.
• Strong understanding of financial planning concepts.
• Excellent communication and relationship-building skills.

Responsibilities

• Prepare comprehensive financial plans for clients.
• Serve as a trusted point of contact for client inquiries.
• Analyze client financial data and develop tailored recommendations.
• Collaborate with advisors on investment strategies.
• Maintain accurate client records.
• Support ongoing client service and follow-ups.
• Stay updated with CFP standards and financial regulations.

Skills

Comprehensive financial planning concepts

Excellent communication skills

Relationship-building skills

Attention to detail

Organizational skills

CRM software proficiency

Tools

eMoney

MoneyGuidePro

Redtail

Job description

Salary: $120k-$150k depending on experience, CFP highly desirable

Experience: 2+ years

Overview

We’re hiring a Financial Advisor on behalf of our client, a growing, retirement‑focused wealth management firm based in Flagstaff, AZ.

About the Firm

• Independent wealth management and tax planning firm serving retirees, pre‑retirees, and select business owners.
• Approximately $200M in assets under management plus roughly $60M in annuity business.
• Client households generally in the $1M–$5M range in investable assets.
• Recently launched an integrated tax practice arm to provide a true “one‑stop shop” for clients.

Role Overview

We are seeking a Financial Advisor who will work closely with senior advisors to deliver holistic financial planning, support client relationships, and help guide clients through complex financial decisions. The ideal candidate is detail‑oriented, client‑centric, and excited to grow within a collaborative advisory environment.

Key Responsibilities

• Prepare and deliver comprehensive financial plans, including retirement, tax, estate, insurance, and education planning.
• Participate in client meetings and serve as a trusted point of contact for planning‑related questions.
• Analyze client financial data and develop recommendations aligned with client goals.
• Collaborate with advisors on investment strategy implementation and ongoing portfolio reviews.
• Maintain accurate and compliant client records and planning documentation.
• Support ongoing client service, reviews, and follow‑up items.
• Stay current on CFP® standards, financial planning best practices, and regulatory requirements.

Qualifications

• 2+ years of experience in financial planning or wealth management.
• Strong understanding of comprehensive financial planning concepts.
• Excellent communication and relationship‑building skills.
• High attention to detail and strong organizational skills.
• Proficiency with financial planning and CRM software (e.g., eMoney, MoneyGuidePro, Redtail, or similar).
• Ability to work effectively in a small, team‑oriented firm environment.