Financial Advisor

American Wealth Advisers, PLLC; Goodyear (AZ); On-site; USD 70,000 - 120,000; Full time

Job summary

American Wealth Advisers, PLLC in Goodyear, AZ is seeking a full-time Financial Advisor to meet with clients, review their financial situations, and determine strategies to achieve goals. You will develop personalized financial plans, evaluate investment options, and recommend retirement and wealth-accumulation strategies while monitoring portfolios and maintaining high ethical standards and compliance.

You will collaborate with leadership to uphold client-focused service and regulatory

Qualifications

• Expertise in financial planning and retirement planning with client-centric strategies.
• Solid finance foundation including cash flow, risk, and tax-aware planning.
• Experience providing financial advisory services including consultation and ongoing relationship management.
• Relevant licenses (e.g., FINRA registrations) and regulatory compliance knowledge.
• Strong analytical, communication, and interpersonal skills with clear explanations.

Responsibilities

• Meet with clients to review financial situations, clarify needs and goals.
• Develop personalized financial plans and evaluate investment options.
• Recommend retirement and wealth-accumulation strategies and monitor portfolios.
• Collaborate with leadership to uphold ethical, compliant client service.

Skills

Financial Planning

Retirement Planning

Investment Evaluation

Client Consultation

Regulatory Compliance

Communication Skills

Integrity

Education

Bachelor's degree in finance, economics, or related field

Tools

FINRA licenses

Job description

Company Description

American Wealth Advisers, PLLC is a fee-based investment firm in Goodyear, Arizona specializing in disciplined wealth accumulation and retirement income planning for individuals, families, and small business owners. The firm emphasizes client-focused service rather than product sales, creating customized financial plans tailored to each client's unique goals and circumstances. American Wealth Advisers is committed to helping clients achieve financial peace of mind, support loved ones, and give back to their communities. Clients are treated as partners in the planning process, with access to a broad range of investments and carefully studied recommendations. The firm operates as a Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered investment advisor and member FINRA/SIPC.

Role Description

This full-time, on-site Financial Advisor role is based in Goodyear, AZ. The Financial Advisor will meet with clients to review their financial situation, clarify needs and goals, and determine appropriate strategies to address those objectives. Daily responsibilities include developing personalized financial plans, evaluating investment options, and recommending suitable retirement and wealth accumulation strategies. The role involves ongoing portfolio monitoring, conducting reviews, and adjusting plans as markets or client circumstances change. The Financial Advisor will also collaborate with the firm's leadership to uphold a high standard of ethical advice, regulatory compliance, and client service.

Qualifications

• Demonstrated expertise in Financial Planning and Retirement Planning, with the ability to design comprehensive, client-centric strategies.
• Solid foundation in Finance, including understanding of cash flow, risk management, and tax-aware planning.
• Proficiency in evaluating and recommending Investments, including asset allocation and portfolio construction.
• Experience providing Financial Advisory services, including client consultation, suitability assessment, and ongoing relationship management.
• Relevant licenses (e.g., FINRA Series registrations) and ability to meet applicable regulatory requirements.
• Bachelor's degree in finance, economics, business, or a related field, or equivalent professional experience.
• Strong analytical, communication, and interpersonal skills, with the ability to explain complex concepts in clear, accessible language.
• High level of integrity, professionalism, and commitment to client-centered, non-discriminatory service.