Financial Advisor — Growth & Planning Specialist

Talentify; Tempe (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA/FSA options

401(k) with 5% match

Employee Assistance Program

Life and disability coverage

Tuition Reimbursement

Paid time off

Job summary

Talentify is seeking a performance-driven Investment Services professional in Tempe to develop new business and service existing accounts aligned with goals and industry requirements.

You will meet with clients to promote financial planning and investment services, deliver compelling proposals, and ensure documentation and regulatory compliance. This role reports to the Manager, Investment Services and offers a base salary within market ranges.

Qualifications

• Three years financial services sales experience.
• Ability to create and deliver effective messages to diverse audiences.
• Willing to travel as required.

Responsibilities

• Meet with clients to promote financial planning and investment services.
• Present financial plans and investment proposals professionally.
• Coordinate with program partners to service accounts and respond to inquiries.
• Track sales, marketing and referrals.
• Participate in business development activities and meet production goals.

Skills

Sales experience

Communication

Travel willingness

Education

Series 7, 63 and/or 65/66 licenses

Life and Health Insurance Licenses

Bachelor’s degree in Business Administration or related field

Job description

Talentify is seeking a performance-driven Investment Services professional in Tempe to develop new business and service existing accounts aligned with goals and industry requirements.

You will meet with clients to promote financial planning and investment services, deliver compelling proposals, and ensure documentation and regulatory compliance. This role reports to the Manager, Investment Services and offers a base salary within market ranges.