Financial Advisor - Phoenix, AZ

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

Financial Advisor

Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team. Are you looking to expand your career and be part of a successful team? Are you driven, self‑motivated, and customer‑focused? If you enjoy working closely with clients, developing long‑term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you!

Overview

The Financial Advisor will have the opportunity to meet one‑on‑one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.

Key Traits

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability

Minimum Requirements

• College degree preferred
• 3+ years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65
• Strong organizational, prioritization, interpersonal, and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite (Outlook, Excel, Word, Power Point)
• Experience with Redtail/CRM preferred, but not required

Responsibilities

• Prepare, present, and implement customized financial plans
• Assist clients with annuities, life, long‑term care, and managing money
• Provide financial planning advice to include investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Assist the main Advisor with meeting individual and team goals

Hours

Monday–Friday: 9 am – 5 pm

Seminars 3 per month

Salary

• TBD

Benefits

• Health Insurance
• 401(k)
• PTO