Holistic Financial Advisor – Retirement & Planning Lead

Babb Financial Group; Flagstaff (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Babb Financial Group is seeking a Financial Advisor for a full-time, on-site role in Flagstaff, AZ. You will meet with clients to understand goals, assess financial situations, and create tailored financial plans.

Responsibilities include analyzing investments, retirement planning, and coordinating with teams on insurance and tax strategies. The role emphasizes staying compliant, maintaining documentation, and driving business development through referrals and strong client relationships.

Qualifications

• Provide holistic guidance in financial planning and ongoing plan management.
• Analyze risk, asset allocation, and investments to meet client objectives.
• Experience in retirement planning, including Social Security strategies and income distribution.
• Excellent interpersonal, communication, and presentation skills to explain complex concepts clearly.
• Bachelor’s degree in finance, business, economics; CFP/ChFC preferred.
• Demonstrated integrity and adherence to fiduciary and regulatory standards.

Responsibilities

• Meet with clients to understand goals, assess financial situations, and develop comprehensive plans.
• Analyze investment options and monitor portfolios to keep clients aligned with long-term strategies.
• Prepare and deliver clear, compliant advice with detailed documentation.
• Collaborate with internal teams on investment, insurance, and tax-related strategies.
• Support business development through relationship-building and referrals.

Skills

Holistic financial guidance

Excellent communication

Client relationship building

Team collaboration

Attention to detail

Fiduciary standards

Education

Bachelor’s degree in finance/business/economics

CFP/ChFC or similar designation preferred

Tools

Financial planning software

CRM systems

Office productivity tools

Job description

Babb Financial Group is seeking a Financial Advisor for a full-time, on-site role in Flagstaff, AZ. You will meet with clients to understand goals, assess financial situations, and create tailored financial plans.

Responsibilities include analyzing investments, retirement planning, and coordinating with teams on insurance and tax strategies. The role emphasizes staying compliant, maintaining documentation, and driving business development through referrals and strong client relationships.