Holistic Wealth Advisor

GoldBook Financial LLC; Scottsdale (AZ); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

CFP designation (Nice-to-have) as an)

CFA designation (Nice-to-have)

Life, Accident, and Health Insurance

Transferable book of business

MBA or Master’s in Finance

Job summary

GoldBook Financial LLC in Scottsdale, AZ is seeking a mid-level Financial Advisor to design comprehensive financial plans, manage client portfolios, and help clients pursue long-term financial independence.

You will conduct regular portfolio reviews, proactively expand the firm’s book of business with high-net-worth and corporate clients, and collaborate with tax, estate, and insurance specialists.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3-5 years of successful experience in financial advisory or wealth management services.
• Active FINRA Series 7 and Series 66 licenses (or Series 63 and 65).
• Proven track record of meeting production goals and maintaining long-term client relationships.
• Exceptional communication and presentation skills with the ability to explain complex concepts simply.

Responsibilities

• Develop and implement comprehensive financial plans tailored to clients' goals, risk tolerance, and time horizons.
• Conduct regular portfolio reviews and proactive client consultations.
• Actively prospect and network to identify high-net-worth individuals and corporate clients to expand the firm’s book of business.
• Collaborate with internal tax, estate, and insurance planning specialists to provide holistic wealth management.
• Maintain rigorous compliance with regulations and firm policies.

Skills

Communication skills

Relationship building

Presentation skills

Education

Bachelor's degree in Finance, Economics, Business Administration

Tools

FINRA Series 7

FINRA Series 66

FINRA Series 63

FINRA Series 65

Job description

GoldBook Financial LLC in Scottsdale, AZ is seeking a mid-level Financial Advisor to design comprehensive financial plans, manage client portfolios, and help clients pursue long-term financial independence.

You will conduct regular portfolio reviews, proactively expand the firm’s book of business with high-net-worth and corporate clients, and collaborate with tax, estate, and insurance specialists.