Hybrid Financial Advisor: Grow and Serve Public Safety

Modern Wealth Management; Mesa (AZ); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Equity eligible

Job summary

Modern Wealth Management in the Phoenix/Tucson area is seeking a Financial Advisor – Hybrid (Servicing & Growth) to manage ongoing client relationships and contribute to the growth of the Public Safety Division.

This role splits time about 50–60% in servicing and financial planning, with remaining time on developing and closing new client relationships through referrals, internal leads, and community engagement.

Qualifications

• Minimum of 3 years of experience in financial planning or advisory services.
• CFP designation encouraged; if not held at hire, Series 65 license required.
• College degree preferred; military equivalent considered.
• Strong communication and relationship-building skills.

Responsibilities

• Conduct ongoing client meetings and deliver financial planning and investment recommendations.
• Serve as the primary advisor for assigned Public Safety Division clients.
• Develop new client relationships through referrals, community involvement, and targeted prospecting.
• Onboard new clients and transition servicing responsibilities as needed.
• Collaborate with Advisors and Client Service teams to ensure timely execution of requests.
• Monitor opportunities across client portfolios and prospect pipelines.

Skills

Client relationship management

Consultative advising

Business development

Financial planning

Communication skills

Education

College degree preferred

CFP designation encouraged

Series 65 license required if CFP not held

Job description

Modern Wealth Management in the Phoenix/Tucson area is seeking a Financial Advisor – Hybrid (Servicing & Growth) to manage ongoing client relationships and contribute to the growth of the Public Safety Division.

This role splits time about 50–60% in servicing and financial planning, with remaining time on developing and closing new client relationships through referrals, internal leads, and community engagement.