Hybrid Private Wealth Associate: Path to Advisor

The Bahnsen Group; Phoenix (AZ); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Full benefits package including medical, dental, and vision

401(k) plan with employer contribution of 3%

Job summary

The Bahnsen Group located in Phoenix, AZ, is seeking an Associate Private Wealth Advisor to provide client-facing financial and investment advice. This hybrid role aims to develop the candidate into a Private Wealth Advisor within 24 months.

Your responsibilities will include assisting with plan construction, serving as a dedicated financial planner, and supporting client administrative needs. Candidates with 4-10 years of experience in financial services are encouraged to apply, especially those interested in the CFP® credential.

Full benefits package and 401(k) plan are included.

Qualifications

• 4-10 years of work experience in financial services or RIA.
• Expectation of becoming a Private Wealth Advisor in the coming years.
• Strong interest in pursuing the CFP® credential.

Responsibilities

• Assist in plan construction and data management.
• Serve as the dedicated financial planner for Private Wealth Advisors.
• Create robust financial plans and formulate recommendations.

Skills

Financial planning concepts

Client relationship management

Communication skills

Attention to detail

Education

CFP® credential or pursuing it

Tools

e*Money financial planning software

Job description

The Bahnsen Group located in Phoenix, AZ, is seeking an Associate Private Wealth Advisor to provide client-facing financial and investment advice. This hybrid role aims to develop the candidate into a Private Wealth Advisor within 24 months.

Your responsibilities will include assisting with plan construction, serving as a dedicated financial planner, and supporting client administrative needs. Candidates with 4-10 years of experience in financial services are encouraged to apply, especially those interested in the CFP® credential.

Full benefits package and 401(k) plan are included.