Independent Financial Advisor: Build Your Practice & Impact

WestPac Wealth Partners; Scottsdale (AZ); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Industry-leading training

Proprietary planning software

Team-work culture

Free licensing

Licensing study reimbursements

Advanced planning team

Coaching & accountability

Job summary

WestPac Wealth Partners seeks driven individuals to run their own wealth advisory practice with strong mentorship and licensing support. You’ll build client relationships and apply financial planning knowledge across a broad client base, supported by a culture that emphasizes integrity and accountability.

The firm highlights industry-leading training, proprietary planning tools, and a team-oriented environment, with licensing reimbursements and ongoing coaching to help you grow your practice.

Qualifications

• 4-Year degree required.
• Desire to help others with integrity.
• High ethical standards.
• Strong interpersonal and relationship skills.
• Commitment to professional development.
• Goal-oriented and driven.
• SIE, Series 7 & 66 license, Life and Health (obtain).

Skills

Interpersonal skills

Integrity & ethics

Goal-oriented

Relationship building

Education mindset

Licensing readiness

Education

4-Year Degree

Job description

WestPac Wealth Partners seeks driven individuals to run their own wealth advisory practice with strong mentorship and licensing support. You’ll build client relationships and apply financial planning knowledge across a broad client base, supported by a culture that emphasizes integrity and accountability.

The firm highlights industry-leading training, proprietary planning tools, and a team-oriented environment, with licensing reimbursements and ongoing coaching to help you grow your practice.