Independent Financial Advisor — Lead Planning & Client Growth

Miller Wealth Management; Gilbert (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Independence

Defined planning process

Direct access to leadership

Room to grow

Job summary

Miller Wealth Management seeks a financial advisor to manage and grow a book of client relationships in a fee-based, independent RIA environment.

You will lead client meetings, deliver comprehensive financial plans, and implement recommendations across retirement, tax, investments, and risk management. You will collaborate with the founder to shape growth and expand the advisory footprint.

Qualifications

• 2+ years of experience as a financial advisor.
• Series 65 or 66 (or ability to obtain promptly), with a clean U4.
• CFP designation or progress toward it preferred.
• Bachelor's degree preferred.
• Clear communicator who can explain complex ideas simply.

Responsibilities

• Manage and grow a book of client relationships.
• Lead client meetings, deliver financial plans, and implement recommendations.
• Advise on retirement income, tax efficiency, investments, and risk management.
• Support corporate retirement plan strategy and business exit planning.
• Work directly with the founder and contribute to how the firm grows.

Education

Bachelor's degree

CFP designation progress

Job description

Miller Wealth Management seeks a financial advisor to manage and grow a book of client relationships in a fee-based, independent RIA environment.

You will lead client meetings, deliver comprehensive financial plans, and implement recommendations across retirement, tax, investments, and risk management. You will collaborate with the founder to shape growth and expand the advisory footprint.