Lead Wealth Advisor

Employee Relations Associates, Inc.; Chandler (AZ); In loco; USD 100.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical benefits 75% covered

3 weeks paid time off

401(k) with 5% employer match

Mentorship from senior leadership

Descrizione del lavoro

Employee Relations Associates, Inc. in Chandler, AZ seeks a Lead Wealth Advisor to join its established wealth management practice.

You will meet with high-net-worth clients, analyze retirement needs, and tailor investment strategies while focusing on building long-term relationships. The firm backs you with dedicated marketing, scheduling, and support, offering a base salary of $100,000–$120,000 plus uncapped commissions, plus expected total compensation of $250,000–$400,000 as the book grows.

Competenze

• 5–8+ years of wealth advisory experience.
• Proven success acquiring new clients and growing assets under management.
• Experience selling insurance/annuities and AUM investments.

Mansioni

• Meet with prospective and existing clients to assess goals and risk.
• Drive new client acquisition and asset growth.
• Recommend wealth management solutions including AUM products, annuities, and insurance.
• Conduct approximately four educational seminars per month to generate business.
• Develop retirement income, investment, and wealth preservation strategies.
• Ensure advisory activities comply with regulatory requirements.

Conoscenze

Client acquisition

Sales & closing

Presentation skills

Relationship building

Regulatory compliance knowledge

Formazione

CFP designation preferred

Descrizione del lavoro

Location: Chandler, AZ | Onsite
Compensation: $100,000–$120,000 Initial Base Salary + Uncapped Commission
Estimated Total Compensation: $250,000–$400,000 Annually at Maturity

About the Opportunity

Our client, an established and growing wealth management and financial advisory firm, is seeking an experienced Lead Wealth Advisor to join its Chandler, Arizona office.

This is an excellent opportunity for a results-driven financial advisor who enjoys building client relationships, delivering financial presentations, and helping individuals and families achieve their retirement and wealth management goals.

Unlike traditional advisory roles that require extensive prospecting and administrative responsibilities, this firm provides dedicated marketing, scheduling, appointment setting, and operational support. Advisors can focus on what they do best: meeting with qualified prospective clients, developing financial strategies, closing new business, and growing assets under management (AUM).

Key Responsibilities

• Meet with prospective and existing clients to assess financial goals, retirement needs, risk tolerance, and investment objectives.
• Drive new client acquisition and asset growth through consultative financial planning and relationship development.
• Recommend and sell wealth management solutions, including AUM-based investment products, annuities, and insurance solutions.
• Conduct approximately four educational seminars or financial presentations per month to engage prospective clients and generate new business.
• Convert qualified appointments and prospective client relationships into long-term advisory relationships.
• Develop customized retirement income, investment, and wealth preservation strategies.
• Maintain strong client relationships while identifying opportunities for additional asset growth.
• Partner with internal marketing, client service, and operations teams to deliver a seamless client experience.
• Ensure all advisory activities comply with applicable regulatory requirements and industry standards.

Qualifications

• 5–8+ years of experience as a Wealth Advisor, Financial Advisor, Retirement Advisor, or similar financial services professional.
• Proven success acquiring new clients, closing business, and growing assets under management.
• Experience selling both insurance/annuity products and AUM-based investment solutions.
• Strong understanding of retirement planning, investment strategies, and wealth management products.
• Excellent presentation, relationship-building, and consultative sales skills.
• Comfortable presenting to groups, leading financial seminars, and converting prospective clients into customers.
• Professional demeanor, strong business judgment, and a client-first approach.
• Clean FINRA BrokerCheck and regulatory history.
• CFP designation preferred.
• Background with an established wealth management, retirement planning, or financial advisory firm highly desirable.

Compensation & Benefits

• Initial base salary of $100,000–$120,000 during the first 3–6 months, transitioning to an $80,000 base salary.
• Commission structure includes 10% of trailing book revenue and 10% street-level annuity commissions.
• Estimated total annual compensation of $250,000–$300,000 by year two and $300,000–$400,000 by year three, based on performance.
• Medical benefits with 75% of premiums covered by the employer.
• Medical coverage effective the first of the month following the start date.
• Three weeks of paid time off.
• 401(k) with a 5% employer match.
• Comprehensive onboarding and training with senior leadership, including direct mentorship from the firm's founder and executive team.
• Established marketing and administrative support, allowing advisors to focus on revenue generation and client relationships.

Why Consider This Opportunity?

This position offers experienced Wealth Advisors the opportunity to significantly increase their earning potential without the burden of building a prospect pipeline entirely on their own. With qualified appointments, established marketing programs, dedicated administrative support, and a competitive commission structure, advisors can focus on growing their book of business and building lasting client relationships.

This is an immediate hiring priority, with an expedited interview process and interviews available right away.

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