Private Client Wealth Advisor

Fairygodboss; Kingman (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Financial Advisor in Kingman, Arizona to champion client relationships and deliver tailored investment solutions. You will leverage your experience to build a successful book of business while providing holistic financial coaching.

Applicants should have at least 2 years of relevant experience, along with necessary licenses (Series 7, Series 66). This role offers a competitive rewards package, including health care coverage and retirement plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client relationships and integration with partners.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and digital tools available.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial coaching

Digital innovation

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Financial Advisor in Kingman, Arizona to champion client relationships and deliver tailored investment solutions. You will leverage your experience to build a successful book of business while providing holistic financial coaching.

Applicants should have at least 2 years of relevant experience, along with necessary licenses (Series 7, Series 66). This role offers a competitive rewards package, including health care coverage and retirement plans.