Senior Financial Advisor — Established Scottsdale Team & Warm Leads

Foguth Financial Group; Scottsdale (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Foguth Financial Group is expanding its Scottsdale-based team with an additional Financial Advisor who will build a thriving practice using firm-provided warm leads and a full support structure.

Join an established independent RIA with a proven growth model, ongoing coaching, and a focus on client service, wealth management, and retirement income strategies, backed by a dedicated office team.

Qualifications

• 3+ years of financial services experience preferred.
• Strong communication and relationship-building skills.
• Arizona Health & Life license or ability to obtain; Series 65 or equivalent registration; clean compliance record.

Responsibilities

• Build and grow your client base using warm leads.
• Conduct discovery meetings and fact-finding conversations.
• Develop and present wealth management and retirement income strategies.
• Deliver an exceptional client experience with support from a dedicated team.
• Follow a proven planning and service process.

Skills

Relationship building

Communication

Sales mindset

Education

Series 65 or equivalent registration

Arizona Health & Life license (or ability to obtain)

Job description

Foguth Financial Group is expanding its Scottsdale-based team with an additional Financial Advisor who will build a thriving practice using firm-provided warm leads and a full support structure.

Join an established independent RIA with a proven growth model, ongoing coaching, and a focus on client service, wealth management, and retirement income strategies, backed by a dedicated office team.