Senior Financial Advisor: Lead Client Relationships & Growth

SJS Investment Services; Paradise Valley (AZ); On-site; USD 120,000 - 230,000; Full time

Job summary

SJS Investment Services is seeking a Senior Advisor in Paradise Valley, AZ, to serve as the primary relationship manager for clients and deliver comprehensive financial planning and investment guidance. You will guide complex planning decisions, foster revenue growth, and mentor junior advisors while collaborating across the firm to ensure exceptional client outcomes.

The role emphasizes leadership, proposal development, and a proactive approach to holistic financial strategies, including tax

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 10–15 years of experience in financial/investment fields.
• Ability to manage client relationships and deliver comprehensive financial advice.
• Knowledge of investments, tax planning, retirement strategies, and cash flow planning.
• CFP®, CFA, and/or other comparable designation preferred.
• Strong analytical, problem-solving, and communication skills.
• Proven ability to lead, mentor, and develop team members.

Responsibilities

• Serve as the primary relationship manager for assigned clients, maintaining and deepening relationships.
• Lead client meetings and presentations, delivering comprehensive financial plans across investments, tax, retirement, and cash flow.
• Provide proactive, advanced planning strategies for complex client situations.
• Monitor portfolios and ensure alignment with goals, philosophy, and risk practices.
• Oversee implementation of recommendations and coordination of client service activities.
• Develop, manage, and advance a pipeline of prospective clients through referrals and networks.
• Mentor Associate Advisors and Advisors; collaborate across teams to ensure a unified client experience.

Skills

Client relationships

Financial planning

Lead & mentor

Communication skills

Analytical thinking

Education

Bachelor’s in Finance/Economics/Accounting

Tools

Microsoft Office

CRM systems

Portfolio management tools

Financial planning software

Job description

SJS Investment Services is seeking a Senior Advisor in Paradise Valley, AZ, to serve as the primary relationship manager for clients and deliver comprehensive financial planning and investment guidance. You will guide complex planning decisions, foster revenue growth, and mentor junior advisors while collaborating across the firm to ensure exceptional client outcomes.

The role emphasizes leadership, proposal development, and a proactive approach to holistic financial strategies, including tax