Senior Wealth Advisor - Uncapped Growth & Marketing Support

Employee Relations Associates, Inc.; Chandler (AZ); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical benefits 75% covered

3 weeks paid time off

401(k) with 5% employer match

Mentorship from senior leadership

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Client acquisition

Sales & closing

Presentation skills

Relationship building

Regulatory compliance knowledge

Education

CFP designation preferred

Job description

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.