Wealth Advisor

Employee Relations Associates, Inc.; Peoria (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits package

401k with employer matching

PTO

Job summary

Employee Relations Associates, Inc. seeks a Wealth Advisor in Chandler, AZ to service retirement, investment, insurance and estate planning needs.

This full‑time role involves meeting with prospects, conducting seminars, and recommending wealth management solutions with support from marketing and scheduling teams. You will generate new assets under management, maintain licensing, and collaborate with Relationship Managers to deliver ongoing client service.

Qualifications

• 5+ years in wealth management or financial advisory.
• Series 65 license required.
• Life and health insurance licenses required.
• Experience selling AUM-based investment products.
• Experience selling insurance products.
• Strong presentation and client-facing skills.
• CFP credential preferred.

Responsibilities

• Meet with firm-provided prospects and leads.
• Recommend and sell investment management and insurance solutions.
• Conduct educational seminars and client presentations (~4 per month).
• Generate new assets under management and insurance production.
• Partner with Relationship Managers and support staff to deliver ongoing client service.
• Maintain required licensing and regulatory standards.

Skills

Client-facing skills

Presentation skills

Sales of investments and insurance

Education

Series 65 license

Life & Health Insurance license

CFP preferred

Job description

Wealth Advisor
Location: Chandler, AZ
Position Summary
This full-time role is with a wealth management firm that works with their clients on retirement, investment, insurance and estate planning needs.
The Wealth Advisor is responsible for meeting with prospective clients, conducting seminars, recommending wealth management and insurance solutions, and growing new business.
The firm provides marketing support, lead generation, appointment scheduling, paperwork processing, and administrative support.

Responsibilities

• Meet with firm provided prospects and leads
• Recommend and sell investment management and insurance solutions
• Conduct educational seminars and client presentations (~4 per month)
• Generate new assets under management and insurance production
• Partner with Relationship Managers and support staff to deliver ongoing client service
• Maintain required licensing and regulatory standards

Required Qualifications

• 5+ years of wealth management, financial advisory, or related experience
• Series 65 license
• Life & Health Insurance License
• Experience selling AUM-based investment products
• Experience selling insurance products
• Strong presentation and client-facing skills
• CFP Preferred

Compensation/Benefits

• Salary + Commission (Starting salary based on experience)
• Comprehensive benefits package
• 401k w/ employer matching
• PTO

“ TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!”