Wealth Advisor

The Mom Project; Phoenix (AZ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

Parental leave

PTO

401k match

HSA contributions

Student loan assistance

Pet insurance

Job summary

The Mom Project is seeking an experienced Wealth Advisor in Phoenix to build lasting client relationships, deliver tailored financial plans, and conduct regular reviews. You will report to the Managing Director and contribute to a fast-paced advisory practice.

Ideal candidates bring 5+ years as a licensed financial professional, a Bachelor’s degree, and an ability to obtain CFP certification within 12 months. Strong communication and teamwork are essential for success.

Qualifications

• Licensed financial services professional with 5+ years of experience.
• Bachelor’s degree required and CFP certification target within 12 months.
• Strong quantitative, verbal and written communication skills.

Responsibilities

• Maintain and expand client relationships with onboarding focus.
• Develop and implement customized financial plans.
• Conduct in-person portfolio and planning reviews.
• Prepare investment proposals and collaborate with referral partners.
• Support business development and regulatory compliance.

Skills

Strong communication

Interpersonal skills

Client relationship management

Analytical thinking

Team oriented

Problem solving

Education

Bachelor’s degree

CFP certification (or within 12 months)

Tools

eMoney

Salesforce

Tamarac

Job description

We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have a passion for making a positive impact on client’s lives. You will report to the Managing Director.

What You’ll Do

• Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships
• Develop and implement customized financial plans
• Conduct in-person portfolio and planning reviews
• Prepare investment proposals
• Collaborate with our referral partners
• Support our business development efforts
• Follow and have knowledge of regulatory requirements

What You’ll Bring

You have strong professional communication and interpersonal skills. You can motivate yourself to manage a book of clients and provide an impeccable experience.

You will have experience and attributes in the following areas:

• Building immediate relationships with personnel and clients
• Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities
• Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan
• Experience creating client relationships - through high retention rate, increased wallet share capture, and receiving referrals

Required Experience

• 5+ years of experience as a licensed financial services professional
• Bachelor’s degree required
• Clean U4 Compliance Record
• CFP® certification or the ability to attain certification within 12 months
• Excellent quantitative, verbal, and written communication skills - can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
• Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning
• Demonstrate analytical skills
• Team-oriented individual to support a growing advisory practice
• Experience with eMoney, Salesforce, and Tamarac
• Securities representative licenses (Series 65 or 66) - FINRA
• You will be required to be accepted into the SAN (Schwab Advisor Network) through successful background check

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance