Wealth Advisor: Client-Centric Financial Planning

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

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.