Wealth Advisor – Client Growth & Financial Planning

Mercer Advisors; Scottsdale (AZ); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) contributions

Generous paid time off program

Employee Assistance Plan

Pet Insurance

Job summary

A financial advisory firm in Scottsdale is seeking a Wealth Advisor to deepen client relationships and grow their practice. This role involves identifying financial goals, communicating solutions, and ensuring client retention through comprehensive offerings. Candidates should have at least 7-10 years of experience, a CFP designation, and strong communication skills. The position comes with a hybrid work schedule and an annual salary range of $85,000 to $145,000, along with various benefits including medical coverage and retirement plans.

Qualifications

• 7-10 years of job-related experience (Independent Advisor, Registered Representative, Financial Planner, CPA).
• Certified Financial Planner (CFP) designation required.

Responsibilities

• Partner with affluent clients to identify their financial goals.
• Communicate complex financial solutions to clients.
• Ensure client retention by building meaningful relationships.
• Leverage comprehensive solutions to provide offerings to clients.
• Act as a fiduciary, placing client interests first.

Skills

Advanced knowledge of the industry, financial products, and financial planning concepts

Superior communication skills

Experience utilizing financial planning software

Sales aptitude and experience

Ability to travel up to 20% for client meetings

Education

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)

Master’s degree

Job description

A financial advisory firm in Scottsdale is seeking a Wealth Advisor to deepen client relationships and grow their practice. This role involves identifying financial goals, communicating solutions, and ensuring client retention through comprehensive offerings. Candidates should have at least 7-10 years of experience, a CFP designation, and strong communication skills. The position comes with a hybrid work schedule and an annual salary range of $85,000 to $145,000, along with various benefits including medical coverage and retirement plans.