Wealth Advisor | Fast-Track Leadership & $100k+

Four Corners Financial Advisors (FCFA); Phoenix (AZ); In loco; USD 70.000 - 100.000; Tempo pieno

Descrizione del lavoro

Four Corners Financial Advisors seeks energetic, entrepreneurial Financial Advisors in Phoenix, AZ, to help clients achieve financial success. No prior finance experience is required; extensive training, resources, and support are provided.

In this role you identify potential clients, meet with them to assess needs, and develop customized financial plans. You will maintain ongoing client relationships and provide continuous consultation and guidance.

Competenze

• Associate degree in business or related field.
• Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office.
• Must be a U.S. or Permanent Resident.
• Willing to work in office.

Mansioni

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs.
• Develop customized financial plans to address each client's goals.
• Maintain strong relationship with clients, helping them track their progress over time.
• Provide ongoing consultation and support.

Conoscenze

Communication

Energy & work ethic

Entrepreneurial spirit

Sales / client acquisition

Relationship building

Formazione

Associate’s degree in business or related field

Descrizione del lavoro

Four Corners Financial Advisors seeks energetic, entrepreneurial Financial Advisors in Phoenix, AZ, to help clients achieve financial success. No prior finance experience is required; extensive training, resources, and support are provided.

In this role you identify potential clients, meet with them to assess needs, and develop customized financial plans. You will maintain ongoing client relationships and provide continuous consultation and guidance.