Wealth Advisor / Financial Advisor – Private Equity & Pre-IPO Platform

Mattengas Goombas Pizzeria, LLC; Fort Lauderdale (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Phoenix Financial, located in Fort Lauderdale, seeks a mid-level Wealth Advisor / Financial Advisor specializing in private equity and pre-IPO opportunities. You will work with high-net-worth clients to build comprehensive wealth plans using private equity and alternative investments.

Ideal candidates have a sales mindset, excellent communication, and the ability to learn quickly in a fast-paced environment. Training and licensing support are available for career growth in financial services.

Qualifications

• Trainees welcome; no finance experience required.
• For experienced advisors, Series 7/66 licenses and a proven production track record.
• Excellent communication and interpersonal skills.
• Ability to learn quickly and adapt in a fast-paced environment.
• Strong organizational skills and attention to detail.

Responsibilities

• Build and maintain long-term relationships with high-net-worth clients, providing tailored financial advice
• Educate clients on private equity, alternative investments, insurance solutions, and estate planning strategies
• Collaborate with internal teams to develop and implement comprehensive financial plans
• Identify opportunities to enhance client outcomes through integrated investment and insurance solutions
• Follow up with prospects and clients to facilitate capital deployment and execute planning strategies
• Stay informed on market trends, deal structures, and innovative planning techniques
• For trainees, complete licensing, training, and mentorship programs to achieve full advisor certification

Skills

Sales mindset

Strong communication

Interpersonal skills

Ability to learn quickly

Attention to detail

Strong work ethic

Tools

Series 7/66 licenses

FINRA licenses

Institutional research tools

Job description

Wealth Advisor / Financial Advisor – Private Equity & Pre-IPO Platform

Full-Time

Posted September 9, 2026

Job Overview

Phoenix Financial is seeking a mid-level Wealth Advisor / Financial Advisor specializing in private equity and pre-IPO opportunities to join our rapidly expanding team. This role offers the chance to work with high-net-worth clients, leveraging alternative investments and comprehensive wealth strategies within a modern, growth-oriented platform.

Key Responsibilities

• Build and maintain long-term relationships with high-net-worth clients, providing tailored financial advice
• Educate clients on private equity, alternative investments, insurance solutions, and estate planning strategies
• Collaborate with internal teams to develop and implement comprehensive financial plans
• Identify opportunities to enhance client outcomes through integrated investment and insurance solutions
• Follow up with prospects and clients to facilitate capital deployment and execute planning strategies
• Stay informed on market trends, deal structures, and innovative planning techniques
• For trainees, complete licensing, training, and mentorship programs to achieve full advisor certification

Required Qualifications

• Motivated individuals with a strong sales mindset and work ethic, no prior finance experience required for trainees
• For experienced advisors, current Series 7/66 (or equivalent) licenses and a proven production track record
• Excellent communication and interpersonal skills to engage high-net-worth clients
• Ability to learn quickly and adapt to a fast-paced, evolving environment
• Strong organizational skills and attention to detail

Preferred Qualifications

• Pursuit or possession of FINRA and insurance licenses
• Experience with alternative investments, private equity, or pre-IPO opportunities
• Background in estate planning, insurance, or comprehensive wealth management
• Familiarity with digital platforms and institutional research tools
• Demonstrated success in building and managing high-net-worth client relationships

About Phoenix Financial - Ft Lauderdale

Company Overview

Phoenix Financial is a growing, alternative-focused financial services firm committed to providing advisors and their clients access to a broad range of investment and wealth-management solutions. Our platform includes traditional investments, private equity and pre-IPO opportunities, structured investments, advanced insurance solutions, and estate-planning strategies.We are equally committed to developing the next generation of financial professionals. Through hands-on training, mentorship, licensing support, and exposure to experienced industry professionals, we provide motivated individuals with an opportunity to build their knowledge, develop their business, and establish a long-term career in financial services.At Phoenix Financial, we value professionalism, accountability, integrity, continuous improvement, and an entrepreneurial mindset. We believe strong advisors are built through preparation, experience, and a commitment to putting clients first.

Mission

Our mission is to deliver a best-in-class financial experience by combining personalized service, sophisticated investment solutions, and access to opportunities across a diverse range of asset classes. We are committed to acting with integrity, maintaining the highest professional standards, and helping our clients and advisors pursue long-term success.

Vision

Our vision is to build a premier financial services organization recognized for developing exceptional advisors, delivering sophisticated investment solutions, and providing clients access to opportunities beyond traditional wealth management. We strive to create an environment where talented, entrepreneurial professionals can build meaningful careers while helping clients build and preserve wealth.

Culture

Phoenix Financial maintains a professional, entrepreneurial, and performance-driven culture where individuals are encouraged to take ownership of their careers. We believe success is built through preparation, discipline, accountability, and continuous improvement.Our Fort Lauderdale office provides a collaborative, in-person environment where newer professionals can learn alongside experienced advisors and industry professionals. We encourage open communication, mentorship, healthy competition, and the exchange of ideas. Individuals who are motivated, coachable, professional, and willing to put in the work have the opportunity to grow within the organization.

Our Values

Our values define how we conduct business, serve our clients, and work with one another. We believe long-term success is earned by doing the right thing every day, taking responsibility for our actions, and continuously improving our knowledge and abilities.We expect our professionals to be prepared, accountable, client-focused, and willing to challenge themselves and one another to improve. Details matter in financial services, and we believe our reputation is built one decision, one client, and one interaction at a time.

Accountability

Professional Excellence

Client Commitment

Teamwork

Attention to Detail

Integrity

Benefits depend on roles applied for.

Benefits depend on roles applied for.