Wealth Advisor: Uncapped Earnings, Client-Focused Growth

Foguth Financial Group; Scottsdale (AZ); On-site; USD 150,000 - 500,000; Full time

Job summary

Foguth Financial Group is expanding its Advisory team and seeks Financial Advisors to help individuals and families reach long-term goals through comprehensive financial planning. Advisors will be supported by client services, marketing, and events teams and will educate hundreds of households annually.

Our advisors do not engage in cold calling; all leads and prospects are generated by the firm. Compensation opportunities range from salary plus bonus based on performance, with uncapped earning

Qualifications

• FINRA 65 registration or equivalent is required.
• Health and Life licenses are preferred.
• Clean background check and Compliance record.

Responsibilities

• Seek out and build a client base through educational seminars, workshops, and referrals.
• Onboard new clients through a fact-finding and needs analysis journey.
• Develop and present wealth management strategies and income plans.
• Review and monitor client plans yearly, biannually, and quarterly to stay on track.
• Adhere to compliance policies and procedures.
• Interface with an associate advisor/client servicing team to ensure smooth onboarding.

Education

FINRA 65 license

Health and Life license

Job description

Foguth Financial Group is expanding its Advisory team and seeks Financial Advisors to help individuals and families reach long-term goals through comprehensive financial planning. Advisors will be supported by client services, marketing, and events teams and will educate hundreds of households annually.

Our advisors do not engage in cold calling; all leads and prospects are generated by the firm. Compensation opportunities range from salary plus bonus based on performance, with uncapped earning