Wealth Management Financial Advisor

RoShay Services; Tempe (AZ); On-site; USD 90,000 - 160,000; Full time

Job summary

RoShay Services in Tempe, AZ seeks a Wealth Advisor to deliver comprehensive financial planning and investment guidance for high-net-worth clients.

You will assess goals, risk tolerance, and cash flow, craft customized strategies, and collaborate with specialists to optimize client outcomes.

Qualifications

• Experience in comprehensive financial planning and investment advisory.
• Ability to evaluate risk and align recommendations with client objectives.
• Excellent relationship management and communication skills.
• Collaborative mindset and commitment to continuous learning.
• High ethical standards and dedication to community impact.

Responsibilities

• Assess client goals, risk tolerance, and cash-flow needs to build customized strategies.
• Deliver guidance across banking, insurance, and investment solutions.
• Develop and deepen client relationships to grow a book of business.
• Collaborate with internal specialists to enhance client outcomes.
• Support a client-focused, performance-driven culture while upholding integrity and inclusion.

Skills

Financial planning

Investment advisory

Risk assessment

Relationship management

Communication

Job description

Wealth Advisor provides comprehensive financial planning and investment guidance for high-net-worth and emerging affluent clients.

Key Responsibilities

• Assess client goals, risk tolerance, and cash-flow needs to build customized strategies.
• Deliver guidance across banking, insurance, and investment solutions.
• Develop and deepen client relationships to grow a book of business.
• Collaborate with internal specialists to enhance client outcomes.
• Support a client-focused, performance-driven culture while upholding integrity and inclusion.

Qualifications & Skills

• Strong expertise in financial planning and investment advisory.
• Ability to evaluate risk and align recommendations with client objectives.
• Excellent relationship management and communication skills.
• Collaborative mindset and commitment to continuous learning.
• High ethical standards and dedication to community impact.