Wealth & Retirement Planning Advisor
American Wealth Advisers, PLLC
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Job summary
American Wealth Advisers, PLLC in Goodyear, AZ is seeking a full-time Financial Advisor to meet with clients, review their financial situations, and determine strategies to achieve goals. You will develop personalized financial plans, evaluate investment options, and recommend retirement and wealth-accumulation strategies while monitoring portfolios and maintaining high ethical standards and compliance.
You will collaborate with leadership to uphold client-focused service and regulatory
Qualifications
- Expertise in financial planning and retirement planning with client-centric strategies.
- Solid finance foundation including cash flow, risk, and tax-aware planning.
- Experience providing financial advisory services including consultation and ongoing relationship management.
- Relevant licenses (e.g., FINRA registrations) and regulatory compliance knowledge.
- Strong analytical, communication, and interpersonal skills with clear explanations.
Responsibilities
- Meet with clients to review financial situations, clarify needs and goals.
- Develop personalized financial plans and evaluate investment options.
- Recommend retirement and wealth-accumulation strategies and monitor portfolios.
- Collaborate with leadership to uphold ethical, compliant client service.
Skills
Education
Tools
Job description
American Wealth Advisers, PLLC in Goodyear, AZ is seeking a full-time Financial Advisor to meet with clients, review their financial situations, and determine strategies to achieve goals. You will develop personalized financial plans, evaluate investment options, and recommend retirement and wealth-accumulation strategies while monitoring portfolios and maintaining high ethical standards and compliance.
You will collaborate with leadership to uphold client-focused service and regulatory
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