Financial advisor • mesa az
Reports to: Manager, Investment Services.Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.Meet with existin... Show more
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This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key responsibilities include triaging client leads, making ... Show more
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San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno... Show more
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Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can Change Your Future Most people never find a career that al... Show more
Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more
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About Strategic People Advisors Strategic People Advisors (https:.We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financia... Show more
About Us: As human beings we have a strong intrinsic need for safety and security.It could be said that at some level our happiness depends on it.We believe that financial peace of mind forms the f... Show more
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more
WealthBridge Financial Group is seeking a results-oriented .In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and st... Show more
The average salary range is between $ 57,311 and $ 133,538 year , with the average salary hovering around $ 79,743 year .
Reports to: Manager, Investment Services.
Functions Supervised: None
Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.
Duties and Responsibilities:
Education: Series 7, 63 and/or 65/66 and Life and Health Insurance Licenses. LUTCF, CLU, ChFC or CFP designation and bachelor's degree in Business Administration or other related field preferred.
Experience/Skills: Three years financial services sales experience. Ability to create and deliver effective messages scaled to the appropriate audience. Must be willing to travel as required.
Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.
Salary Pay Range: $60,000 - $80,000 annually
Equal Opportunity Employer
