Talent.com
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemPhoenix, AZ, United States
8 days ago
Job type
  • Full-time
Job description

FINANCIAL ADVISOR

$75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis

MUST HAVE 7 / 66 (63 / 65)

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in your immediate termination.

WE PROVIDE

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential Opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Required skills :

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

    • Desired skills :

  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.
    • Create a job alert for this search

    Financial Advisor • Phoenix, AZ, United States

    Related jobs
    • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance CompanyGilbert, AZ, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 8 days ago
    • Promoted
    Wealth Advisor, Schwab Wealth Advisory

    Wealth Advisor, Schwab Wealth Advisory

    Charles SchwabPHOENIX, AZ, United States
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor - America First Credit Union

    Wealth Advisor - America First Credit Union

    LPL FinancialTempe, AZ, US
    Full-time
    LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at America First Credit Union invites...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Financial Advisor (m / w / d)

    Financial Advisor (m / w / d)

    Edward JonesSurprise, AZ, United States
    Full-time
    This job posting is anticipated to remain open for 30 days, from 03-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 13 hours ago
    • Promoted
    Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage

    Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage

    Empower RetirementPhoenix, AZ, United States
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 13 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Principal CoPhoenix, AZ, United States
    Full-time
    Financial services professional : .Consider a career where you run your own business.Are you looking for a new career where you can help others while maintaining the flexibility to enjoy your own lif...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    Financial Advisor

    Financial Advisor

    Spence, Cassidy & Associates, LLCPhoenix, AZ, US
    Full-time
    On-Target Earnings (OTE) with uncapped earning potential.Roth or traditional options available).Nationally recognized compensation program. Comprehensive medical, dental, and vision insurance.One of...Show moreLast updated: 2 hours ago
    • Promoted
    Financial Advisor - Phoenix and Surrounding areas

    Financial Advisor - Phoenix and Surrounding areas

    Thrivent FinancialPhoenix, AZ, United States
    Full-time
    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 moreLast updated: 8 days ago
    • Promoted
    Advisor Licensing Program

    Advisor Licensing Program

    LPL FinancialTempe, AZ, US
    Full-time
    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...Show moreLast updated: 30+ days ago
    • Promoted
    Sr. Financial Advisor - Edward Jones Connection

    Sr. Financial Advisor - Edward Jones Connection

    Edward JonesTempe, AZ, US
    Full-time
    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations di...Show moreLast updated: 5 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Bank of MontrealScottsdale, AZ, United States
    Part-time
    Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    Experienced Financial Advisor

    Experienced Financial Advisor

    GoldBook FinancialParadise Valley, AZ, United States
    Full-time
    And a business partner who gives you the freedom to have both.You've spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change....Show moreLast updated: 13 hours ago
    • Promoted
    • New!
    Financial Advisor - Edward Jones Connection

    Financial Advisor - Edward Jones Connection

    Edward JonesTempe, AZ, United States
    Full-time
    You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations di...Show moreLast updated: 13 hours ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Edward JonesSurprise, AZ, US
    Full-time
    This job posting is anticipated to remain open for 30 days, from 03-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 7 days ago
    • Promoted
    Relationship Advisor I- Global Fund Banking

    Relationship Advisor I- Global Fund Banking

    First Citizens BankPhoenix, AZ, US
    Full-time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office. Together, Silicon Valley Bank and First Citizens offer you the strengt...Show moreLast updated: 17 days ago
    • Promoted
    • New!
    Wealth Advisor - America First Credit Union

    Wealth Advisor - America First Credit Union

    LPL Financial Holdings, Inc.Tempe, AZ, United States
    Full-time
    LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs. This role will require the employee to work.A Wealth Advisor act...Show moreLast updated: 13 hours ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern MutualGilbert, AZ, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    Financial Advisor Representative

    Financial Advisor Representative

    Edward JonesSun City, AZ, United States
    Full-time
    This job posting is anticipated to remain open for 30 days, from 16-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show moreLast updated: 13 hours ago