Senior Financial Advisor - AZ Licensed

A company is looking for a Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage.

Key Responsibilities

Provide high-level service to Personal Wealth clients, focusing on retention and asset growth

Manage client relationships through proactive and reactive communication, acting as a liaison with internal departments

Deliver holistic financial planning across various subjects, coordinating with operational teams and potentially training new hires

Required Qualifications

FINRA Series 7, 63, and 65 registrations required

Bachelor's Degree or higher in business, finance, or a related field

High-level knowledge of current investment products and industry services

Proven track record in relationship management and customer satisfaction

CFP certification preferred; experience with mass-affluent clients in investment advisory is a plus