Job Overview:

We are looking for Licensed Financial Advisors with Series 7, 65, or 66 licenses to join our team in Tempe, Arizona. As a Financial Advisor, you will play a crucial role in providing personalized financial planning and investment advice to clients, while also engaging in local events to expand your network.

Job Details:

In this role, you will conduct client consultations to understand their financial needs, follow a structured advising process, and participate in company-hosted events to acquire new clients. This position requires strong sales skills and a client-focused approach.

Responsibilities:

• Conduct in-office meetings with clients for financial assessments
• Provide personalized financial planning and investment advice
• Participate in local events and dinner seminars to engage with prospects
• Convert qualified leads into long-term client relationships
• Follow a proven process for financial advising

Requirements:

• Hold Series 7, 65, or 66 licenses
• Demonstrate strong sales skills
• Ability to build and maintain client relationships
• Knowledge of financial planning and investment principles

Benefits:

• Competitive salary with commission potential
• Professional growth and development opportunities
• Networking opportunities at local events

Other Details:

This position requires occasional late appointments and dinner seminars. The work schedule is Monday to Thursday from 9:00 AM to 6:00 PM, and Friday from 9:00 AM to 3:00 PM.

If you are a driven individual with a passion for financial advising and client success, we encourage you to apply for this exciting opportunity in Tempe, Arizona.