Financial Advisor

Scottsdale, AZ • Phoenix, AZ

Full-time $100,000.00 - $150,000.00

Posted 11/25/2024

Job Title: Financial Advisor
Location: Scottsdale, AZ (in-office)
Salary: $100,000-$150,000/year
Requirements:
1.) Bachelor's degree in Finance, Economics, or related field (or equivalent work experience).
2.) 4+ years of recent professional experience as a Financial Advisor (or similar) with expertise in 401(k) plans and 3+ years of experience with high net worth clientele.
3.) CFP, CFA, CWS, WMCP (or similar certification) is HIGHLY preferred, but not required.

Position Overview
We are seeking a knowledgeable and driven Financial Advisor specializing in 401(k) plans to join our team. The ideal candidate will provide tailored financial advice and investment strategies to clients, ensuring their financial goals are met. This role involves working closely with clients to understand their financial needs and offering comprehensive solutions, particularly in areas such as retirement planning and wealth management.

Key Responsibilities

Assess clients' financial situations and provide personalized financial advice.
Develop and implement financial plans that align with clients' goals.
Educate clients on investment options and retirement plans, including 401(k).
Maintain strong client relationships through regular follow-ups and meetings.
Stay updated on market trends and changes in financial regulations.
Collaborate with other financial professionals to provide comprehensive services.

Qualifications

Bachelor's degree in Finance, Economics, or related field (or equivalent work experience).
4+ years of recent professional experience as a Financial Advisor (or similar) with expertise in 401(k) plans.
3+ years of experience with high net worth clientele.
CFP, CFA, CWS, WMCP (or similar certifications) HIGHLY preferred.
Strong knowledge of financial products (especially 401(k)) and investment strategies.
Ability to build and maintain client relationships.

Benefits

Medical/Dental/Vision Insurance
401(k) + Company Match
Time Off
Paid Holidays
Paid Parental Leave
Short-/Long-Term Disability Insurance
Life and AD&D Insurance

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

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Job ID: BO4-1831219

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 11/25/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.