Senior Financial Planner
The Senior Financial Advisor is a full-time position, located in Scottsdale, Arizona, Monday through Friday, 8:00 am to 5:00 pm. As a Senior Financial Advisor, you will be responsible for servicing existing client relationships both from a financial planning standpoint as well as investment management approach to ensure client retention and satisfaction throughout the financial planning lifecycle. We are looking for people with a passion for helping clients.
- CFP® designation or Series 66
- At least five (5) years’ experience in financial planning field directly managing client relationships
- In depth understanding the Financial Planning process and corresponding software
- Ability to work well independently and as part of a team
- Must be computer literate (Windows, Microsoft Office)
- Ten (10) years’ experience managing client relationships
- Located in the greater Phoenix metropolitan area
- Experience with Orion, Salesforce, eMoney, and TD Ameritrade/Schwab software systems
- RIA prospect sales experience
- Flexibility to travel
Knowledge, Skills and Abilities:
- Proficient writing, analytical and problem solving skills
- Manage interruptions, able to multitask, and work with varying personalities
- Prioritize and plan own workload
- Detailed and accurate
- Excellent interpersonal skills, both written and verbal
- Communicate effectively, operate standard office equipment, and follow oral and written instructions
Duties and Responsibilities:
- Building strong, personal relationships with our existing clients
- Proactive outbound calls to existing clients, identifying opportunities through needs based analysis and positioning appropriate solutions
- Delivering unparalleled value and outstanding service
- Maintain confidentiality in all aspects of client, firm and staff information
- Attending client meetings as required.
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all regulatory requirements, both internally and externally.
Unable to carry FINRA Series 7 license
Salary is commensurate with experience.
Relocation is not offered at this time.
Benefits include 401(k) and company match, profit sharing, bonus, health insurance and vacation time.
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