Financial Advisor
- $100,000 - $150,000
- Scottsdale, AZ
Financial Advisor needed for Scottsdale Wealth Management firm
A bit about us:
We are a boutique wealth management firm known for delivering personalized, high-touch financial planning and investment strategies to high-net-worth individuals and families. As we expand into the Scottsdale market, we’re seeking a dynamic and client-focused Financial Advisor to help establish and grow our presence in the region.
What You’ll Do:
Build and manage a book of high-net-worth clients through proactive outreach and relationship development
Deliver comprehensive financial planning, investment management, and retirement strategies
Collaborate with internal specialists to provide holistic wealth solutions
Represent the firm at community and networking events to build brand awareness
Uphold fiduciary standards and maintain compliance with regulatory requirements
What You’ll Do:
Build and manage a book of high-net-worth clients through proactive outreach and relationship development
Deliver comprehensive financial planning, investment management, and retirement strategies
Collaborate with internal specialists to provide holistic wealth solutions
Represent the firm at community and networking events to build brand awareness
Uphold fiduciary standards and maintain compliance with regulatory requirements
Why join us?
What We Offer:
Competitive base salary plus performance-based incentives
Equity potential in a growing firm
Marketing and operational support to help you scale
Access to a curated investment platform and planning tools
A collaborative, values-driven culture
Competitive base salary plus performance-based incentives
Equity potential in a growing firm
Marketing and operational support to help you scale
Access to a curated investment platform and planning tools
A collaborative, values-driven culture
Job Details
What We’re Looking For:
5+ years of experience in financial advising, public accounting or wealth management
Either a CPA or CFP designation required, CFP highly desired.
Additional licensures highly desired, but not required.
Proven ability to cultivate client relationships and drive business development
Entrepreneurial mindset with a passion for delivering exceptional client service
5+ years of experience in financial advising, public accounting or wealth management
Either a CPA or CFP designation required, CFP highly desired.
Additional licensures highly desired, but not required.
Proven ability to cultivate client relationships and drive business development
Entrepreneurial mindset with a passion for delivering exceptional client service
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.