Associate Financial Advisor
Job Description
Job Description
Opportunity
Join a rapidly growing Registered Investment Advisory (RIA) firm and work directly with our President to service an existing book of business while also building your own client relationships. This is an exciting opportunity for an ambitious professional who is passionate about helping clients achieve their financial goals and who thrives in a collaborative, entrepreneurial environment.
Responsibilities
Partner with the President to service existing clients, supporting financial planning, investment allocation, and ongoing client needs.
Collaborate with our internal operations team to ensure client requests are handled efficiently and with care.
Build lasting client relationships by providing consistent, high-quality service and education.
Develop new client relationships and help grow assets under management.
Qualifications
Active Series 65 license (required).
Prior advisory experience preferred, but not required.
Proficiency in Microsoft Excel, Microsoft Office Suite, and virtual meeting platforms.
Ability to thrive in a fast-paced, dynamic environment with evolving responsibilities.
Ability to work on-site in our Scottsdale office at least four days per week.
Compensation & Benefits
Competitive salary based on qualifications and experience.
Comprehensive benefits package, including Medical, Dental, Vision, and Retirement plan.
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