Financial Advisor/Wealth Manager

Four Corners Financial, a Florida Financial Advisors company, is seeking a Financial Advisor/Wealth Manager to deliver tailored financial planning and wealth management services to working-class clients. The role is based onsite in Phoenix, AZ, with a base salary of USD 100,000 per year, extensive training, uncapped earning potential, and clear opportunities for career growth within the organization.

Responsibilities

• Identify and set appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address each client’s goals
• Maintain strong relationships with clients and help them track progress over time
• Provide ongoing consultation and support

Requirements

• Associate’s degree in business or an industry-related field
• Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
• Must be a U.S. or Permanent Resident
• Willing to work in office

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Some features of this position include

• One-on-one training from seasoned leaders in the local financial planning industry
• A comprehensive training program covering financial planning, portfolio analysis, management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Uncapped earning potential; advisors can exceed USD 100,000 in the first year, with a majority of compensation tied to performance
• Significant career growth opportunities within the company, including a leadership program with roles such as District Manager and Field Vice President

Compensation package

• Bonus opportunities
• Commission pay

Work Location

• In person

Job Type

• Full-time