Financial Planner 3+ Years Experience

The Financial Planner role at Babb Financial Group focuses on managing existing client relationships, onboarding new clients, and delivering comprehensive financial planning within a collaborative team. Candidates should have at least three years of advisory experience.

Responsibilities

• Maintain and deepen relationships with the current client base to support retention and growth.
• Assist with onboarding new clients into the advisory process.
• Collaborate with teammates to deliver holistic financial planning and coordinated tax strategies.
• Provide guidance on financial planning and investment management topics.
• Partner with external professionals such as CPAs and attorneys as needed.
• Ensure follow-through that delivers clarity, organization, and peace of mind for clients.

Requirements

• Minimum 3 years of advisory experience.
• Series 65 license.
• Life and Health Insurance licenses.
• Bachelor's degree.
• Outgoing, personable, and strong communicator.
• Detail-oriented, team-oriented, growth-minded, and collaborative.
• Eager to advance within the profession.

Benefits

• 401(k) plan
• 401(k) matching
• Life and disability insurance
• Open PTO and Friday afternoons free when work is complete
• Relocation assistance
• Professional development assistance
• Retirement plan

Job Details

• Location: Phoenix, AZ (onsite)
• Type: Full-time
• Salary: USD 100,000 - 150,000 per year
• Education: Bachelor's degree
• Experience: 3+ years in advisory role