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Financial Advisor
Job in
Flagstaff, Coconino County, Arizona, 86004, USA
Listed on 2026-02-06
Listing for:
The Well
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
We’re hiring a Financial Advisor on behalf of our client- a growing, retirement-focused wealth management firm based in Northern Arizona
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- Prepare and deliver comprehensive financial plans, including retirement, tax, estate, insurance, and education planning
- Participate in client meetings and serve as a trusted point of contact for planning-related questions
- Analyze client financial data and develop recommendations aligned with client goals
- Support ongoing client service, reviews, and follow-up items
- Stay current on CFP® standards, financial planning best practices, and regulatory requirements
- 2+ years of experience in financial planning or wealth management
- Strong understanding of comprehensive financial planning concepts
- Excellent communication and relationship-building skills
- High attention to detail and strong organizational skills
- Proficiency with financial planning and CRM software (e.g., eMoney, Money Guide Pro , Redtail, or similar)
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