Wealth Advisor​/Financial Advisor – Private Equity & Pre-IPO Platform

Wealth Advisor / Financial Advisor – Private Equity & Pre-IPO Platform

Full-Time

Posted September 9, 2026

Phoenix Financial is seeking a mid-level Wealth Advisor / Financial Advisor specializing in private equity and pre-IPO opportunities to join our rapidly expanding team. This role offers the chance to work with high-net-worth clients, leveraging alternative investments and comprehensive wealth strategies within a modern, growth-oriented platform.

• Build and maintain long-term relationships with high-net-worth clients, providing tailored financial advice
• Educate clients on private equity, alternative investments, insurance solutions, and estate planning strategies
• Collaborate with internal teams to develop and implement comprehensive financial plans
• Identify opportunities to enhance client outcomes through integrated investment and insurance solutions
• Follow up with prospects and clients to facilitate capital deployment and execute planning strategies
• Stay informed on market trends, deal structures, and innovative planning techniques
• For trainees, complete licensing, training, and mentorship programs to achieve full advisor certification

• Motivated individuals with a strong sales mindset and work ethic, no prior finance experience required for trainees
• For experienced advisors, current Series 7/66 (or equivalent) licenses and a proven production track record
• Excellent communication and interpersonal skills to engage high-net-worth clients
• Ability to learn quickly and adapt to a fast-paced, evolving environment
• Strong organizational skills and attention to detail

• Pursuit or possession of FINRA and insurance licenses
• Experience with alternative investments, private equity, or pre-IPO opportunities
• Background in estate planning, insurance, or comprehensive wealth management
• Familiarity with digital platforms and institutional research tools
• Demonstrated success in building and managing high-net-worth client relationships

Phoenix Financial is a growing, alternative-focused financial services firm committed to providing advisors and their clients access to a broad range of investment and wealth-management solutions. Our platform includes traditional investments, private equity and pre-IPO opportunities, structured investments, advanced insurance solutions, and estate-planning strategies.

We are equally committed to developing the next generation of financial professionals. Through hands-on training, mentorship, licensing support, and exposure to experienced industry professionals, we provide motivated individuals with an opportunity to build their knowledge, develop their business, and establish a long-term career in financial services.

At Phoenix Financial, we value professionalism, accountability, integrity, continuous improvement, and an entrepreneurial mindset. We believe strong advisors are built through preparation, experience, and a commitment to putting clients first.

Our mission is to deliver a best-in-class financial experience by combining personalized service, sophisticated investment solutions, and access to opportunities across a diverse range of asset classes. We are committed to acting with integrity, maintaining the highest professional standards, and helping our clients and advisors pursue long-term success.

Our vision is to build a premier financial services organization recognized for developing exceptional advisors, delivering sophisticated investment solutions, and providing clients access to opportunities beyond traditional wealth management. We strive to create an environment where talented, entrepreneurial professionals can build…