Financial Advisor

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Full Time Mesa, AZ, US

30+ days ago Requisition

Salary Range: $70,000.00 To $80,000.00 Annually

Location: Phoenix and Tucson, AZ

Department: Public Safety Division

Reports To: Advisory Leadership

The Financial Advisor – Hybrid (Servicing & Growth) is responsible for managing ongoing client relationships while also contributing to the growth of the Public Safety Division. This role typically spends approximately 50–60% of time servicing existing clients and delivering comprehensive financial planning
, with the remaining time focused on developing and closing new client relationships through referrals, internal leads, community engagement, and selective prospecting. The ideal candidate balances relationship management with business development while supporting long‑term client and divisional growth.

• Conduct ongoing client meetings and deliver comprehensive financial planning and investment recommendations
• Serve as the primary advisor for assigned Public Safety Division clients
• Manage and deepen existing client relationships through proactive engagement
• Develop new client relationships through referrals, community involvement, and targeted prospecting
• Conduct preliminary meetings with prospective clients and close new relationships as appropriate
• Facilitate onboarding for new clients and transition servicing responsibilities when needed
• Partner with other Advisors and Client Service teams to ensure timely and accurate execution of client requests
• Monitor opportunities across client portfolios and prospect pipelines
• Identify growth opportunities within existing client relationships
• Support marketing, outreach, and community engagement efforts aligned with the Public Safety Division

• CFP® designation encouraged; opportunity to obtain CFP® with courses and exam paid by the firm
• If CFP® is not held at hire, Series 65 license (or combination of Series 7 and 66) is required
• Minimum of 3 years of experience in financial planning, advisory services, or related roles
• Military equivalent job experience accepted
• Strong communication, relationship‑building, and organizational skills
• Ability to balance client servicing and business development responsibilities
• Client relationship management and consultative advising
• Business development and referral‑based growth
• Excellent verbal and written communication skills
• Collaborative, growth‑oriented mindset
• Target Total Cash Range: $80,000 – $110,000

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.