Associate Private Wealth Advisor

Opportunity

The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice. This is a client-facing position focused on providing financial and investment advice. This role starts as a hybrid position between financial planning and relationship management as an advisor. The vision is for this individual to become a Private Wealth Advisor within 24 months of their start date.

• Assist in plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group
• Serve as the dedicated financial planner to the Phoenix Private Wealth Advisors
• Utilization of e
  * Money financial planning software
• Supporting client administrative needs around e
  * Money
• Ability to create robust financial plans and formulate recommendations for clients
• After training and development (target 2-4 months):
  Enter into client advisory role whereby business development and relationship management are expanded

• 4-10 years of work experience (preferably in financial services or an RIA)
• Expectation of growing into a Private Wealth Advisor in the coming years
• Strong interest in pursuing the CFP® credential (preferably already has a CFP® or has already started the process but does not need to have the designation for hire)
• A strong understanding of financial planning concepts – tax, estate, retirement, insurance, cash flow planning, etc.
• Accurate, organized, and highly detail-oriented
• An effective communicator who is highly responsive and can provide thoughtful advice to clients

• Salary commensurate with experience
• Full benefits package including medical, dental, vision, and disability
• 401(k) plan with employer contribution of 3% of compensation