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Financial Advisor – Greater Arizona Market
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
- Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions
- Recommending investment products and services suitable for prospects
- Balancing investment growth, referral activities, customer follow up, and personal growth and development
- Organizing and managing resources to run a productive practice
- Seeking the expertise of specialists to identify planning and investment strategies
- Completing mandated training, assessments, performance goals and continuing education requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.
Demonstrates expertise in financial services and investment products, with a strong focus on relationship building and client engagement. Proven ability to meet performance goals through effective prospecting, customized solutions, and collaboration with specialists.
Highest-signal resume keywords- Series 7 License
- Series 66 License
- Investment Knowledge
- Client Relationship Management
- Goal-Oriented
Hard Skills
- Investment Products
- Financial Planning
- Sales Experience
- Prospecting
- Needs Assessment
- Interpersonal Skills
- Effective Communication
- Trust Building
- Collaboration
- Follow-Through
- Series 7 License
- Series 66 License
- Financial Services
- Investment Industry
- High-Net Worth Individuals
- Performance Goals
- Networking
- Microsoft Word
- Microsoft Power Point
- Microsoft Excel
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