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Financial Advisor
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-07-11
Listing for:
Pomona College
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Expires on July 11, 2026
OverviewJob Title: Financial Advisor
Company: TAD Financial Solutions
Location: Scottsdale, AZ
Type: Full-Time
About UsTAD Financial Solutions helps clients achieve financial confidence through personalized planning, wealth management, and retirement solutions. We value trust, integrity, and long-term relationships.
Position OverviewWe are seeking a Financial Advisor to guide clients in reaching their financial goals. You will provide tailored financial strategies, recommend solutions, and build strong client relationships.
Key Responsibilities- Assess client financial goals and develop personalized plans
- Recommend investments, retirement, insurance, and wealth management solutions
- Monitor client portfolios and suggest adjustments as needed
- Educate clients on financial products and strategies
- Maintain accurate records and ensure compliance
- Bachelor’s degree in Finance, Business, or related field
- 2+ years of experience in financial services or advising
- Strong communication and relationship-building skills
- Knowledge of financial planning, investments, and retirement strategies
- Competitive base salary: $60,000–$90,000/year + performance-based incentives
- Commission and bonus opportunities
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Professional development and licensing support
- Make a real impact on clients’ financial futures
- Work in a supportive, growth-oriented environment
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