Wealth Advisor

The Wealth Advisor is responsible for meeting with prospective clients, conducting seminars, recommending wealth management and insurance solutions, and growing new business. The firm provides marketing support, lead generation, appointment scheduling, paperwork processing, and administrative support.

Wealth Advisor
Location: Chandler, AZ
Position Summary
This full-time role is with a wealth management firm that works with their clients on retirement, investment, insurance and estate planning needs.
The Wealth Advisor is responsible for meeting with prospective clients, conducting seminars, recommending wealth management and insurance solutions, and growing new business.
The firm provides marketing support, lead generation, appointment scheduling, paperwork processing, and administrative support.

Responsibilities

• Meet with firm provided prospects and leads
• Recommend and sell investment management and insurance solutions
• Conduct educational seminars and client presentations (~4 per month)
• Generate new assets under management and insurance production
• Partner with Relationship Managers and support staff to deliver ongoing client service
• Maintain required licensing and regulatory standards

Required Qualifications

• 5+ years of wealth management, financial advisory, or related experience
• Series 65 license
• Life & Health Insurance License
• Experience selling AUM-based investment products
• Experience selling insurance products
• Strong presentation and client-facing skills
• CFP Preferred

Compensation/Benefits

• Salary + Commission (Starting salary based on experience)
• Comprehensive benefits package
• 401k w/ employer matching
• PTO

“ TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!”