Financial Advisor

Location: Scottsdale
Posted on: June 23, 2025

Job Description:

Financial Advisor needed for Scottsdale Wealth Management firm This Jobot Job is hosted by: Ali Mercado Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $100,000 - $150,000 per year A bit about us: We are a boutique wealth management firm known for delivering personalized, high-touch financial planning and investment strategies to high-net-worth individuals and families. As we expand into the Scottsdale market, we’re seeking a dynamic and client-focused Financial Advisor to help establish and grow our presence in the region. What You’ll Do: Build and manage a book of high-net-worth clients through proactive outreach and relationship development Deliver comprehensive financial planning, investment management, and retirement strategies Collaborate with internal specialists to provide holistic wealth solutions Represent the firm at community and networking events to build brand awareness Uphold fiduciary standards and maintain compliance with regulatory requirements Why join us? What We Offer: Competitive base salary plus performance-based incentives Equity potential in a growing firm Marketing and operational support to help you scale Access to a curated investment platform and planning tools A collaborative, values-driven culture Job Details What We’re Looking For: 5 years of experience in financial advising, public accounting or wealth management Either a CPA or CFP designation required, CFP highly desired. Additional licensures highly desired, but not required. Proven ability to cultivate client relationships and drive business development Entrepreneurial mindset with a passion for delivering exceptional client service Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , Goodyear , Financial Advisor, Accounting, Auditing , Scottsdale, Arizona