Wealth Advisor

Focusfinancialpartners

Scottsdale, AZ, United States
Base: $110,000 - $115,000; bonus/equity: annual ca...
On-site
Holistic planning first approach
Client relationship management
Investment strategies
The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development

Job Summary

  • The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development.
  • They will initiate conversations and coordinate action plans in all aspects of a client’s financial life including goals-based planning, taxation, estate planning, and retirement.
  • The annualized base pay for this role is expected to be $110,000 - $115,000 base salary compensation range.

Matching Summary

The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development.

Salary

Base: $110,000 - $115,000; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • holistic planning first approach
  • client relationship management
  • investment strategies
  • taxation and estate planning
  • team development and growth

Nice-to-have

  • passion to serve clients
  • doing the right thing
  • sense of urgency
  • modeling excellence

Key Requirements

  • 7+ years of advisory experience
  • CFP® or equivalent required
  • Proven Business Development Skillset
  • Clean U4

Work Rights

Not specified

Tailored Resume

Cover Letter