Wealth Advisor - Phoenix, AZ
1 month ago
Job summary
Wealth Advisor: As a member of Mountain America's wealth management team you will collaborate with MACU branches and third-party broker dealers providing comprehensive solutions enhancing relationships defining financial dreams
Responsibilities include maintaining long-term relationships understanding financial needs goals risk tolerance developing comprehensive plans recommending products monitoring changes adhering regulatory requirements maintaining records continually enhancing skills staying updated on industry trends providing cutting-edge advice solutions.
Requirements include relevant experience bachelor's degree licenses certifications computer office equipment skills advanced Microsoft Office Suite Outlook ability to learn applicable software managerial responsibility language skills ability to read interpret documents write routine reports speak effectively before groups employees members clients experience investment guidance advice members superior record sales achievement high ethical standards proven leadership training developing lesser experienced staff members licensed branch employees consistently exceeding annual goals effective communication coaching member inquiries efficient manner superior sales skills command aspects investment insurance products mutual funds annuities thorough understanding economic principles compliance standards multitasking high priority tasks physical demands occasional reaching climbing balancing standing walking handling talking sitting vision requirements depth perception adjusting focus close distance color peripheral acuity lifts up pounds moderate noise level work environment.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
Wealth Advisor
3 days ago
Wealth advisor to manage relationships with high net worth clientele including tax and estate planning financial planning asset allocation cash flow analysis retirement planning investment management. · Manage relationships with high net worth clientele · ...
Wealth Advisor
1 month ago
The Wealth Advisor partners with clients to identify their financial goals and develop recommendations that help them work towards well defined financial objectives. · Manages time and resources efficiently and effectively · Tailors investment strategies for clients, identifying ...
Wealth Advisor
1 month ago
As a member of Mountain America's wealth management team you will collaborate with MACU branches to provide comprehensive wealth management solutions to our members. · ...
Wealth Advisor
1 month ago
+This role involves providing comprehensive wealth management solutions to credit union members by collaborating with MACU branches and third-party broker dealers. · +Maintain long-term relationships with credit union members. · Develop comprehensive financial plans for members. ...
Private Wealth Advisor
1 month ago
We are seeking a Private Wealth Advisor to develop and maintain relationships with high net worth individuals, families, family businesses, and similar entities. · ...
Senior Wealth Advisor
1 week ago
We are looking to hire a Senior Wealth Advisor to work in our Phoenix, AZ office.Gather data from clients in the planning process. · Manage existing & new referral relationships. · ...
Private Wealth Advisor
1 month ago
We are seeking a Private Wealth Advisor to develop and maintain relationships with high net worth individuals and families. · Develop and expand client relationships. · Servicing internally referred bank clients. · Help manage and monitor client portfolios. · ...
Wealth Financial Advisor
1 month ago
CAPTRUST seeks a dedicated Financial Advisor to build and manage a holistic wealth management practice providing comprehensive financial planning investment management solutions and risk management to retirement plan participants individual investors families and business owners. ...
Wealth Financial Advisor
3 days ago
++Join Our Team as a Financial Advisor at CAPTRUST+ · +Develop Client Relationships: Identify, establish, and manage new client relationships. · Provide Financial Planning: Offer ongoing financial planning and investment management services. · ...
Wealth Management Advisor
2 weeks ago
Wealth Management from U.S. Bank is uniquely positioned for growth and making significant investments to expand our advisor base and deliver an outstanding client experience. · Meet with affluent clients to collect financial information, conduct the needed discovery, assess inves ...
Associate Wealth Advisor, Schwab Wealth Advisory
2 weeks ago
You're empowered to make an impact on your career at Schwab, where innovative thought meets creative problem solving to transform the finance industry together. · ...
As an Associate Wealth Advisor, you will support 2-4 Wealth Advisors by servicing client relationships. · Servicing client relationships · ...
Associate Wealth Advisor, Schwab Wealth Advisory
11 hours ago
Servir a clientes virtuales para profundizar relaciones con los asesores de riqueza. · Finanzas personales · ...
Wealth Advisor
1 month ago
This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. · ...
Sr. Manager, Wealth Advisor
1 month ago
You are empowered to make an impact on your career at Schwab. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you will deliver an exceptional client experience and help clients manage their complex portfolios. · ...
Senior Wealth Advisor, Phoenix
3 weeks ago
The Senior Wealth Advisor role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens.Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inef ...
Sr. Manager, Wealth Advisor
1 month ago
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. · ...
Sr. Manager, Wealth Advisor
1 week ago
Opportunity to make an impact on your career as a Sr. Manager, Wealth Advisor at Schwab. · ...
Wealth Advisor
3 days ago
The Financial Advisors are enhancing existing relationships and developing new business opportunities.Wealth advisor with expertise in assessing a client's financial needs and making proactive recommendations. · ...
Wealth Advisor, Schwab Wealth Advisory
18 hours ago
At Schwab you're empowered to make an impact on your career. You'll help clients manage complex portfolios and achieve their goals. · ...