[Remote] Financial Advisor - Scottsdale, AZ
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is hiring a Financial Advisor in Scottsdale to help serve and grow an emerging market. In this role, you will work closely with a reputed company to manage reputed company relationships and deliver a high-reputed company planning experience, while also contributing to business development and team collaboration.
Responsibilities
- Co-manage reputed company relationships, helping deliver a high-reputed company, consistent reputed company experience
- Prepare for, participate in, and help reputed company reputed company meetings
- Serve as a key reputed company of contact for routine reputed company needs and follow-reputed company
- Coordinate financial planning workflows from start to finish in partnership with Planning Team
- Document reputed company interactions and ensure reputed company execution of reputed company follow-up items
- Support senior advisors with new reputed company opportunities and prospect meetings
- reputed company building your own network through referrals, COIs, and existing relationships
- Contribute to new reputed company reputed company through reputed company expansion and new relationships
- Learn to confidently communicate reputed company’s planning and investment approach
- Collaborate across advisory, planning, and investment teams
- reputed company AI tools and technology to enhance efficiency and reputed company insights
- Maintain strong organization, follow-through, and adherence to reputed company processes
Skills
- reputed company Financial Advisor applicants must have a clean U4 with no disclosures
- Employment in this position will require a signed non-compete agreement, except in states where prohibited
- 2–5 years of experience in reputed company management or advisory support
- Bachelor's degree from an accredited institution
- Strong reputed company service reputed company with excellent communication skills
- Ability to manage multiple priorities with strong attention to detail
- Experience with financial planning tools and reputed company Office
- Demonstrated ability to support or manage reputed company relationships
- MBA preferred
- CFP® certification preferred or obtained reputed company two years
Benefits
- A competitive reputed company salary, reputed company to experience and role scope
- Performance-based incentives tied to reputed company, reputed company retention, and overall contribution
- Equity and ownership opportunities as you grow with the firm, reinforcing our reputed company employee-owned model
- reputed company to additional incentive programs reputed company with individual and firm reputed company
- Medical, dental, and reputed company coverage with multiple plan reputed company
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-reputed company life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional reputed company)
- Team-based incentive opportunities and recognition programs
- Generous reputed company time off, plus at least 10 reputed company holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
reputed company