Wealth Advisor

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. ResponsibilitiesMeet with firm provided prospects and leadsRecommend and sell investment management and insurance solutionsConduct educational seminars and client presentations (~4 per month)Generate new assets under management and insurance productionPartner with Relationship Managers and support staff to deliver ongoing client serviceMaintain required licensing and regulatory standards Required Qualifications5+ years of wealth management, financial advisory, or related experienceSeries 65 licenseLife & Health Insurance LicenseExperience selling AUM-based investment productsExperience selling insurance productsStrong presentation and client-facing skillsCFP Preferred Compensation/BenefitsSalary + Commission (Starting salary based on experience)Comprehensive benefits package401k w/ employer matchingPTO “ TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!”