Wealth Advisor
$125,000–$150,000 year
On-site · Phoenix, Arizona, United States
Job Summary
Wealth Advisor to onboard and manage relationships with high net worth clientele, delivering tax and estate planning, comprehensive financial planning, asset allocation, cash flow analysis, retirement planning, and investment management with a clear path toward granted equity. The firm will invest heavily in marketing and lead generation to drive client meetings and growth; compensation includes a base salary plus revenue-based incentives and equity potential within 2-3 years. Requires professional designations (CFP, CPA, CFA or JD) and 5+ years of experience in managing relationships with high-net-worth clients. W2 position with 401k match and strong benefits.
Required Qualifications
- CFP
- CPA
- CFA
- JD
- 5+ years experience leading relationships with high net worth clientele
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