Top Tech Jobs & Startup Jobs

Provides personalized financial guidance by understanding client objectives and developing strategies for investments, retirement planning, and wealth management. Uses financial tools and analytics to assess needs, create action plans, and deliver comprehensive solutions. Builds long-term client relationships, communicates recommendations effectively, and collaborates with industry experts to support clients’ financial success.

Provides personalized financial advice and strategies based on clients’ objectives, including investments, retirement planning, and wealth management. Uses financial tools and analytics to assess needs, develops action plans, and builds long-term client relationships. Collaborates with industry experts while delivering responsive, results-oriented service.

Engage clients to understand financial goals and provide tailored investment, retirement planning, and wealth management strategies. Use financial tools and analytics to assess needs, develop action plans, and support informed decision-making. Build long-term client relationships, collaborate with industry experts, and deliver comprehensive financial guidance while contributing to client growth and satisfaction.

Provides personalized financial guidance to clients, including investment recommendations, retirement planning, and wealth management strategies. Assesses client needs using financial tools and analytics, develops action plans, and builds long-term client relationships. Collaborates with industry experts and communicates solutions clearly to help clients achieve financial objectives.

Engage clients to understand financial objectives and provide tailored investment, retirement planning, and wealth management strategies. Assess client needs using financial tools and analytics, develop action plans, build long-term relationships, and collaborate with industry experts to deliver comprehensive financial guidance.

Build and manage a financial advisory practice serving families, business owners, and professionals across Arizona. Assess client goals across protection, savings, taxes, retirement, debt, estate planning, and education funding; recommend insurance, annuities, advisory accounts, and retirement products; and develop a portable book of business. The role includes licensing, structured training, activity and quality targets, client relationship development, and potential team leadership. Compensation is uncapped commission as a 1099 independent contractor with no base salary or benefits.

Seeks established financial advisors in Northern Arizona planning practice succession, reduction, or sale within 12–60 months. The role involves confidential valuation, deal-structure design, regulatory documentation, and client-transition planning. Advisors may pursue an outright sale, earn-out, gradual transition, or reduced-role continuation. Requirements include an established book of business, clean or disclosed compliance history, client continuity needs, production-data sharing under NDA, and regulatory background checks for continuing affiliations.

Advise families, business owners, and professionals on protection, savings, tax strategy, retirement, debt, estate planning, and education funding. Build and manage a client book of business, implement insurance and investment products, assess client needs using planning tools, maintain client relationships, and meet activity and quality metrics. The role includes licensing guidance, training, commission-based compensation, and a defined path toward leadership and advisor development.

Manage and grow an established Arizona client book on an independent financial services platform. Advise clients using tailored wealth strategies, open-architecture insurance and investment products, advanced markets, premium financing, and advisory tools. Maintain regulatory compliance, complete licensing and registration requirements, and transition client relationships from existing firms. Build production through commissions, retain book ownership, and potentially develop team-based override compensation.

Experienced financial advisor responsible for transitioning and managing an established client book on an independent platform, delivering tailored wealth and insurance strategies, developing high-net-worth solutions, and expanding client relationships. The role requires licensed insurance and securities credentials, compliance with U4/U5 requirements, and established Phoenix-area relationships. Compensation is commission-based, uncapped, and production-tiered, with book portability, transition support, benefits, and opportunities for advanced professional designations.