Location: Phoenix, AZ

Registered Financial Advisor Do you have an established book of business   Are you dissatisfied with your current situation (employer, comp model, etc.)Are you interested in discussing a new home and negotiating your book   Women and minorities strongly encouraged to apply!Registered Advisors (Team & Sole Practioner Roles):             
Our premier Financial Client is seeking proven successful Financial Advisors with 7 - 20 years of experience (minimum assets under management $20M, production $200k.

Responsibilities: 
Continue to build client relationships with established clients.  Build relationships with clients seeking a new Financial Advisor to achieve their financial goals through the use of financial planning and wealth management.Market and sell appropriate investment products, financial and wealth management services/products to clients.Analyze investment opportunities and client needs, and recommend appropriate strategiesPrepare and deliver presentations/seminars to clients and prospects.Re-establish your client base under new umbrellaComply with all industry rules and regulations.Minimum Qualifications:  Currently a producing financial advisor with a book of business. 1st or 2nd Quintile producerTrack record of stable and successful work experience with same employer for a period of 5 - 10 years.  Prefer no more than 2 moves in the last 10 years please.Series 7 and 66 registration, and additional licensing
Ability to communicate effectively with co-workers and clients.A bachelor’s degree with 10 years of business experience and proven success in a previous career.Must have good credit and a clean U-4Proven Financial Professional!

Women and Minorities strongly encouraged to apply!

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