East Valley : Gilbert / Queen Creek - Financial Advisor I

East Valley : Gilbert / Queen Creek - Financial Advisor I Job Category : Sales Associate Requisition Number : FINAN008670 Full-Time On-site Locations Ellsworth Branch, 20062 Ellsworth RD, Queen Creek, AZ 85142, USA The Financial Advisor I is responsible for delivering holistic, relationship-based financial planning and advisory services to clients and prospects. This role focuses on building long-term advisory relationships through discovery-based conversations that identify client goals, values, and life-stage needs. The Financial Advisor I applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to recommend appropriate solutions in the client’s best interest. Advisors work toward individual and program-level goals, viewing sales outcomes as a natural result of effective advice, trust, and ongoing client engagement. This role operates with appropriate guidance and oversight and is registered with Raymond James Financial, conducting business on behalf of the Investments & Financial Services program. What you will do here: Conduct discovery-driven conversations to understand clients’ financial goals, priorities, and concerns. Develop and recommend holistic financial strategies aligned with clients’ short- and long-term objectives. Build and maintain ongoing advisory relationships through proactive outreach, plan reviews, and life-event discussions. Educate clients on financial concepts, products, and strategies to support informed decision-making. Meet individual goals by delivering planning-led solutions that align with client needs and best interests. Encourage participation in and facilitation of ongoing business development activities, education, and internal employee training initiatives. Referral Management & Phone Support Manage referred prospects and outreach lists with a relationship-first mindset. Conduct outbound calls and follow-up communications to introduce advisory services and establish rapport. Qualify prospect needs through discovery conversations and transition appropriate relationships into active advisory clients. Partner with internal teams and referral sources to ensure seamless client experience. Operations and Compliance Complete required operational activities including account setup, maintenance, and transaction processing. Maintain accurate CRM documentation and client records in accordance with firm policies. Ensure all activities comply with applicable federal and state regulations, as well as broker/dealer requirements. Perform other job-related duties as assigned. What you will need: High School Diploma or GED. 1+ years of Financial Industry Experience. 1+ years of limited sales experience, phone sales and service. Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills. Foundational financial planning and consultative sales skills. Ability to develop and maintain long-term client and internal partner relationships. Strong organizational and time management skills with attention to detail. Ability to work independently and collaboratively in a dynamic environment. Proficiency in Microsoft Office applications. Valid Arizona driver license, with a clean motor vehicle record meeting company guidelines. Active and in good standing. Both Series 63 & 65—active and in good standing. AZ Life/Health Insurance Life and Disability Insurance Licence. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr