Wealth Advisor/Financial Planner

Job Description

Job Description

The position is for a Wealth Advisor/Financial Planner. We are looking for a Producing Advisor that wants to build a book of business. We participate in 3 lead generation programs and can explain more in a conversation. We are not looking or an account manager or a servicing Advisor. We want to bring someone on board with a very strong work ethic, entrepreneurial mindset and wants to help build a business.  

We are a small, but fast growing company and looking for someone with a strong work ethics, work habits, good in a team environment and an excellent communicator.  

If you fit that profile, this would be a great opportunity.   We can explain more in a phone interview, let us know if you are interested.

We are Independent Advisors (RIA). Having a Series 65 or 66 is mandatory, a CFP is a nice-to-have. This is an "in-office" position.

We are a small Wealth Management company growing our Phoenix operations and essentially serving Arizona individuals and families for their investment management and financial planning requirements. We differentiate ourselves by being transparent and the focus on building wealth for our clients, not Wall Street or Insurance companies. Clients state to us that they wanted us to manage their investments and finances because we are blunt with the truth and do not sugar coat the ups and downs of managing money. There are some key service offerings we have that our clients say it has helped them get and become organized with their investments and finances. Atlas and it's team support those services and work with our clients for on-going communication that is mission-critical to the success of our business relationships. Lack of Communication is the number one reason why many people leave or want to leave their current advisory firms and we (Atlas) make sure there is consistent communication and offer several ways to perform this important function.

We only want people that are experienced, well-organized and excellent communications to help ensure our mission of helping and serving our clients through expertise and consistent communication. Join Us!

Company Description

We are a small Wealth Management company growing our Phoenix operations and essentially serving Arizona individuals and families for their investment management and financial planning requirements. We differentiate ourselves by being transparent and the focus on building wealth for our clients, not Wall Street or Insurance companies. Clients state to us that they wanted us to manage their investments and finances because we are blunt with the truth and do not sugar coat the ups and downs of managing money. There are some key service offerings we have that our clients say it has helped them get and become organized with their investments and finances. Atlas and it's team support those services and work with our clients for on-going communication that is mission-critical to the success of our business relationships. Lack of Communication is the number one reason why many people leave or want to leave their current advisory firms and we (Atlas) make sure there is consistent communication and offer several ways to perform this important function.\r\n\r\nWe only want people that are experienced, well-organized and excellent communications to help ensure our mission of helping and serving our clients through expertise and consistent communication. Join Us!