Associate Financial Advisor

Opportunity The Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice. This is a client-facing position focused on providing financial and investment advice. This role starts as a hybrid position between financial planning and relationship management as an advisor. The vision is for this individual to become a Private Wealth Advisor within 24 months of their start date. RESPONSIBILITIES Assist in plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor Group Serve as the dedicated financial planner to the Phoenix Private Wealth Advisors Utilization of e*Money financial planning software Supporting client administrative needs around e*Money Ability to create robust financial plans and formulate recommendations for clients After training and development (target 2-4 months): Enter into client advisory role whereby business development and relationship management are expanded QUALIFICATIONS 4-10 years of work experience (preferably in financial services or an RIA) Expectation of growing into a Private Wealth Advisor in the coming years Strong interest in pursuing the CFP® credential (preferably already has a CFP® or has already started the process but does not need to have the designation for hire) A strong understanding of financial planning concepts – tax, estate, retirement, insurance, cash flow planning, etc. Accurate, organized, and highly detail-oriented An effective communicator who is highly responsive and can provide thoughtful advice to clients CONSIDERATION Salary commensurate with experience Full benefits package including medical, dental, vision, and disability 401(k) plan with employer contribution of 3% of compensation #J-18808-Ljbffr