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Financial Advisor

$60k - $90k

Pomona College

Expires on July 11, 2026 Overview Job Title: Financial Advisor Company: TAD Financial Solutions Location: Scottsdale, AZ Type: Full-Time About Us TAD Financial Solutions helps clients achieve financial confidence through personalized planning, wealth management, and retirement solutions. We value trust, integrity, and long-term relationships. Position Overview We are seeking a Financial Advisor to guide clients in reaching their financial goals. You will provide tailored financial strategies, recommend solutions, and build strong client relationships. Key Responsibilities Assess client financial goals and develop personalized plans Recommend investments, retirement, insurance, and wealth management solutions Monitor client portfolios and suggest adjustments as needed Educate clients on financial products and strategies Maintain accurate records and ensure compliance Qualifications Bachelor’s degree in Finance, Business, or related field 2+ years of experience in financial services or advising Strong communication and relationship-building skills Knowledge of financial planning, investments, and retirement strategies Competitive base salary: $60,000–$90,000/year + performance-based incentives Commission and bonus opportunities Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Professional development and licensing support Why Join Us Make a real impact on clients’ financial futures Work in a supportive, growth-oriented environment #J-18808-Ljbffr

Vacancy posted 16 hours ago
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