Financial Advisor

Chandler, TX - USA

Monthly Salary: Not Disclosed

Posted on: 19 days ago

Vacancies: 1 Vacancy

Job Summary

Whats the role

Financial Advisors provide financial planning and investment support to the firms clients. Your primary role will be to assist current firm clients financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts be detail-oriented and professional and have excellent written and verbal communication skills.

MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisors book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.

What experience and skills do I need to be successful

Bachelors degree in finance business administration or a related business field.
Experience in a financial advisor or related position.
Series 66 or Series 65 licensure.
General computer skills in using Microsoft Office Suite (Word Excel Outlook) and managing clients within a CRM.
Excellent personal skills when dealing with clients of all ages and from all walks of life.

Great Perks and Benefits:

Some major perks we offer are long-term job stability work-life balance to support raising a family and the opportunity to grow your career within the addition:

Competitive medical dental and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401k employer matching program to save for retirement.
Tuition reimbursement and professional growth opportunities through continuing education.
Supplemental insurance options for life AD&D STD LTD and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.

What will my schedule look like

This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.

How do I join

The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR followed by an interview with the MBE Wealth team.

What else are you hiring for

See all MBE Wealths openings on our website or reach out to our lead recruiter Jazmine Hoile on LinkedIn.

More about MBE Wealth:

MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth Door Country Fort Atkinson Mauston Marshfield Portage Reedsburg Sauk City Sun Prairie Tomah Wausau Wisconsin Dells-Lake Delton and our corporate headquarters in Baraboo plus offices in Phoenix Goodyear and Chandler Arizona in Scottsbluff and Kimball Nebraska and Durango Colorado.

Required Experience:

Unclear Seniority

Whats the roleFinancial Advisors provide financial planning and investment support to the firms clients. Your primary role will be to assist current firm clients financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectiv...