Find & Apply For Personal Financial Advisor Jobs in Peoria, Arizona

Position Overview:

The Associate Financial Advisor plays a pivotal role in fostering client relationships and supporting the advisory team by delivering exceptional service. This individual will engage with leads, referrals, and existing clients, ensuring their financial needs are met with professionalism and care. The ideal candidate thrives in a service-oriented role, is detailed oriented, excels at follow-through, and is passionate about supporting their advisor team, and helping clients achieve their financial goals.

Key Responsibilities:

Client Relationship & Service Management Ensure all materials are prepared and accurate for advisory client meetings. Maintain and update client records in financial planning software. Develop and nurture long-term client relationships through proactive outreach and follow-up. Perform touch calls with new clients to ensure satisfaction and engagement. Review client accounts regularly to identify life changes, economic shifts, or planning opportunities. Assist clients with annuities, life insurance, long-term care insurance, and managed money services. Support the resolution of service issues related to new accounts, transfers, and amendments. Make outbound calls to prospects and existing clients to schedule appointments. Participate in public seminars andworkshops to engage with prospects. Support advisors with suitability reviews for annuity contracts. Track and follow up on client account transfers and rollovers. Operational & Administrative Support Ensure detailed notes are recorded after every client interaction. Complete, submit, and track service requests from client meetings. Assist advisors with allocation changes, cash disbursements, and paperwork. Maintain compliance blotters and transaction records. Help gather client signatures for new and existing accounts. Conduct quarterly client update mailings and report reviews. Stay current on all financial products and services offered by the firm. Continuously improve industry knowledge to better serve clients.

Licensure Requirements:

Active Life & Health Insurance License. Series 65 License. Performance Metrics (KPIs) Client Satisfaction Ratings

• Ensuring high service standards. Assets Under Management (AUM) Growth
• Contributing to business expansion. Appointment Conversion & Retention Rates
• Effective follow-up and relationship management.

Ideal Candidate Profile:

Strong interpersonal and communication skills with a client-first mindset. Proven ability to manage multiple priorities in a fast-paced environment. Experience in financial services, sales, or client advisory roles. Detail-oriented with strong organizational and follow-up abilities. Comfortable engaging with prospects and clients. Knowledge of financial planning software (preferred but not required). This role offers a dynamic opportunity to grow within a client-focused financial advisory team while making a meaningful impact on clients' financial well-being.

Job Type:

Full-time Pay:

$65,000.00

• $85,000.

00 per year

Benefits:

401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance

License/Certification:

65 License (Required) Life & Health Insurance License (Required)

Work Location:

In person