Find & Apply For Personal Financial Advisor Jobs in Sun Lakes, Arizona

Job Posting:

Financial Advisor /

Financial Planner Office Location:

Sun Lakes, AZ Company Overview Apollon Wealth Management located in the Sun Lakes, AZ area is growing rapidly and looking to add a key employee. We are seeking a professional Financial Advisor / Financial Planner who is ready to help an already thriving company continue to grow. We are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, has created a culture of success, and who offers a great career growth and ownership/partnership opportunity, this may be a good fit for you!

Requirements:

Minimum Qualifications 5+ years of experience as a Financial Advisor / Financial Planner or in a similar client-facing role (e.g., Associate Financial Planner, Associate Financial Advisor, etc.) Current FINRA Series 7 or Series 6 Securities License Current FINRA Series 66 or Series 65/63 Securities License Current Life, Health & Annuities License CRM software experience (e.g., Redtail, Salesforce, etc.) Office software products experience (e.g., DocuSign, Microsoft Office Suite, Outlook, Excel, Word, Teams, etc.) Financial services software experience (e.g., Holistiplan, Wealthscape, eMoney, MoneyGuidePro, Advisor360, etc.) Role Description Prioritizing client needs and helping to create solutions is an important part of our culture and at the core of everything our client does. As a Financial Advisor / Financial Planner, you will: Effectively manage current clients and new leads, and grow an assigned "book" of clients. Assist in developing and executing financial plans and strategies for current and prospective clients. Follow up on and document pending business with companies and clients. Actively participate in pre- and post-client meeting support. Prepare financial plans and periodic planning reports, and develop strategic recommendations. Support the Financial Advisor leadership team in the development, research, and analysis of client financial plans. Conduct client presentations regarding financial and tax planning options and opportunities, as needed. Assist the leadership team with plan analysis, plan design, and development of a strategy to meet client goals. Update CRM/database systems and client records to reflect the most current communications and accurate information. Ensure inquiries and concerns are addressed and resolved promptly, sustaining high standards for the client experience. Provide thorough, high-quality research, problem-solving, and issue resolution. Develop a comprehensive understanding of each client's overall financial and family situation to structure goal-based investment and financial plans. Establish trust and confidence with clients, addressing financial concerns and communicating proposed solutions clearly. Develop effective working relationships with team members and external partners to provide exceptional service to clients. Collaborate with team members to integrate tax, investment, insurance, estate planning, and cash flow strategies into comprehensive financial plans. Required Skills Excellent interpersonal, written, and verbal communication skills. Ability to prioritize projects, manage time effectively, and meet deadlines. Solid working knowledge of financial planning concepts and procedures. Ability to adapt smoothly as situations or business demands change. Self-directed initiative and strong follow-through skills. Excellent organizational and data management skills. Sound understanding of the financial markets and services ecosystem. Outstanding customer service commitment and a client-centric mindset. Ability to thrive in a fast-paced, collaborative, and friendly office environment. High level of confidence, perseverance, and a drive to succeed in a goal-oriented setting. Meticulous attention to detail and ability to follow operational procedures and policies. Willingness and desire to collaborate within a team and grow through mentorship. Strict adherence to complex regulatory, compliance, and client privacy standards. Preferred Qualifications Minimum existing book of fee based managed accounts of $15 million AUM.

Compensation & Benefits Salary:

$120,000 - $150,000 annually (base salary + bonuses/incentives), commensurate with experience, licensing, and certifications. Base salary with uncapped incentive compensation Medical, dental, and vision insurance plus 401(k) with company match. Long-term and short-term disability insurance. Monday-Friday schedule offering great work-life balance. Tremendous career growth and partnership/ownership opportunities. Generous PTO policy and paid holidays. How to Apply Thank you for your interest in the Financial Advisor / Financial Planner role in Sun Lakes, AZ. By responding to this ad via email, text, or phone call, you consent to receive communications regarding this position and future opportunities. You may opt out at any time by replying "STOP" to any message. Qualified candidates may be asked to complete personality profiling, skills assessments, and/or video/phone interviews. If you meet the qualifications, please apply from a personal email address and attach your resume.

Pay:

$55,000.00 - $150,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off

Work Location:

In person