Financial Advisor and Estate Planner

Financial Advisor and Estate Planner Watermark Wealth Strategies (LPL Financial) Scottsdale, AZ Job Details Full-time $58,735.74 - $70,735.52 a year 7 hours ago Qualifications Customer communication Economics Series 66 Finance Series 7 Bachelor's degree Full Job Description Financial Advisor & Estate Planner Trainee Accelerate your career by learning directly from a veteran. The Opportunity Work alongside a Financial Advisor and Estate Planner with 32 years of industry-leading experience. This role transitions from direct mentorship to independent client management. What You Will Do Shadow client meetings to learn complex wealth management strategies. Draft comprehensive estate plans and financial blueprints. Conduct market research and prepare investment portfolio reviews. Manage client communications and administrative follow-ups. Experience situations in the sales process. Build your own book of business with senior guidance.

What We Look For Education:

Bachelor's degree in Finance, Economics, or related field.

Credentials:

Series 7 and 66 licensed, state insurance licensed (or ability to obtain within 90 days). We will sponsor you for the exams.

Skills:

Exceptional communication, high emotional intelligence, and sharp analytical thinking.

Traits:

Coachable mindset, strong ethics, and a self-starter attitude. What We Offer Direct mentorship from a 32-year industry expert. Competitive base salary plus performance-based bonuses. Clear pathway to full advisor status and book ownership. Sponsorship for future professional designations.

Pay:

$58,735.74 - $70,735.52 per year

Work Location:

In person