Financial Advisor jobs in United States
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The Well · 18 hours ago

Financial Advisor

positionFlagstaff, AZ
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$125K/yr - $150K/yr
date2+ years exp

The Well is a growing, retirement-focused wealth management firm based in Northern Arizona, and they are seeking a Financial Advisor. The role involves preparing comprehensive financial plans, participating in client meetings, analyzing financial data, and supporting ongoing client service.

Staffing & Recruiting

Responsibilities

Prepare and deliver comprehensive financial plans, including retirement, tax, estate, insurance, and education planning
Participate in client meetings and serve as a trusted point of contact for planning-related questions
Analyze client financial data and develop recommendations aligned with client goals
Support ongoing client service, reviews, and follow-up items
Stay current on CFP® standards, financial planning best practices, and regulatory requirements

Qualification

CFP certificationFinancial planning experienceFinancial planning conceptsFinancial planning softwareCommunication skillsRelationship-building skillsAttention to detailOrganizational skills

Required

CFP® certification required
2+ years of experience in financial planning or wealth management
Strong understanding of comprehensive financial planning concepts
Excellent communication and relationship-building skills
High attention to detail and strong organizational skills
Proficiency with financial planning and CRM software (e.g., eMoney, MoneyGuidePro, Redtail, or similar)

Company

The Well

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Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
dateFounded in 2023
location
Peoria, Arizona, US
people-size11-50 employees
web-link
https://thewell.solutions/

Funding

Current Stage
Early Stage

Leadership Team

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Steven Perry
Founder
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Company data provided by crunchbase