Juniper Wealth Management · 1 day ago
Producing Advisor [Licensed Series 65 Financial Advisor & Life Insurance License]
Scottsdale, AZ
Full-time
Onsite
Mid LevelJuniper Wealth Management is growing and an opportunity is available for a licensed Producing Advisor who thrives in a consultative, high-touch environment and confidently closes business via Zoom and telephone conversations. This role involves conducting consultations with qualified prospects, converting leads into long-term client relationships, and presenting financial recommendations.
FinanceFinancial ServicesWealth Management
Responsibilities
Conducting Zoom, phone, and in-person consultations with qualified prospects
Converting inbound leads into long-term client relationships
Presenting clear, compliant, and compelling financial recommendations
Working evening dinner seminars and digital lead campaigns
Partnering with operations and service teams to deliver a seamless client experience
Qualification
Required
Licensed Series 65 advisor with an active life insurance license
Confident closing new business through Zoom and phone-based consultations
Skilled at building trust quickly and guiding prospects through decisive next steps
Comfortable presenting retirement, investment, tax-aware, and insurance strategies
Process-driven, organized, and client-first at all times
Benefits
Health, dental, vision, and 401(k) benefits
Company
Juniper Wealth Management
Juniper Wealth Management helps with a proactive and holistic financial, tax, and estate plan for families and businesses.
Founded in 1995
11-50 employees
Funding
Current Stage
Early StageLeadership Team
J
Jeff Juniper
President at Juniper Wealth Management, LLC.
Company data provided by crunchbase