Priority Financial Group · 20 hours ago
Financial Advisor
Casa Grande, AZ
Contract
Hybrid
Mid LevelPriority Financial Group (PFG) is a prominent financial firm with over 20 years of experience, seeking a Financial Advisor to lead and manage an existing $15M book of business. The role offers a flexible hybrid model and the opportunity to work with a robust tech stack and CRM, while providing support for multiple branches.
CreditFinancial ServicesWealth Management
Hiring Manager
Michael Bryant, SHRM-CP
Responsibilities
Manage an existing $15M book of business with an active referral stream
Flexible hybrid model (W2 or 1099)
Competitive payout with tons of earning potential plus access to a full marketing and advisor support team
Robust tech stack and CRM (Orion/Salesforce) covered for all credit union clients
Office space provided and opportunity to support multiple branches
Qualification
Required
Experience in managing a book of business, specifically a $15M book
Ability to work in a flexible hybrid model (W2 or 1099)
Strong potential for earnings and access to marketing and advisor support
Familiarity with robust tech stack and CRM systems (Orion/Salesforce)
Willingness to support multiple branches
Company
Priority Financial Group
Priority Financial Group is a financial advisory firm that offers wealth management, investment planning, and credit development services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mike Prior
Chief Executive Officer
Recent News
2025-12-04
2025-05-30
Company data provided by crunchbase