Monarch Wealth · 4 hours ago
Financial Advisor
Scottsdale, AZ
Full-time
Hybrid
Mid LevelMonarch Wealth is dedicated to exceeding expectations by providing personalized wealth management strategies to help individuals achieve their financial goals. The Financial Advisor will engage in crafting personalized financial plans and guiding clients in investment strategies to ensure their long-term financial security.
Financial Services
Hiring Manager
Danielle Medina
Responsibilities
Crafting personalized financial plans
Guiding clients in investment strategies
Evaluating retirement planning options
Delivering sound financial advice to ensure their long-term financial security
Maintaining relationships with clients to monitor progress and adapt strategies as needed
Qualification
Required
Proficiency in Financial Planning, Retirement Planning, and Investments
Expertise in Financial Advisory and general Finance principles
Strong analytical, problem-solving, and decision-making capabilities
Excellent interpersonal and communication skills to build client relationships
Bachelor's degree in Finance, Accounting, Economics, or a related field
Ability to work both independently and collaboratively in a hybrid work environment
Preferred
Relevant certifications such as CFP (Certified Financial Planner) or equivalent qualifications are a plus
Company
Monarch Wealth
Our mission is to exceed expectations and help you achieve financial goals.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase