What are the responsibilities and job description for the Entry Level Financial Growth Associate position at Phx Legacy Inc?
About UsWe’re a modern, growth-minded financial services and wealth management team helping people grow, protect, and pass down their income. Our mission is simple: empower individuals and families to build a secure financial future — and have fun doing it.We value collaboration, mentorship, and a “people first” approach. If you’re passionate about learning, helping others, and starting a meaningful career in finance, this is your opportunity to get in on the ground floor of something special.What You’ll DoAs an Entry-Level Financial Growth Associate, you’ll work side-by-side with experienced financial professionals to:Build lasting relationships and help clients create complete financial plans tailored to their goals.Guide clients in key areas such as investments, insurance, retirement planning, and mortgage solutions.Help families make smart, confident financial decisions that allow them to grow, protect, and pass down their wealth.Collaborate with your team to provide exceptional client experiences.Receive ongoing mentorship and financial training to help you develop into a licensed professional.We’ll Help You Get LicensedWe’ll sponsor and fully support your journey to earn your professional credentials, including:Life & Health Insurance LicenseInvestment Licenses (SIE, Series 6, and 63, 26, 65 depending on role)Mortgage Loan Originator LicenseNo prior finance experience required — we provide the tools, training, and mentorship to help you succeed.What We’re Looking ForA positive attitude and strong desire to help othersGreat communication and relationship-building skillsA team-player mindset and eagerness to growWillingness to study, learn, and become licensedLife insurance license preferred (not required)If you’re motivated, coachable, and passionate about building a career in financial planning, investments, or wealth management, you’ll fit right in.Why Join UsPaid training and licensing supportInclusive, growth-oriented cultureClear career advancement path into financial advisor or leadership rolesFlexible scheduling and work-life balanceMeaningful work that changes livesReady to Build Your Future?If you’re ambitious, people-oriented, and ready to start a career in finance that makes a difference, we want to meet you.Apply today and take your first step toward becoming a trusted financial professional.