Financial Advisor

Title: Financial Advisor

Location: Flagstaff, AZ - onsite

Salary: $120k-$150k depending on experience, CFP highly desirable

Experience: 2 years

Overvie

wWe’re hiring a Financial Advisor on behalf of our client. A growing, retirement-focused wealth management firm based in Flagstaff, AZ

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**Looking for your next career move and wanting to relocate somewhere within the beautiful Northern Arizona Mountains? Look no further!

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About the Firm (Confidential Clie

nt)• Independent wealth management and tax planning firm serving retirees, pre-retirees, and select business own

ers• Approximately $200M in assets under management plus roughly $60M in annuity busin

ess• Client households are generally in the $1M–$5M range in investable ass

ets• Recently launched an integrated tax practice arm to provide a true “one-stop shop” for clie

nts
Role Over

viewWe are seeking a Financial Advisor who will work closely with senior advisors to deliver holistic financial planning, support client relationships, and help guide clients through complex financial decisions. The ideal candidate is detail-oriented, client-centric, and excited to grow within a collaborative advisory environm

ent.
Key Responsibil

ities• Prepare and deliver comprehensive financial plans, including retirement, tax, estate, insurance, and education pla

nning• Participate in client meetings and serve as a trusted point of contact for planning-related ques

tions• Analyze client financial data and develop recommendations aligned with client

goals• Collaborate with advisors on investment strategy implementation and ongoing portfolio re

views• Maintain accurate and compliant client records and planning document

ation• Support ongoing client service, reviews, and follow-up

items• Stay current on CFP® standards, financial planning best practices, and regulatory require

ments
Qualific

ations• CFP® certification pre

ferred• 2 years of experience in financial planning or wealth mana

gement• Strong understanding of comprehensive financial planning co

ncepts• 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 si

milar)• Ability to work effectively in a small, team-oriented firm envir