What are the responsibilities and job description for the Senior Wealth Advisor - Desert Rose Capital Management position at US Life?
US Life, operated by the Stafford Corporation, offers expertly tailored life insurance strategies to help clients achieve their financial dreams. Licensed to operate in 34 states, US Life provides insurance products and services through its licensed brokers. Leveraging the Flexmethod system, US Life maximizes the benefits of insurance policies for its clients. Certain restrictions may apply based on eligibility and individual circumstances. US Life seeks to create comprehensive insurance strategies, customized to fit each policyholder's unique needs and future economic conditions.
This is a full-time, on-site role for a Senior Wealth Advisor located in Mesa, AZ. The Senior Wealth Advisor will be responsible for providing clients with comprehensive wealth management services, financial planning, retirement planning, and investment advice. Daily tasks will include developing customized financial strategies, assessing client needs and goals, implementing investment plans, and monitoring financial markets to ensure optimal client outcomes. This role demands close collaboration with clients to understand their financial objectives and to deliver tailored solutions.
- Expertise in Financial Planning, Retirement Planning, and Finance
- Experience with Investments and Wealth Management Services
- Excellent communication and interpersonal skills
- Proven ability to develop and implement customized financial strategies
- Certified Financial Planner (CFP) or similar certification is preferred
- Experience in working with high-net-worth clients is a plus
- Bachelor’s degree in Finance, Economics, or a related field