What's the role?
The Senior Financial Advisor provides financial planning and investment support to the firm's clients in addition to leadership and business development for our Chandler market. For this senior-level role, we are looking for someone motivated to help us build our client base and market reach in the Chandler area. This is an exciting opportunity for a self-motivated and driven financial pro to grow both their career and earnings and even be considered for a partnership role in the MBE Wealth business.
MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.
What experience and skills do I need to be successful?
- Bachelor's degree in finance, business administration, or a related business field.
- Ideally 5+ years of experience in a financial advisor or related position.
- Series 66 or Series 65 licensure.
- General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
- Excellent personal skills when dealing with clients of all ages and from all walks of life.
- Business development experience for growing the business in the Chandler market.
Great Perks and Benefits:
Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition:
- Competitive medical, dental, and vision insurance plans.
- FSA/HSA account options.
- Paid Time Off (PTO).
- 401k employer matching program to save for retirement.
- Tuition reimbursement and professional growth opportunities through continuing education.
- Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
- Bonuses for helping with business development leads.
- Incredible potential for upward mobility and career growth.
What will my schedule look like?
This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.
How do I join?
The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.
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