Financial Advisor
📋 Role Overview & Responsibilities
“Most of us could move mountains, if only someone would clear the foothills out of the way. Come and help us clear foothills and move mountains.”
About Eckman Wealth Management
Eckman Financial Group is an independent financial services firm. Our goal is to aid our clients in the creation of sustainable strategies to help them meet their long and short-term financial goals. We offer tax preparation, estate planning, Medicare counsel, life/property and casualty insurance and small business consulting.
Job Description
We are seeking a motivated and results-driven registered financial advisor to join our team. In this role, you will play a pivotal part in helping clients navigate their financial journeys, providing them with expert guidance and tailored strategies to secure their financial future. In this position you have the unique opportunity to learn while building a sustainable career.
Job Responsibilities
Build and manage a client base by establishing rapport, understanding their financial needs, and delivering appropriate financial solutions.Provide comprehensive financial planning services to clients, including investment strategies, retirement planning, estate planning, insurance recommendations, and more.Stay up-to-date with market trends, economic developments, and industry regulations to offer informed advice to clients.Collaborate with internal teams to leverage resources and deliver exceptional service to clients.Actively network and prospect to expand your client base and business opportunities.
Qualifications
Active Series 65 or ability to obtain with 6 months
Bachelor’s degree or higher
Exceptional communication and interpersonal skills to effectively explain complex financial concepts to clients
Self-motivated and driven by performance-based compensation.
Strong understanding of the investment business
Excellent interpersonal skills
Take control of your career and help clients achieve their financial aspirations. Apply by April 30, 2024 with your resume and a cover letter outlining your relevant experience and why you are the right fit for this role.
Frequently Asked Questions
How do I apply for the Financial Advisor position at Eckman Wealth Management, LLC? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Eckman Wealth Management, LLC without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Phoenix, AZ with potential relocation and sponsorship assistance depending on candidate qualifications.
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