About this opportunity
Modern Wealth Management lists this Financial Advisor opportunity in mesa, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Title: Financial Advisor - Hybrid (Servicing & Growth)
Location: Phoenix & Tucson, AZ; Southern California
Department: Public Safety Division
Reports To: Advisory Leadership
Job Overview
The Financial Advisor - Hybrid (Servicing & Growth) is responsible for managing ongoing client relationships while also contributing to the growth of the Public Safety Division. This role typically spends approximately 50-60% of time servicing existing clients and delivering comprehensive financial planning , with the remaining time focused on developing and closing new client relationships through referrals, internal leads, community engagement, and selective prospecting. The ideal candidate balances relationship management with business development while supporting long-term client and divisional growth.
Key Responsibilities
Conduct ongoing client meetings and deliver comprehensive financial planning and investment recommendations
Serve as the primary advisor for assigned Public Safety Division clients
Manage and deepen existing client relationships through proactive engagement
Develop new client relationships through referrals, community involvement, and targeted prospecting
Conduct preliminary meetings with prospective clients and close new relationships as appropriate
Facilitate onboarding for new clients and transition servicing responsibilities when needed
Partner with other Advisors and Client Service teams to ensure timely and accurate execution of client requests
Monitor opportunities across client portfolios and prospect pipelines
Identify growth opportunities within existing client relationships
Support marketing, outreach, and community engagement efforts aligned with the Public Safety Division
Qualifications College degree preferred
CFP® designation encouraged; opportunity to obtain CFP® with courses and exam paid by the firm
If CFP® is not held at hire, Series 65 license (or combination of Series 7 and 66) is required
Minimum of 3 years of experience in financial planning, advisory services, or related roles
Military equivalent job experience accepted
Strong communication, relationship-building, and organizational skills
Ability to balance client servicing and business development responsibilities
Key Competencies / Skills (Optional) Client relationship management and consultative advising
Business development and referral-based growth
Strong financial planning fundamentals
Excellent verbal and written communication skills
Collaborative, growth-oriented mindset
Estimated Total Cash Compensation Base Salary: $70,000 - $80,000
Equity: Eligible
Incentive Compensation: Performance-based bonus opportunities
Target Total Cash Range: $80,000 - $110,000
Equal Employment Opportunity Statement
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.
Worksite address
mesa, AZ, 85123, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.