Wealth Advisor
$150k/y-$200k/y
2 days ago
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OnsiteFull-timeMid
Summary
Jobot is seeking a Wealth Advisor to join their dynamic team in Phoenix, AZ. The role involves guiding elite athletes and their families through major life transitions, focusing on wealth management and strategic planning.
About the Role
As a Wealth Advisor, you will be the primary point of contact for athlete families, delivering exceptional service and tailored strategies. Your responsibilities will include translating complex financial planning into actionable steps, collaborating with internal teams for coordinated advice, and ensuring operational excellence in client experiences.
About You
Required:
- 3+ years of experience in wealth management or with an RIA.
- CFP® designation.
- Proven track record of leading client relationships or supporting senior advisors.
- Ability to thrive in a fast-paced, high-impact environment.
Preferred:
- Experience working with elite athletes or high-net-worth individuals.
- Strong communication and interpersonal skills.
Benefits
- Competitive salary ranging from $150k to $200k per year.
- Inclusive work environment that celebrates diversity.
- Opportunities for professional growth and development.
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. 🤖
Phoenix, AZ