Financial Advisor (Remote - Arizona) at Jobgether

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Financial Advisor (Remote - Arizona) at Jobgether. This position is posted by Jobgether on behalf of Gemharvest Executive Recruiting. We are currently looking for a Financial Advisor in Phoenix, Arizona.. This role offers an exciting opportunity to serve as a lead advisor, providing comprehensive wealth planning services to a discerning client base of highly educated professionals. You will collaborate closely with senior leadership in a boutique, independent RIA environment that values continuous learning and growth. The position emphasizes client engagement across financial planning disciplines such as tax, retirement, estate, and student loan planning. With a collegial culture and clear pathways for growth and equity ownership, this role is ideal for an experienced advisor seeking to make a significant impact while advancing their career.. . Accountabilities. . Act as the primary financial advisor for a client portfolio composed mainly of highly educated professionals.. . Deliver comprehensive financial planning services, including tax, retirement, estate, and student loan planning.. . Maintain extensive, ongoing client contact to build strong, trust-based relationships.. . Collaborate closely with the founding partner and team members to align client strategies and firm growth objectives.. . Contribute to the firm’s development by actively participating in strategic discussions and client acquisition efforts.. . Support a culture of continuous learning and professional development.. . . Minimum of 7 years of experience in wealth management or financial advisory roles.. . Holders of CFA, CFP, or CPA designations are strongly preferred.. . Strong interpersonal skills and client-focused approach.. . Demonstrated ability to manage complex financial planning needs and portfolios.. . Commitment to professional growth and collaboration within a boutique team environment.. . Company Location: United States.