Company Description

WestPac Wealth Partners is a financial services firm located in Gilbert, AZ. We pride ourselves on delivering cutting-edge strategies that empower our clients to take control of their financial future. We offer a comprehensive range of financial products and services to help our clients achieve their goals.

Role Description

This is a full-time hybrid role for a Financial Advisor at WestPac Wealth Partners. As a Financial Advisor, you will be responsible for providing expert financial advice and guidance to clients. Your day-to-day tasks will include building your client base through marketing and networking. Activities include financial planning, retirement planning, investment management, asset protection and offering comprehensive financial advisory services. While the role is primarily located in Scottsdale, AZ, some remote work is acceptable and clients can be from all 50 states.

Qualifications

• Ability to build a strong client base through networking and/or natural market
• Entrepreneurial spirit with a strong desire to build a business in the financial services sector
• Basic knowledge and experience in financial planning and finance
• Expertise in retirement planning and investment management
• Proven track record in providing comprehensive financial advisory services
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Certifications such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) are highly desirable
• Bachelor's degree in Finance, Economics, or a related field