Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we’re looking for a passionate, self-driven Financial Advisor who thrives on building long-term client relationships and delivering exceptional service. If you're eager to provide financial planning guidance without the pressure of finding new clients, this could be the perfect fit for you!
What You’ll Do: In this role, you'll primarily focus on working one-on-one with our existing clients, developing deep relationships and helping them achieve their financial goals. From customized financial planning to providing advice on investments, insurance, and retirement, you'll be the trusted advisor clients rely on. You'll also be responsible for calling on leads and nurturing prospects in the sales funnel, ensuring a smooth transition from potential client to long-term partnership. Best of all, you’ll take on established client relationships upon completing training, with additional clients added to your portfolio over time.
Key Traits We’re Looking For:
Qualifications:
Your Responsibilities:
What We Offer:
If you’re excited about joining a fast-growing team where your work truly makes an impact, we’d love to hear from you! Apply now to become part of the Bayntree Wealth Advisors family in Scottsdale.
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