{"@context":"https://schema.org","@type":"JobPosting","title":"Senior Financial Advisor (Senior Advisor / Wealth Planner)","description":"

Senior Financial Advisor (Senior Advisor / Wealth Planner)
\nGreater Phoenix Area, Arizona (Flexible Work Arrangement) | Full-Time | Competitive Compensation with Ownership Path

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About the Opportunity
\nOur client is an independent, fiduciary wealth management firm (RIA) serving high-net-worth individuals, families, and business owners. As the firm grows, it is bringing on established advisors to build and lead their own client-service teams. This is an opportunity to bring your book to a collaborative, team-based platform, build a dedicated team around your practice, and scale as your assets grow, with a path to ownership currently in development.

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What You’ll Do

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Lead relationships with high-net-worth individuals, families, and business owners
Deliver comprehensive planning across retirement, investments, tax strategy, estate and legacy, and risk management
Build and lead your own client-service team, scaling it as your assets grow
Grow the practice through client referrals, CPA and attorney partnerships, centers of influence, and firm-supported educational events
In your first year, transition your clients to the firm (onboarding and repapering), get your team in place, and focus on building new relationships

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What You Bring

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A portable book of business of $25M–$100M in assets under management, with clients you expect to follow you
A fee-based or AUM-based practice preferred (insurance and annuity business is also welcome)
7+ years advising clients
Active Series 65 or Series 66 license
Comfort adapting to a fiduciary model, especially if coming from a wirehouse or commission-based environment
Residence in the Greater Phoenix area

","datePosted":"2026-11-04","hiringOrganization":{"@type":"Organization","name":"Talent Edge"},"validThrough":"2026-12-04","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","streetAddress":"21090 N Pima Rd, Scottsdale, AZ 85255","addressRegion":"Arizona","postalCode":"85255","addressCountry":"None"}},"employmentType":"FULL_TIME","identifier":{"@type":"PropertyValue","name":"Talent Edge","value":"17926750875670121345MTA"},"directApply":true,"industry":"None"}