Job Description

Davis Family Financial, LLC in Phoenix, AZ, is seeking a Wealth Advisor to join our team. As part of our team, you will have the opportunity to work in a dynamic and supportive environment where your expertise and passion for financial planning will be valued. You will have the chance to grow both personally and professionally while helping our clients achieve their financial goals. Join us at Davis Family Financial, LLC, and be part of a team that is dedicated to providing top-notch financial services to clients in Phoenix and beyond. Responsibilities:

• Analyze clients' financial needs and goals to develop personalized financial plans.
• Implement investment strategies to help clients achieve their financial objectives.
• Monitor and review clients' accounts to ensure alignment with their financial goals.
• Provide ongoing financial guidance and support to clients, including updates on market trends.
• Comply with all regulatory requirements and ethical standards in the financial industry.

Qualifications:

• Willingness to get licensed/already have licenses.
• Proficient in financial planning software.
• Strong communication and interpersonal skills.
• In-depth knowledge of investment products and strategies.

About Company: We are focused on you and your needs, goals, and objectives. We strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you, and helping entrepreneurs reach their dreams. Our financial firm is one of the few companies of its kind in the industry today - a company dedicated to serving the financial needs of individuals and families from all walks of life. Our firm is always expanding, and we are looking for professionals who are interested in a career in the financial services industry with an emphasis on distribution, building, and owning your platform in conjunction with leadership development. We work with the top Fortune 500 financial services companies in the industry and have the opportunity to provide clients with the best products for their goals and needs. The opportunity to grow within our firm is endless.

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