GoldBook Financial · 19 hours ago
Financial Advisor
Scottsdale, AZ
Full-time
Hybrid
Entry, Mid Level
$51K/yr - $320K/yr
3+ years expGoldBook Financial is redefining the financial services industry by providing innovative strategies and technology to support both advisors and clients. The role of Financial Advisor involves building and nurturing a client network, providing tailored financial planning services, and collaborating with expert teams to deliver superior financial outcomes.
Business DevelopmentFinancial ServicesRisk Management
Responsibilities
Build and nurture a robust network of clients seeking tailored financial planning services
Expand your reach through effective strategies, including social media, networking events, referrals, and seminars
Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions
Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients
Achieve necessary licensing to provide comprehensive financial support to clients
Elevate your knowledge: reimbursement program available for eligible professional designations to elevate your knowledge and career
Qualification
Required
4 year degree or equivalent professional experience - students please apply to the internship program not to this position
Confidence in addressing client objections and navigating challenging conversations
An entrepreneurial mindset with a passion for business development
Proven ability to cultivate relationships
Interest in team building and mentoring others
Strong interpersonal skills and a results-driven attitude
Preferred
a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field
For career changers, prior successful sales experience a plus
Benefits
401(k)
401(k) matching - up to 10% company match
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Retirement plan
Vision insurance
Company
GoldBook Financial
GoldBook Financial provides risk management, planning, investing and business solutions to individuals and businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Victor Goldman
Chief Executive Officer
Michael Book
Managing Partner
Recent News
2025-04-08
Company data provided by crunchbase