Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client base with the support of our extensive lead generation efforts.
In this role, you will be responsible for creating and maintaining new client relationships, as well as providing top tier advisory services. You will take initial consultations that we provide for you and use every opportunity to partner with those prospective clients. Responsible for giving them the resources and education they need to build a stronger financial future.
- Client Transition: Advisors will be transitioned $25M+ in AUM within the first 2 to 4 months.
- Marketing & Lead Generation: TWM handles all marketing, lead generation, and pre-meeting data gathering. Prospective client appointments are automatically added to the advisor's calendar. While advisors are encouraged to prospect and network, it’s not a requirement. We believe our marketing allows a self-motivated, growth-minded advisor to bring on $20M+ in new AUM each year.
- Client Service Team: Full support with paperwork and client onboarding.
- Real Team Approach: Work in a collaborative environment that fosters growth.
- Mentorship: Work closely with me for guidance and training.
Apply: Here
Deadline: ASAP