Financial Advisor

Base salary of $65,000 plus bonus and commission opportunities

We are looking for a client-focused Financial Advisor to take ownership of an established book of business of approximately $80 million in assets and over $140 million in annuities. This is a rare opportunity to step into a well-established practice with strong client relationships already in place, and to grow it with the support of a firm that produces $10 to $12 million in annual annuity and insurance production.

Our Arizona office also has an in-house tax practice that has served clients for 27 years, so clients get investment and tax guidance under one roof.

We’re looking for someone who doesn’t wait to be told what’s next. If you’re a self-starter who takes initiative, brings a positive attitude to every client conversation, and is excited by the chance to build on a solid foundation, we’d love to talk with you.

What you’ll do

• Serve as the primary advisor for an existing book of approximately $80M, building trust and deepening relationships with current clients
• Conduct regular client reviews and planning meetings to keep each client’s financial plan current and aligned with their goals
• Identify opportunities to help clients with retirement income, risk management, annuity, and insurance solutions where appropriate
• Collaborate with our tax team to deliver coordinated, tax-aware planning
• Grow the book through client referrals, consolidation of outside assets, and new relationships
• Work closely with our team to deliver a consistent, high-touch client experience

What we’re looking for

• Series 65 or 66 license (required)
• Active Life and Health insurance license (required)
• Proven experience servicing and retaining clients in a financial advisory setting
• A self-motivated, growth-oriented mindset with the drive to take ownership and run with it
• A positive, professional presence that clients and teammates enjoy working with
• Strong communication and relationship-building skills

Why SageGuard

• Step into an established book instead of starting from zero
• Work alongside an in-house tax practice with 27 years in business, making it easy to coordinate tax and investment planning for your clients
• A firm with a strong track record in annuity and insurance production
• Room to grow your income and your role as the practice grows
• Base salary of $65,000 plus bonus and commission opportunities

Location: Phoenix, AZ area