Job Description

Company Description American Wealth Advisers, PLLC is a fee-based investment firm in Goodyear, Arizona specializing in disciplined wealth accumulation and retirement income planning for individuals, families, and small business owners. The firm emphasizes client-focused service rather than product sales, creating customized financial plans tailored to each client’s unique goals and circumstances. American Wealth Advisers is committed to helping clients achieve financial peace of mind, support loved ones, and give back to their communities. Clients are treated as partners in the planning process, with access to a broad range of investments and carefully studied recommendations. The firm operates as a Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered investment advisor and member FINRA/SIPC.
Role Description This full-time, on-site Financial Advisor role is based in Goodyear, AZ. The Financial Advisor will meet with clients to review their financial situation, clarify needs and goals, and determine appropriate strategies to address those objectives. Daily responsibilities include developing personalized financial plans, evaluating investment options, and recommending suitable retirement and wealth accumulation strategies. The role involves ongoing portfolio monitoring, conducting reviews, and adjusting plans as markets or client circumstances change. The Financial Advisor will also collaborate with the firm’s leadership to uphold a high standard of ethical advice, regulatory compliance, and client service.
Qualifications

Demonstrated expertise in Financial Planning and Retirement Planning, with the ability to design comprehensive, client-centric strategies.
Solid foundation in Finance, including understanding of cash flow, risk management, and tax-aware planning.
Proficiency in evaluating and recommending Investments, including asset allocation and portfolio construction.
Experience providing Financial Advisory services, including client consultation, suitability assessment, and ongoing relationship management.
Relevant licenses (e.g., FINRA Series registrations) and ability to meet applicable regulatory requirements.
Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience.
Strong analytical, communication, and interpersonal skills, with the ability to explain complex concepts in clear, accessible language.
High level of integrity, professionalism, and commitment to client-centered, non-discriminatory service.

Job Tags

Full time

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Financial Advisor Job at American Wealth Advisers, PLLC, Goodyear, AZ