At Affirm Wealth Advisors, we strive to provide opportunity for our team members to grow in their career, have purpose in what they do, and ultimately feel confident about their own financial future, leading to retirement and beyond. Is being recognized for going above and beyond and being bonused on your contributions to team goals important to you? Would you describe yourself as relentless, personable, and a learner? If these are qualities you connect with, Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is the place for you.

Our Mission Statement is focused on the premise that “We know a lot of people struggle to feel confident about their financial future. That’s why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve.”

How are we different than other financial advisory firms? It’s our culture. A culture that allows for and supports true care of our clients and team. A culture that creates inspiration for its team to be the best it can be on behalf of our clients through honesty, integrity, balance, and fun. That’s how we differentiate ourselves from others. When we add like-minded, values-based team members like yourself to our growing team, we gain strength in continuing to fulfill our mission of being an inclusive environment and in helping more people gain confidence for their financial future.

If this sounds like the type of business you want to be a part of, then we want you on our team. It is as easy as applying through the job link to get the conversation started.

What we offer:

• A highly competitive salary based on experience, plus bonus opportunity
• A hybrid schedule
• Learning & Development Program
• Mentoring and sharing of best practices

What we’re looking for:

• 3+ years of client service and presentation skills experience in the financial advisory industry.
• Series 7, 63 or 66. non-licensed candidates will be considered, based on experience.
• AZ Life, Accident, and Health Insurance licenses.
• Experience working with financial planning programs and client relationship management software.
• Strong analytical and problem-solving skills.
• Strong organizational and time management skills.
• Strong interpersonal skills and the ability to work in a team environment.
• Ability to handle multiple tasks in a dynamic environment.

Key Job Responsibilities:

• Support to Director of Operations, Financial Advisors and Client Service Team:
• Concierge services for existing clients including reviewing and organizing meeting summaries and delegating action items, etc.
• Prepare, process, submit and service all account paperwork and requests.
• Regular client communication supporting our Advisors, Investment Manager or Directors
• Works closely with the team’s Directors to carry out various projects

Our candidate selection process consists of 4 steps:

• Review applications daily and respond within 3 business days
• An initial 20-minute phone interview to discuss qualifications and mutual fit
• In-person 60-minute meeting with two directors of the organization
• Final 60-minute interview with the CEO and HR representative
• The entire process could take 4-6 weeks, but we will communicate with you each step of the way

Other Details of position:

• Salary dependent on experience
• PTO beginning day one
• Company paid Health Insurance Plan
• Company match 401K
• Company paid Life, STD and LTD
• Hours are M-F from 8-5

Background:

Affirm Wealth Advisors has been a financial advisory practice for more than 25 years. It rates among the top 1% of all Financial Advisory Practices at Ameriprise Financial Services, LLC. Steve Harnden, Private Wealth Advisor, CFP®, CPA is also a member of the Chairman’s Advisory Council and has been named to the Barron’s, Financial Times, and Forbes lists of Top Advisors. Steve’s business partner, Matt MacLean, CFP®, ChFC®, CRPC® is also a Private Wealth Advisor. In addition, our Team includes six Financial Advisors, a licensed Director of Operations, a licensed Business Development Director, a licensed Investment Manager, five other Client Support Specialists (three licensed), two Operations Managers (one licensed), a Marketing Director, and a Director of First Impressions. We are located at 7992 W. Thunderbird Rd., Ste. 110 in Peoria, and 2484 E. River Rd. in Tucson. You can learn more about our Team at www.affirmwealthadvisors.com.

Job Type: Full-time

Pay: $55,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Peoria, AZ 85381: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Peoria, AZ 85381

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