About the job
Company Description
LifeManaged is an independent advisory firm based in Phoenix, Arizona, offering values-based financial planning services. Our deep planning-based methodology and Fiduciary management provide a transparent view of financial opportunities for our clients. Investment Advisor Representatives are registered with Dynamic Wealth Advisors dba LifeManaged. All investment advisory services are offered through Dynamic Wealth Advisors.
Role Description
This is a full-time on-site role for a Financial Planner at LifeManaged in Phoenix, AZ. The Financial Planner will be responsible for providing personalized financial planning services, retirement planning, and financial advice to clients. The role involves analyzing financial data, creating financial plans, and helping clients achieve financial independence and stability.
Qualifications
- Financial Planning, Personal Financial Planning, and Certified Financial Planner skills
- Experience in Finance and Retirement Planning
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Bachelor's degree in Finance, Business, Economics, or a related field
- Relevant certifications such as CFP (Certified Financial Planner) are a plus
The income range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
