Financial Advisor

Monarch Wealth is dedicated to exceeding expectations by providing personalized wealth management strategies to help individuals achieve their financial goals. We are committed to empowering clients with tailored financial solutions to secure their future. At Monarch Wealth, we value integrity, excellence, and long-term relationships in guiding our clients toward financial well-being.

This is a full-time hybrid role for a Financial Advisor based in Scottsdale, AZ, with some flexibility for remote work. The Financial Advisor will engage in day-to-day activities that include crafting personalized financial plans, guiding clients in investment strategies, evaluating retirement planning options, and delivering sound financial advice to ensure their long-term financial security. The advisor will also maintain relationships with clients to monitor progress and adapt strategies as needed.

• Proficiency in Financial Planning, Retirement Planning, and Investments
• Expertise in Financial Advisory and general Finance principles
• Strong analytical, problem-solving, and decision-making capabilities
• Excellent interpersonal and communication skills to build client relationships
• Relevant certifications such as CFP (Certified Financial Planner) or equivalent qualifications are a plus
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Ability to work both independently and collaboratively in a hybrid work environment