Endeavor Advisors LLC Associate Financial Advisor Phoenix, AZ · Remote · Full time Company website

Apply for Associate Financial Advisor

Endeavor Advisors is an independent financial planning and investment advisory firm focused on helping individuals and families make thoughtful, long term financial decisions. We believe good financial advice should be clear, honest, and grounded in real life. Our work goes beyond investments to include comprehensive planning around cash flow, retirement, taxes, risk management, and legacy. We serve as fiduciaries, meaning we are legally and ethically committed to acting in our clients’ best interests. What sets Endeavor apart is how we work. We value integrity over growth at all costs, clarity over complexity, and people over products. We do not sell commissions or chase trends. Instead, we build long term relationships based on trust, consistency, and sound judgment. Our firm is designed to support both clients and the people who serve them. We invest in our team, encourage thoughtful work, and focus on sustainable growth so we can continue doing meaningful work for decades to come. We are currently not offering any internships but we will reevaluate this on a quarterly basis!

What we are looking for

Join our dynamic team as a full-time Associate Financial Advisor in a remote capacity. You will collaborate directly with a Lead Advisor at Endeavor Advisors to learn our robust planning processes and begin sitting in on meetings immediately. The purpose of this role is to prepare you to become a Lead Advisor at Endeavor Advisors, where you will benefit from our growing client base and long-term career path.

As a financial advisor at Endeavor Advisors, you will play a pivotal role in creating positive financial outcomes for clients while upholding our core value of service.

What you will do:

• Prepare for client meetings alongside your Lead Advisor
• Determine which types of accounts to open for clients
• Actively communicate with clients to request documentation, answer questions, and follow up after meetings
• Provide 401k recommendations for clients
• Become an expert in RightCapital, our CRM, and other software platforms
• Provide high-quality service to clients and Endeavor Advisors team members

What you have:

• Excellent communication and interpersonal skills
• Strong problem-solving and analytical skills
• Ability to work autonomously and as part of a team
• Positive and professional attitude
• 2–5 years of experience in the financial planning industry
• Experience with Dimensional Funds is a plus
• Experience with RightCapital is a plus
• CFP exam passed preferred

Compensation

There is nothing more important to our success than a healthy and thriving team. We are intentional about creating an environment where people can build sustainable careers while continuing to grow professionally. Here is how we support you:

• Competitive pay. Base salary range of $65,000–$85,000 with 15% bonus eligibility
• 5% 401(k) employer match
• Full health, dental, and vision insurance
• Life and long-term disability insurance
• Technology stipend to support remote or hybrid work
• Education reimbursement for continued learning and professional development
• Training support and exam fee assistance for professional designations, including CFP®, EA, and CPA
• Fully remote work with flexible schedules
• Unlimited PTO policy
• Parental leave
• Monthly firm-wide reset day (last Friday of every month off)
• Lifestyle spending account for wellness