Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $75,000
- Eligibility for discretionary bonuses and comprehensive benefits, including health, dental, and wellness plans
- Opportunity for career advancement and professional development through financial designations
- Work remotely or from the office in Phoenix, AZ
- Engage in a supportive work environment focused on client satisfaction and innovative financial solutions

What to Expect (Job Responsibilities):
- Develop a thorough understanding of the employer's products, services, and personal financial planning processes
- Evaluate client life cycles and identify financial goals, presenting tailored solutions and investment actions
- Educate clients on financial planning principles and the employer's unique value proposition
- Ensure efficient onboarding by accurately opening client accounts and managing fund transfers
- Collaborate with support staff to enhance client experience and streamline business processes

What is Required (Qualifications):
- Minimum of 3 years of financial advisory experience or 5 years of combined sales and financial advisory experience
- Series 65 or 7/66 license required
- Commitment to obtaining a CFP, CRPC, or other financial designation within 6 months of employment
- Strong educational background with a 4-year college degree preferred, ideally in finance or business
- Proficient in computer-based analysis and decision-making tools

How to Stand Out (Preferred Qualifications):
- Experience in direct-to-consumer financial sales
- Existing financial designations such as CFP or CRPC
- Advanced analytical skills and experience with financial advisory software

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