Financial Advisor - Tucson, AZ
Remote · Tucson, Arizona, United States
Job Summary
Provide a personalized retirement and financial planning experience for clients and their families, meeting with existing and prospective clients, utilizing company tools to improve operations, and leveraging marketing support to expand business. Collaborate with colleagues and the District Vice President to learn new skills, techniques, and best practices, with resources provided to build a successful advisory practice. Responsibilities include meeting with clients to plan their financial future, using company technology and client-management tools, and delivering compliant financial planning and investment guidance in a remote-work setup.
Required Qualifications
- High school diploma or GED
- Active FINRA Series 7 license
- Series 63 and 65 or 66
- Active state life and health license
- 2+ years of experience as a Financial Advisor
- Strong sales track record
- Active state licenses as applicable
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