Financial Advisor - Tucson, AZ
Remote · Tucson, Arizona, United States
Job Summary
Financial Advisor to meet with existing and prospective clients to plan their financial future and retirement, using company tools and marketing support to expand business. Collaborate with district VP to learn and apply best practices. Remote role with up to 25% travel; provided benefits include medical/dental/vision, 401(k) match, E&O and licensing support, continuing education, and compliance assistance. Requires high school diploma or GED, 2+ years as a Financial Advisor, active FINRA Series 7 and Series 63/65 or 66, and active state life and health licenses. Utilize company-provided technology and client-management tools and engage in ongoing professional development.
Required Qualifications
- High school diploma or GED
- Active FINRA Series 7
- Active Series 63 and 65 or 66
- Active state variable life and health license
- 2+ years of experience as a Financial Advisor
Desired Qualifications
- Active FINRA Series 7 licenses
- Series 63 and 65 or 66
- Active state variable life and health license
- 2+ years of experience as a Financial Advisor
- High school diploma or GED
Additional Requirements
- Must disclose all U.S. political contributions by self and household members over the past two years as required by SEC pay-to-play rules (SEC Rule 206(4)-5)
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