Arizona Licensed Financial Advisor

Job Summary

Joining a dedicated team, the full-time Arizona Licensed Financial Advisor will manage a book of business, build a strong client base through a credit union's referral system, and create tailored financial solutions for clients in a remote setting.

Key responsibilities

• Service an existing book of business and develop new client relationships
• Utilize the credit union's referral system to enhance client acquisition
• Create customized financial solutions without proprietary product constraints

Required qualifications

• Series 7 and 66 (or 63/65) licenses required
• Insurance license required
• Minimum of three years of investment sales experience