Job Description
Join our award-winning financial advisory team in Tucson and accelerate your career with industry-leading support! We provide state-of-the-art equipment including dual monitors, CRM software licenses, and digital marketing tools to help you succeed. Work with a dynamic client base while receiving comprehensive training and mentorship from industry veterans. Enjoy a competitive base salary plus uncapped commission in a collaborative, growth-oriented environment.
Responsibilities
- Develop personalized financial plans for clients using provided digital tools
- Build and maintain client relationships through regular portfolio reviews
- Leverage company-provided CRM system for lead generation and tracking
- Present investment solutions using our proprietary presentation software
- Collaborate with team members using shared digital workspaces
- Stay current on market trends using provided research platforms
- Meet/exceed sales targets using company-developed outreach scripts
Qualifications
- Series 7 and Series 66/63 licenses required
- Bachelor's degree in Finance or related field
- Minimum 3 years financial services experience
- Proven track record in client relationship management
- Proficiency with CRM and financial planning software
- Excellent presentation and communication skills
- Ability to work independently with provided remote tools
- Arizona residency required