Job Description
Join our elite team of financial advisors in Tucson and accelerate your career with industry-leading support! We provide all essential equipment – including top-tier CRM software, dual monitors, ergonomic workstations, and secure document management tools – so you can focus exclusively on growing your client base. Our proven training program and established referral network ensure immediate success.
Enjoy comprehensive benefits: health insurance, 401(k) matching, paid time off, and professional development stipends. Work in our modern downtown office or hybrid options available. We're committed to your growth with mentorship from industry veterans and quarterly performance bonuses.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, insurance, and estate planning
- Build and maintain a robust client portfolio through strategic networking and referral generation
- Leverage provided CRM tools to track client interactions and manage financial goals
- Stay current with market trends and regulatory changes through ongoing training
- Collaborate with internal support team for seamless client service delivery
- Meet/exceed quarterly revenue targets through consultative sales approaches
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial services or sales experience
- Proven track record in client relationship management and sales
- Exceptional communication skills with ability to explain complex concepts
- Valid Arizona state securities registration
- Proficiency with financial planning software and CRM platforms