Arizona Licensed Financial Advisor

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 environment. 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 using a wide range of investment products Required qualifications Valid Series 7 and 66 (or 63/65) licenses Insurance license required Minimum of three years of investment sales experience