Financial Services Professional

3 weeks ago


Phoenix, Arizona, United States Advisor Employee Services Full time

At Advisor Employee Services, we are seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.

The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.

Responsibilities will include:

  • Preparing and presenting customized financial plans to clients
  • Assisting clients with annuities, life, long-term care, and managing money
  • Providing financial planning advice on investment, insurance, and retirement
  • Developing and managing strong client relationships
  • Assisting the main Advisor with meeting individual and team goals

Requirements include:

  • College degree preferred
  • 3+ years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)

We offer a competitive salary and benefits package, including health insurance, 401(k), and PTO.

If you are a motivated and experienced Financial Advisor looking for a new challenge, please apply today.



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