Remote Wealth Growth Advisor (Phone-Based)

Desert Financial Credit Union; Phoenix (AZ); Remote; USD 65,000 - 90,000; Full time

Job summary

Desert Financial Credit Union is seeking a Centralized Financial Advisor to drive new wealth management opportunities through proactive, planning-based client engagement in a remote, phone-based environment. The role operates from a centralized office setting and serves as a growth engine for the advisory platform.

Through virtual discovery conversations, the advisor identifies opportunities across investment, retirement, and protection strategies, while nurturing relationships with clients

Qualifications

• Bachelor's degree in Business, Finance or equivalent combination of education and experience (preferred).
• 2+ years of financial industry experience (required).
• 2+ years of client service/support experience (required).
• 1+ year of limited sales, phone sales and service experience (required).
• Series 7 – General Securities Representative Qualification (required).
• Series 66 or both Series 63 & Series 65 (required).
• AZ Life/Health Insurance (required).

Responsibilities

• Engage clients and prospects through proactive, phone-first and digital interactions to deliver discovery-based, planning-led conversations.
• Build and maintain a robust pipeline of advisory opportunities by outbound outreach and referrals.
• Manage client relationships to expand share of wallet and assets over time.
• Maintain accurate documentation of client interactions and pipeline activity in CRM systems in compliance with standards.
• Perform other job-related duties as assigned.

Skills

Communication

Planning skills

Analytical skills

Problem solving

Organization

Sales experience

Client relationship mgmt

Education

BA in Business/Finance or equivalent

Tools

Microsoft Access

Microsoft Excel

Microsoft Word

Job description

Desert Financial Credit Union is seeking a Centralized Financial Advisor to drive new wealth management opportunities through proactive, planning-based client engagement in a remote, phone-based environment. The role operates from a centralized office setting and serves as a growth engine for the advisory platform.

Through virtual discovery conversations, the advisor identifies opportunities across investment, retirement, and protection strategies, while nurturing relationships with clients