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
#J-18808-LjbffrRemote Wealth Growth Advisor (Phone-Based) in phoenix at Unknown Company
This position is listed as full time and able to be worked remotely.