Remote Wealth Advisor; Phone
Remote / Online - Candidates ideally in
Goodyear, Maricopa County, Arizona, 85338, USA
Listed on 2026-07-13
Goodyear, Maricopa County, Arizona, 85338, USA
Listing for:
Desert Financial Credit Union
Remote/Work from Home
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
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
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