Investment Solutions Advisor - Hybrid
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-16
Listing for:
Arizona Financial Credit Union
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Arizona Financial Credit Union is seeking a seasoned professional to manage and promote its investment services program (insurance and securities). You will guide members in developing financial plans and promote compliant sales through education and relationship building.
The role requires a bachelor’s degree or equivalent experience, securities license, and CFP certification. You’ll travel occasionally to branch locations and conduct workshops to support member goals.
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