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Financial Advisor / Consultant Financial Sales

Investment Solutions Specialist

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: First Citizens
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A financial services institution is seeking an Investment Specialist to work with clients in Phoenix, Arizona, providing investment solutions. This role involves sales outreach, client service, and risk management to ensure compliance while identifying financial needs. The ideal candidate will hold a Bachelor's Degree and experience in Registered Securities, alongside necessary licenses. This position comes with competitive benefits aimed at meeting associates' needs.
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