Holistic Wealth Advisor | Build Client Relationships
Job in
Sun City, Maricopa County, Arizona, 85372, USA
Listed on 2026-07-10
Listing for:
Desert Financial Credit Union
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Desert Financial Credit Union is seeking a Financial Advisor in Arizona to deliver holistic, relationship‑based financial planning and advisory services. You will conduct discovery‑driven conversations to uncover client goals and life‑stage needs, and apply planning across investments, retirement, risk, and wealth strategies.
You will build ongoing advisory relationships through reviews, outreach, and life‑event discussions while educating clients on financial concepts and solutions in their
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