Retirement Planner - Phoenix, AZ

What you’d do

Remote retirement planner role serving clients, requiring residence within 90 miles of Greater Phoenix, AZ. Full-time position focused on investment sales and financial planning. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• 2+ years in investment sales, financial planning, or related advisory role
• FINRA Series 7 and 63 required
• Obtain Series 65 or 66 within 90 days of hire
• Live within 90 miles of Greater Phoenix, AZ
• Strong understanding of financial markets and trends