
The Financial Solutions Advisor role in the East Valley Phoenix area focuses on delivering comprehensive financial advice and customized investment solutions to clients. Key responsibilities include building detailed financial plans, recommending brokerage products and banking strategies, triaging client leads, and referring customers to appropriate internal partners. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and community impact. The role offers a collaborative environment with opportunities to develop expertise in complex financial products while working in an in-office setting with a standard full-time schedule including rotating Saturdays.











