
This entry-level Financial Solutions Advisor role in the Scottsdale area serves as a registration candidate program designed to launch careers in financial advisory. The position involves obtaining essential industry licenses, including the SIE, Series 7, and Series 66, through dedicated training and coaching. Key responsibilities include building client relationships, analyzing complex financial needs, and providing comprehensive advice on banking and investment solutions. The role appeals to candidates seeking a structured career path with world-class onboarding, opportunities for rapid advancement to Stage II, and the ability to impact clients' financial lives. The work arrangement is primarily in-office at a financial center with a hybrid phone-based training phase, operating on a Monday through Saturday schedule.




