Financial Advisor | Retirement Planning (Glendale)
Swiss American Financial Solutions generates your appointments. You run the planning meetings.
SAFS has spent 20+ years building a marketing and outreach engine that fills advisor calendars with qualified pre-retiree and retiree households across the Phoenix metro. A dedicated operations team handles implementation and back-office work. Your week stays focused on the highest-value activity: sitting across from clients, building written financial plans, and implementing solutions across investments, annuities, and life insurance.
This isn't a rebuild-your-book opportunity. It's a step-into-a-system opportunity.
Compensation: $120,000 - $150,000 First Year Comp., Commissions, Bonuses.
What You Walk Into
- Firm-generated appointment calendar — marketing produces qualified prospects; you're not cold-calling, networking, or buying leads
- Proven planning process — documented discovery-through-implementation workflow built and refined over two decades
- Multi-solution platform — investments, annuities, and life insurance based on client needs, not a single-product mandate
- Operations and support team — paperwork, processing, and implementation support so your time stays on advice
What We're Looking For
- Active Life & Health Insurance License + Series 65 or 66
- 3+ years of client-facing financial planning or advisory experience
- Track record of leading planning conversations through recommendation and implementation
Stands Out
- Experience serving retiree and pre-retiree households
- Annuity and life insurance implementation experience
- CFP designation (or in progress)
Ready to spend your week advising instead of prospecting? Apply or reach out directly!
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