Financial Advisor

Location: Scottsdale, AZ Headquarters. Remote (Anywhere in the U.S.)

Compensation and Benefits:

• Compensation: On-Target Earnings (OTE) with uncapped earning potential.
   
• Benefits:
  • 401(k) plan with 6% match (Roth or traditional options available).
  • Nationally recognized compensation program.
  • Comprehensive medical, dental, and vision insurance.
  • One of the best benefit packages in the industry.
  • Access to industry-leading tools and resources.
  • Opportunities for professional development and continuing education.
  • Collaborative and supportive team environment.

Job Summary:

Spence, Cassidy & Associates, LLC is seeking licensed and client-focused Financial Advisors to join our growing team. This remote role requires an active Life, Accident, and Health Insurance license, with Series 6, 7, or 65 licenses preferred. You will provide personalized financial, business, estate, investment and retirement planning. This will be done through offering a range of investment, insurance and financial products, helping clients achieve their financial goals.

Join a team where your success is supported by exceptional resources, a competitive benefits package, and the flexibility to work from anywhere in the U.S.Key

Responsibilities:

• Implement different types of investment, insurance and financial products.
• Build and maintain a portfolio of clients by fostering strong, long-term relationships.
• Identify and develop new business opportunities through prospecting, networking, and referrals.
• Consistently achieve and exceed sales goals, maintaining a strong pipeline of leads.
• Stay current on industry trends, regulatory updates, and company product offerings.

Qualifications:

• Required: Active Life, Accident, and Health Insurance license.
• Preferred: Series 6, 7, or 65 licenses.
• 2-3 years minimum of proven experience in financial services, insurance sales, or related fields.
• Excellent communication, interpersonal, and relationship-building skills.
• Strong organizational and time-management abilities, especially in a remote work setting.
• Proficiency with CRM tools, virtual meeting platforms, and financial planning software.
• Self-motivated, results-driven, and capable of working independently.

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.