Centralized Financial Advisor

What You Will Do Here

• Engage clients and prospects through proactive, phone-first and digital interactions to deliver discovery-based, planning-led conversations.
• Identify financial goals, uncover unmet and potentially complex needs based on discovery outcomes, and position holistic advice across investment, retirement, and protection strategies.
• Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions.
• Build trust through ongoing engagement while driving outcomes aligned to long-term client success.
• Generate new wealth management opportunities through consistent outbound outreach, referral follow-up, and campaign participation.
• Create and advance a robust pipeline of qualified advisory opportunities by translating client needs into actionable next steps and connecting clients to Financial Advisors when appropriate.
• Maintain and develop a defined group of clients through regular check-ins, education, and financial guidance.
• Identify opportunities to consolidate assets, expand solutions, and deepen engagement, progressing clients along the advisory continuum toward full-service advisor relationships.

Business Development

• Generate new wealth management opportunities through consistent outbound outreach, referral follow-up, and campaign participation.
• Create and advance a robust pipeline of qualified advisory opportunities by translating client needs into actionable next steps and connecting clients to Financial Advisors when appropriate.

Client Relationship Management & Share of Wallet Growth

• Maintain and develop a defined group of clients through regular check-ins, education, and financial guidance.
• Identify opportunities to consolidate assets, expand solutions, and deepen engagement, progressing clients along the advisory continuum toward full-service advisor relationships.

Operations and Compliance

• Maintain accurate and timely documentation of client interactions, opportunity status, and pipeline activity within CRM systems.
• Ensure all client engagement and business practices align with regulatory standards, broker/dealer requirements, and organizational policies.

Requirements:

• A High School Diploma or GED required.
• A BA in Business, Finance or equivalent combination or education and experience preferred.
• 2+ years of Financial industry experience required.
• 2+ years of Client Service/Support experience required.
• 1+ years of limited sales, phone sales and service experience required.
• Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required.
• Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required.
• Proven sales skills in insurance or related field exceeding sales quotas/goals required.
• Ability to develop and maintain relationships via phone with clients, internal and external members required.
• Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required.
• Microsoft Access, Microsoft Excel and Microsoft Word required.
• A Series 7 – General Securities Representative Qualification required.
• A Series 66 or both Series 63 & Series 65 required.
• AZ Life/Health Insurance required.

About the Role:

The Centralized Financial Advisor is responsible for driving new wealth management opportunities through proactive, planning-based client engagement in a remote, phone-based environment. Operating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate. Through virtual, discovery-driven conversations, the Centralized Financial Advisor identifies opportunities across investment, retirement, and protection strategies, positioning holistic advice as the foundation for long-term relationships. In parallel, the role manages a targeted portfolio of clients below advisory minimums, nurturing relationships and expanding share of wallet over time.

Qualifications:

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.