Top 16 Financial planner Jobs in Yuma, Az

Financial Advisor
Spence, Cassidy & Associates, LLC —Arizona
- Contract
- Remote
- Mid-level
- Business development
- Communication skills
- Health insurance
- Dental insurance
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Financial Consultant
WealthBridge Financial Group —Yuma, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Veteran Transition Program (Arizona & New Mexico)
WealthBridge Financial Group —Yuma, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply

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Investment Consultant - Columbus, OH
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A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
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financial planner jobs near yuma, az

Financial Advisor

Spence, Cassidy & Associates, LLC
Arizona

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Job Details

Contract

Benefits

Health insurance
Dental insurance
401(k) 6% Match
Vision insurance
401(k) matching

Qualifications

Life Insurance License
Life insurance knowledge
Health insurance
Accident & Health Insurance License
Experience practicing in the securities industry

Full Job Description

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

Compensation: Production based pay - AUM plus commission

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 through offering a range of investment, insurance, and financial products. This position supports your success with exceptional resources, a competitive benefits package, and the flexibility to work from anywhere in the U.S.

Responsibilities:

Implement investment, insurance, and financial products
Build and maintain a portfolio of clients by fostering long-term relationships
Identify and develop new business opportunities through prospecting, networking, and referrals
Maintain a strong pipeline of leads and consistently achieve sales goals
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
Minimum 6 months of experience in financial services, insurance sales, or related fields
Excellent communication and relationship-building skills
Strong organizational and time-management abilities, especially in a remote setting
Proficiency with CRM tools, virtual meeting platforms, and financial planning software
Self-motivated and results-driven

Ready to take full control of your earning potential and build the career you’ve always wanted?

If you’re a licensed advisor who thrives on helping clients succeed and wants the freedom to work from anywhere with unmatched support behind you—we want to talk to you.

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.

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financial planner jobs in yuma, az

Financial Advisor

Financial Consultant

Financial Advisor - Veteran Transition Program (Arizona & New Mexico)

Remote Financial Advisor

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