Arizona Licensed Financial Advisor

Posted 3 days ago

virtual vocationsDenver (CO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

As a full-time Arizona Licensed Financial Advisor in the Financial Advisor Development Program, the candidate will participate in a 21-month training program designed to transition from an Investment Professional to a Financial Advisor, focusing on client interaction, investment knowledge, and operational support in a call-center environment. Key responsibilities: Obtain FINRA licenses (SIE, Series 7, Series 66) required for the Financial Advisor role Support clients with order entry, money movement, and account maintenance requests Document client interactions and ensure compliance with regulatory requirements Required qualifications: B.A., B.S., or 5th year M.A. or M.S. with graduation date between December 2026 and June 2027 Desire to obtain and pass FINRA SIE, Series 7, and Series 66 Strong customer service and interpersonal skills Ability to manage multiple priorities in a fast-paced environment Proficiency in Microsoft Office software and AI tools

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.