Job Description

If you’re tired of chasing leads, this is your seat.

Swiss American Financial Solutions is hiring a Financial Advisor in Glendale, AZ for one reason: demand is up, and we need another strong advisor in the room—running meetings, building plans, and helping families retire with clarity.

This is not a “go build a book from scratch” role. You’ll spend your week doing the part of the job that actually matters: meeting with people, earning trust, and delivering a written plan.

Compensation

Base Salary + Commissions (%) + Bonuses

What You Get Here

• A calendar built around qualified retirement-focused appointments (supported by Swiss American Financial Solutions’ marketing/outreach)
• A documented planning flow you can follow—so you’re not reinventing the wheel every meeting
• The ability to implement solutions across investments, annuities, and life insurance based on client needs
• A team that supports implementation so you can stay focused on advice, recommendations, and relationships

What You’ll Do

• Lead discovery and retirement planning conversations (typically ages 50–75)
• Turn client goals into a clear written plan with recommendations they understand and trust
• Present, close, and implement solutions aligned to the client’s best interest
• Build long-term relationships and become “their advisor,” not a one-time transaction
• Execute Swiss American Financial Solutions’ process consistently to deliver a first-class experience

Required Qualifications

• Active Life & Health Insurance License
• Series 65 or 66
• Proven consultative sales ability (you can guide a decision without being pushy)
• Strong communication and presence with retirement-aged clients
• Prior client-facing planning experience strongly preferred

Who This Role Is For

You’re coachable, professional, and you take pride in doing real planning. You want support, structure, and steady opportunity—so your income is driven by performance, not prospecting.

If you’re ready to spend your time advising—not hunting—apply to Swiss American Financial Solutions.

Swiss American Financial Solutions is an equal-opportunity employer.

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