Client Associate Wealth Management

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.

Alternate Titles:

• Financial Planner
• Investment Advisor
• Wealth Management Advisor
• Insurance and Financial Services Advisor
• Retirement Planning Consultant
• Financial Services Representative

Keywords:
Financial Advisor, Financial Planner, Wealth Advisor, Investment Advisor, Insurance Sales, AUM, Commission based, Series 6, Series 7, Series 65, CRM, Remote Financial Advisor, Retirement Planning, Estate Planning, Client Acquisition, Financial Services, Insurance Licensing, Life and Health License, Financial Consultant, Wealth Management, Lead Generation.

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.