Search jobs > Phoenix, AZ > Financial planner

Financial Planner

Spence, Cassidy & Associates
Phoenix, Arizona, United States
Full-time

The Financial Planner Opportunity

We’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals.

Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients.

Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort.

For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally.

We are committed to excellence.

At Spence, Cassidy & Associates, you build your practice on your terms working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals.

It’s a rewarding career and we invite you to explore the opportunity we offer :

  • Provide industry-leading training, support, and ongoing development throughout your career
  • Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists
  • Offer exceptional income potential, where your earnings are reflective of your efforts.
  • Encourage independence and work-life synergy as you plan your schedule

Benefits

  • Extremely Competitive Compensation Plan.
  • Medical Insurance.
  • Prescription Drug Insurance.
  • Health Savings Account (HSA).
  • Dental Insurance.
  • Vision Insurance.
  • Life Insurance.
  • Disability Insurance.
  • 401k Matching Retirement Plan.
  • Errors & Omissions Coverage.

About Us

Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients.

We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.

Opportunity awaits; join our team of Dynamic Financial Advisors!

30+ days ago
Related jobs
Promoted
GoldBook Financial
Scottsdale, Arizona

We are an award-winning company comprised of industry-leading financial service professionals who excel at helping our clients attain financial security for themselves, their families, and their businesses. GoldBook Financial is a member of the MassMutual family of firms. Our culture of excellence a...

Promoted
Key Wealth Management
Scottsdale, Arizona

Minimum 5 years of experience working in client support, portfolio management, relationship management, or paraplanner role in the financial services industry. Certified Financial Planner (CFP). Our mission is helping clients live a life they love and helping them live a life of purpose as they achi...

Promoted
Dynamic Advisor Solutions
AZ, United States

The Financial Planner will be responsible for providing personalized financial planning services, retirement planning, and financial advice to clients. Financial Planning, Personal Financial Planning, and Certified Financial Planner skills. The role involves analyzing financial data, creating financ...

Spence, Cassidy & Associates
Glendale, Arizona

At Spence, Cassidy & Associates, you build your practice on your terms – working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. The Financial Planner&...

Promoted
D Aceto Services LLC
Mesa, Arizona

D Aceto Services LLC is seeking a motivated and detail-oriented Entry-Level Data Analyst to join our team. Help maintain data integrity and accuracy within databases. In this remote position, you will work closely with various departments to analyze data, generate insights, and support decision-maki...

Promoted
Priority Financial Group
Phoenix, Arizona

Priority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insura...

Promoted
MoveAmerica.org
Phoenix, Arizona
Remote

The financial analyst will work closely with various DoD agencies to ensure the effective management of financial resources, compliance with regulations, and the achievement of financial objectives. MoveAmerica is seeking a highly skilled and experienced Financial Analyst to provide comprehensive fi...

Promoted
Cranial Technologies
Tempe, Arizona
Remote

Our growing team is looking for a Business Data Analyst who has excellent critical thinking skills, is highly skilled at problem solving, and maintains a strong attention to detail. Validate data for problem identification and significance across multiple reports and data sources. Predominately resp...

Promoted
The Carin Nguyen Real Estate Network
Phoenix, Arizona

Do you love helping people find their dream home? We’re looking for an experienced real estate sales buyer’s agent to join our growing expansion team. Find potential homebuyers and give them information on properties that meet their needs and fit within their budget. Coordinate efforts t...

Promoted
SoldByCarin.com at Phoenix
Phoenix, Arizona

We’re looking for a motivated, dynamic real estate sales buyer’s agent to bring in qualified leads and help close deals. You’ll be responsible for adding prospective customers to the sales funnel, assessing homebuyers' wants and needs, and continuously following up to ensure a ...