Financial Advisor | Retirement Planning

Swiss American Financial Solutions generates your appointments. You run the planning meetings.

SAFS has spent 20+ years building a marketing and outreach engine that fills advisor calendars with qualified pre-retiree and retiree households across the Phoenix metro. A dedicated operations team handles implementation and back-office work. Your week stays focused on the highest-value activity: sitting across from clients, building written financial plans, and implementing solutions across investments, annuities, and life insurance.

This isn't a rebuild-your-book opportunity. It's a step-into-a-system opportunity.

Compensation: $120,000 - $150,000 First Year Comp., Commissions, Bonuses.

What You Walk Into

• Firm-generated appointment calendar — marketing produces qualified prospects; you're not cold-calling, networking, or buying leads
• Proven planning process — documented discovery-through-implementation workflow built and refined over two decades
• Multi-solution platform — investments, annuities, and life insurance based on client needs, not a single-product mandate
• Operations and support team — paperwork, processing, and implementation support so your time stays on advice

What We're Looking For

• Active Life & Health Insurance License + Series 65 or 66
• 3+ years of client-facing financial planning or advisory experience
• Track record of leading planning conversations through recommendation and implementation

Stands Out

• Experience serving retiree and pre-retiree households
• Annuity and life insurance implementation experience
• CFP designation (or in progress)

Ready to spend your week advising instead of prospecting? Apply or reach out directly!