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 IntoFirm-generated appointment calendar "” marketing produces qualified prospects; you're not cold-calling, networking, or buying leadsProven planning process "” documented discovery-through-implementation workflow built and refined over two decadesMulti-solution platform "” investments, annuities, and life insurance based on client needs, not a single-product mandateOperations and support team "” paperwork, processing, and implementation support so your time stays on adviceWhat We're Looking ForActive Life & Health Insurance License + Series 65 or 663+ years of client-facing financial planning or advisory experienceTrack record of leading planning conversations through recommendation and implementationStands OutExperience serving retiree and pre-retiree householdsAnnuity and life insurance implementation experienceCFP designation (or in progress)Ready to spend your week advising instead of prospecting? Apply or reach out directly!

Created: 2026-05-09