Spence, Cassidy & Associates, LLC
Financial Advisor
Spence, Cassidy & Associates, LLC, Los Angeles, California, United States, 90079
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.
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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.
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