This is the job that changes everything.
If you're reading this, it means you're searching-for more meaning, for momentum, for a role where your energy and communication skills actually matter. You want to feel valued. You want to build a career. And most of all, you want to make an impact.
This is that opportunity.
This is not just another entry-level role in financial services. This is your launchpad-into a thriving industry, into leadership, into a company that's quietly becoming one of the most respected forces in retirement and investment planning. If you've got drive, intelligence, and empathy, then you're exactly who this role was made for.
Why this role?
Because you love people. You thrive on meaningful conversations. You enjoy solving problems, offering support, and making systems work better-for real human beings. You're not afraid of the phone, and your communication style builds trust fast.
You're looking for a role where:
- You get real responsibility-starting day one.
- You're coached to grow, not micromanaged to stagnate.
- You can learn the business from the inside out, with opportunities to grow in service, operations, compliance, or investment teams.
- You're surrounded by smart, supportive professionals who actually care about helping people retire better.
What you'll do (and why it matters):
- Be the first call and last word for financial advisors needing help, answers, or ideas.
- Keep advisors engaged, educated, and happy-so they can focus on helping their clients retire with dignity.
- Tackle questions on platform tools, account setup, paperwork, transitions, and products-and make it all feel easy.
- Proactively reach out to advisors, not just react. Think relationship, not ticket.
- Partner with operations, compliance, and investment teams to deliver seamless service.
You'll thrive here if you:
- Communicate clearly, warmly, and confidently-especially over the phone.
- Love helping people solve problems and understand complex things.
- Are organized, accurate, and great at follow-through.
- Want to learn fast, do meaningful work, and build a career in financial services.
- Have 0-2 years of experience in service, support, sales, or relationship management-
- especially if it was in finance, insurance, or a related field.
What you bring:
- A bachelor's degree (finance, business, or related field preferred).
- Comfort with CRMs, Microsoft Office, and digital platforms.
- A desire to show up in person each day to learn, grow, and make things happen in our Phoenix office.
You've been looking for a door to open. This is it.
Apply now