Careers

Careers at Fullerton

INVESTING IN YOUR FUTURE

Join the Team

Fullerton Financial Planning is one of the leading Retirement Planning firm in Arizona and has been for the past 18 years. We are excited to offer these opportunities to individuals that share our passion for caring and helping people with their retirement planning.


Are you driven and self-motivated? Do you seek to help our community and improve the lives of others? Then fill out the form below. We are always looking for like-minded people to join the Fullerton Family!

Current Openings:

Join the Team as a Financial Advisor

We are searching for a Financial Advisor to provide personalized investment, financial, and retirement planning services to our clients and their families. If you want the opportunity to build your career and help others, join our team.


Things you will do as a Financial Advisor:


  • Be part of an advisory team assisting clients with investment and financial planning to help make their retirement dreams come true.
  • Meet with prospective and existing clients to plan for and achieve their financial goals.
  • Utilize our company-provided technology and tools to improve your efficiency.
  • You will also benefit from top-tier marketing support in the form of TV/Radio, mailings, email blasts, and customized material to expand your success and reach new customers.

What Skills/Qualifications Do You Need?


  • High school diploma or GED.
  • Ideally, 2+ years of experience working as a Financial Advisor.
  • Proven and successful sales experience.
  • An active FINRA Series 65 or 66.
  • An active life and health insurance license.

Who is a Good Fit?


We are looking for self-motivated, talented people that love others and want to make a positive impact in our clients and in our community. Someone who wants the possibility to grow in knowledge and experience in their financial services career. If that seems to be you, join our team.



Benefits:

  • Medical
  • Dental
  • Vision
  • 401(K) Matching
  • Competitive Pay + Potential for bonuses: DOE
  • Paid Holidays 
  • Company-provided technology, laptop computer, client management and financial planning tools.

Submit Your Resume

Join Our Servicing Team

The purpose of this position is to ensure superior customer service to existing clients and prospects. Position requires the employee to perform industry-specific tasks such as client service work including beneficiary changes, name changes and address changes, RMD processing, client allocations, and withdrawals.  Assist with incoming client service calls, database management, adding new clients into the database, and assisting other team members as needed.  


What Skills/Qualifications Do You Need?

  • Highly organized with strong follow-through
  • Process-driven while completing tasks
  • Ability to prioritize day-to-day tasks and issues
  • Resourceful in problem resolution
  • Phenomenal phone skills and ability to build trust with clients
  • Operate with a proactive approach when dealing with advisors and clients
  • Experience working in a fast-paced environment
  • Ability to prioritize projects and manage time
  • Demonstrates persistence to achieve quality

Benefits:

  • Medical
  • Dental
  • Vision
  • 401(K) Matching
  • Competitive Pay: DOE
  • Paid Holidays 

Submit Your Resume

Join the First Impressions Team

The purpose of this position is to provide superior customer service to all our clients and guests coming into our office. The position requires the employee to represent the firm in excellence and professionalism while providing a "WOW!" experience to all who call and come through our doors. This position is all about hospitality and is the first and last point of contact for all who call and visit our firm. 


What Skills Do You Need?


  • Answering and fielding multiple phone lines
  • Greeting our guests
  • Scheduling appointments 
  • Preparing appointment folders 
  • Distributing mail
  • Providing administrative support within the company
  • Using CRM software such as SalesForce
  • Using MS Office
  • Excellent at multitasking 

Job Type: Full-time


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Schedule: 8 hour shift , Monday to Friday


Supplemental pay types: Bonus pay


Education: Associate (Preferred)


Experience: Customer service: 2 years (Required)


Work Location: In Office 

Submit Your Resume

We Can't Wait to Hear From You

Whether you see your dream job listed above or you're just interested in learning more about working at Fullerton Financial Planning, we would love to hear from you. Fill out the form below, and our team will get back to you with more information.

Contact Us

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