Wealth Management Associate Own Book
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Forgent Ltda. is seeking an Associate Financial Planner / Advisor in Flagstaff, AZ. You will learn financial planning one-on-one from a CFP® with over 35 years of practice and earn a monthly stipend while you start your career.
There is no license or industry experience required to begin. The firm covers the Series 65 materials and exam, and you will build a client base in your own community with mentorship and support to succeed.
We are seeking a motivated Wealth Management Associate — Learn, Grow, Own Your Book to join Forgent Ltda. in Flagstaff, AZ, United States.
Join Forgent Ltda. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Management Associate — Learn, Grow, Own Your Book role at Forgent Ltda., based in Flagstaff, AZ, United States.
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