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Strategic Financial Solutions Advisor
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Jobtailor in Arizona seeks an experienced financial advisor to provide comprehensive advice and customized solutions to clients. You will assess client needs, triage leads, and refer to business partners as appropriate.
Responsibilities include reviewing financial and investment goals with clients and building tailored financial plans, leveraging Series 7 and 66 credentials to recommend suitable products. This is a full-time, on-site role in the United States.
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