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Strategic Wealth Advisor & Client
Job in
Glendale, Maricopa County, Arizona, 85318, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Job Tailor is seeking a Wealth Management professional to develop client relationships and provide ongoing financial planning and investment management services. The role requires educating participants, conducting regular reviews, and building networks with external partners.
Travel may be required as needed. Candidates should have a 4-year degree (preferred), Series 65 (or willing to obtain within 90 days), and at least 4 years of sales experience in wealth management.
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