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Wealth Management Sales Support Specialist
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:
-
Sales
CRM System
Job Description & How to Apply Below
Jobtailor in United States (Arizona) seeks a driven Sales Support specialist to back the financial services sales team. You will nurture client relationships, coordinate admin tasks, and act as the primary contact for escalated service issues.
Strong knowledge of Salesforce or similar CRM, proficiency with Microsoft Office, and FINRA licenses (Series 6/63/65 and/or 7/66) are required. Bachelor's degree in business or finance and 2+ years of experience complete the profile.
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