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Client Investment Specialist - Hybrid Wealth Advisory
Remote / Online - Candidates ideally in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-06-13
Tempe, Maricopa County, Arizona, 85285, USA
Listing for:
Arizona Small Business Association - ASBA
Full Time, Remote/Work from Home
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Arizona Small Business Association - ASBA is seeking a New Client Investment Specialist to provide exceptional client service in Wealth Management. Your role involves engaging with prospective clients, identifying investment opportunities, and building relationships through effective communication.
Qualified candidates will have a valid Series 7 and 63 and a strong understanding of financial markets. The position supports a hybrid work environment, balancing onsite and remote work.
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