Senior Wealth Advisor — Wealth Advisory | PTO
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2025-12-02
Listing for:
CliftonLarsonAllen
Part Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Phoenix. In this pivotal role, you will serve as a relationship manager, providing Total Wealth Advisory services that encompass financial planning, tax advice, investments, and estate planning. With a focus on delivering tailored financial solutions, you will manage a diverse portfolio of clients while leveraging your extensive knowledge in financial services.
This innovative firm values a culture of inclusivity and offers a range of benefits, including flexible PTO and wellness stipends, ensuring a supportive environment for your professional growth and personal well-being.
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Position Requirements
10+ Years
work experience
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