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Regional Wealth Director
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-07
Listing for:
Grimes & Co
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
A financial advisory firm in Phoenix, Arizona is seeking a Regional Wealth Director to manage client relationships and oversee referral business. The ideal candidate will have at least five years of industry experience, possess strong organizational skills, and be dedicated to helping others achieve their financial goals. This role entails managing new referrals and assisting existing clients while ensuring compliance with industry standards.
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