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On-Site Client Services Specialist Financial Advisors
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-08
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-01-08
Job specializations:
-
Finance & Banking
Accounting & Finance -
Administrative/Clerical
Job Description & How to Apply Below
A financial services organization is looking for a Sales Assistant to support Financial Professionals in Phoenix, AZ. The role requires assisting with client transactions, maintaining relationships, and administrative tasks while ensuring compliance with regulations. Candidates should have at least a High School diploma and some licensing such as FINRA Series 6 or 7. Strong communication skills and proficiency in Microsoft Office are essential.
This position offers a competitive salary and a comprehensive benefits package.
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