Financial Planning Associate Wealth Strategy
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-05-31
Listing for:
Baird
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm in Phoenix seeks an Associate Financial Advisor to provide specialized services and assist Financial Advisors in delivering sophisticated wealth management solutions. Responsibilities include creating customized financial plans, engaging with clients, and ensuring high-quality client service. The ideal candidate holds a degree in Finance or similar, has investment experience, and is committed to professional development. The role offers an annual salary range of $62,400 - $84,400, with opportunities for advancement and comprehensive benefits.
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Position Requirements
10+ Years
work experience
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