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Wealth Client Partner — Advisor Collaboration
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-06-21
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Retirement Resource Center, LLC. is seeking a Wealth Client Relationship Manager in Phoenix, Arizona. In this role, you will partner with Wealth Management Advisors to support high-net worth clients in achieving their financial goals. Responsibilities include managing a book of clients and implementing financial planning recommendations.
The ideal candidate will have at least 2 years of experience, preference given to those with a university degree, and must obtain necessary FINRA registrations within 120 days.
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