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Wealth Planning Support Specialist
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-06-26
Listing for:
Heffernan Financial
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Heffernan Financial is looking for a Client Service Associate in Phoenix, AZ. This role involves supporting the Wealth Manager by providing excellent financial planning and investment management services. You'll prepare financial plans, assist in client meetings, and collaborate on investment research projects.
The ideal candidate holds a High School diploma (Bachelor's preferred) and has exceptional communication skills. A proactive mindset and proficiency in MS Office are essential for this position. Compensation ranges from $60,000 to $70,000 annually with bonus eligibility.
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