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Wealth Planning Support Specialist
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-07
Listing for:
Heffernan Insurance Brokers
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Heffernan Insurance Brokers in Phoenix, AZ is seeking a Client Service Associate to provide exceptional financial planning and investment management support. You will prepare financial plans, assist with client meetings, and handle operational support. Strong communication skills and attention to detail are essential.
The ideal candidate has a High School diploma, prefers a bachelor’s degree, and may have up to 2 years of financial planning experience. This full-time role offers a salary range of $60,000 to $70,000 annually.
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