Senior Wealth Advisor High-Net-Worth Clients
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-10
Listing for:
Alerus
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
A financial services company in Phoenix seeks a Financial Advisor to enhance relationships and develop new business opportunities. The role involves managing a portfolio of high-net-worth clients, offering tailored financial solutions, and utilizing CRM software to maintain client interactions. Ideal candidates will possess a bachelor's degree, 5 years of experience, and active financial licenses. The company offers competitive compensation, a comprehensive benefits package, and a collaborative work environment.
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Position Requirements
10+ Years
work experience
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