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Wealth Advisor: Client-Centric Financial Planning
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-09
Listing for:
The Mom Project
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
The Mom Project is seeking an experienced Wealth Advisor in Phoenix to build lasting client relationships, deliver tailored financial plans, and conduct regular reviews. You will report to the Managing Director and contribute to a fast-paced advisory practice.
Ideal candidates bring 5+ years as a licensed financial professional, a Bachelor’s degree, and an ability to obtain CFP certification within 12 months. Strong communication and teamwork are essential for success.
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