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Strategic Financial Planner & Client Advisor

Job in Prescott Valley, Yavapai County, Arizona, 86314, USA
Listing for: Arizona Small Business Association - ASBA
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial institution is seeking a Financial Solutions Advisor in Prescott Valley, AZ. This role involves providing tailored financial advice, building plans for clients, and engaging potential new clients. The ideal candidate will have licenses, one or more years of experience in finance, and strong interpersonal skills. The position requires adherence to regulations and involves managing client relationships with investment products.

Join us to help clients achieve their financial goals in a dynamic environment.
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