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Financial Advisor

Licensed Financial Advisor Assistant & Client Services

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Lucia Capital Group
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A financial services firm in Scottsdale, AZ is seeking a Licensed Client Services Administrator to support financial advisors and provide exceptional client service. The role involves managing client service requests, preparing paperwork, and maintaining CRM tasks. Ideal candidates possess Series 7 and Series 66 licenses (or able to obtain), two years of financial experience, and strong customer service skills. Benefits include competitive compensation, medical, dental, and a flexible work environment.
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