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Financial Consultant Financial Services

FINRA-Licensed Client Transfer Specialist

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Vanguard Group
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services company in Scottsdale is seeking a Client Transfer Specialist to build meaningful client relationships. Responsibilities include serving as the primary contact during client onboarding and simplifying complex financial processes. The ideal candidate should hold active FINRA Series 7 and 63 licenses and have 1-3 years of financial services experience.

This role offers a supportive work environment and a chance to make a significant impact on clients' financial journeys.
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