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Client-Focused Wealth Planning Associate

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Stratos
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A wealth management firm located in Scottsdale, Arizona, is seeking a Financial Planner with at least three years of experience in client relationship management. The role involves working closely with clients to develop comprehensive financial plans and enhance their service experience. Ideal candidates will have a Bachelor's degree and be willing to obtain necessary licenses. This position offers a competitive salary and potential growth bonus structure, all within a collaborative team environment.
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Position Requirements
10+ Years work experience
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