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Hybrid Associate Financial Advisor – Client Planning

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Berger Financial Group
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 85000 USD Yearly USD 80000.00 85000.00 YEAR
Job Description & How to Apply Below
A premier financial advisory firm is seeking an Associate Financial Advisor to work alongside Financial Advisors in maintaining client relationships. Responsibilities include client meeting preparation, ongoing communications, creating financial plans, and administrative tasks. The ideal candidate will have 2-3 years of experience in financial services, a Series 65 License, and strong skills in Microsoft Office. This role is hybrid and offers a competitive salary of $80,000 - $85,000 per year.
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Position Requirements
10+ Years work experience
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