Associate Wealth Advisor — Client-Focused Financial Planning
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-07-02
Listing for:
Stratos
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Sales
Job Description & How to Apply Below
Stratos, located in Scottsdale, Arizona, seeks a Financial Planning Associate to aid in client relationship management and enhance financial service delivery. The ideal candidate will possess at least 2 years of experience in financial services or a recent relevant degree.
Responsibilities include preparing for client meetings, understanding clients' financial situations, and assisting the Lead Advisor with comprehensive financial plans. A strong work ethic and client communication skills are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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