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Wealth Management Client Associate - Detail-Oriented & On-Site
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-07-13
Listing for:
130 Raymond James Financial Services, Inc.
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Wealth Management seeks a detail-oriented Registered Client Associate to support financial advisors and branch operations. You will handle client interactions, data entry, and account management while cross-training on financial planning platforms.
Responsibilities include opening new client accounts, processing transfers, maintaining client records, and updating financial plans. On-site work with potential professional development and cross-training opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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