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Client-Centric Wealth Advisory Associate
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-07-13
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Raymond James Financial, Inc. seeks a client relations specialist in Scottsdale to proactively manage and deepen relationships with assigned clients, ensuring timely communication and excellent service.
You will be the main point of contact for client needs and support the financial advisor with meetings and documentation. This onsite role emphasizes compliance, onboarding, and regular reviews of portfolios and goals, with responsibilities including market updates, personalized outreach, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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