Licensed Wealth Management Associate - Advisor Support
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
The Well in Scottsdale, AZ is seeking a Licensed Service Associate to support a lead advisor with decades of experience and a client book of 350-400+. This on-site role handles client service, trade execution, and onboarding for a tight-knit, high-performing team.
The position emphasizes accuracy, organization, and professional client communication while contributing to a growing, family-like firm culture. Strong CRM and office suite skills are essential.
The following position is for a Licensed Wealth Management Associate
- Advisor Support with The Well.
We are currently recruiting a Licensed Wealth Management Associate
- Advisor Support for our team in Scottsdale, AZ, United States.
This is a strong opening to take on the Licensed Wealth Management Associate
- Advisor Support role at The Well.
As a Licensed Wealth Management Associate
- Advisor Support, you will play an important part at The Well in Scottsdale, AZ, United States.
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