Wealth Management: Client-First Investment Specialist

A major banking institution in Tempe, Arizona is seeking an Unlicensed Investment Professional to assist clients with their brokerage accounts. The role involves discussing Individual Retirement Accounts and delivering exceptional client experiences over the phone. Candidates should have a strong compliance record and the ability to manage multiple priorities. A bachelor's degree is preferred, and relevant financial services experience is advantageous.

This position is full-time with a flexible hybrid working environment post-training.
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