Senior Wealth Advisor

Scottsdale, AZ
Salary commensurate with experience; relocation assistance available
Dec 28, 2020
Feb 26, 2021
Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

This opportunity is with a fast growing, woman-owned Registered Investment Advisory firm that takes a team approach to providing clients with comprehensive wealth management services.  This office is in beautiful Phoenix, Arizona, but we serve clients in over twenty different states.

The Senior Wealth Advisor establishes relationships with target prospects and converts prospects into clients of the firm while contributing to firm-wide operational and marketing initiatives.  This role is ideal for someone who has been a sole proprietor looking to leverage their time and resources to continue to grow or an advisor with a discreet book of business looking to work in an entrepreneurial fast-growing RIA.