Senior Wealth Advisor | Build Portfolios & Plans

A leading financial services firm is looking for an experienced Financial Advisor to oversee investment strategies for a diverse client base in Phoenix, Arizona. The role involves developing custom financial solutions, maintaining client relationships, and ensuring compliance with financial regulations. The ideal candidate will have over 7 years of experience within Financial Services, a portable book of business, and relevant FINRA licenses. This position offers a comprehensive benefits package, aiming to support clients in achieving their financial goals. #J-18808-Ljbffr