Personal Wealth Advisor — Custom Financial Planning

A leading financial services firm is looking for a Personal Advisor in Tempe, AZ. The role involves creating personalized financial plans for clients and advising on investment portfolios. Candidates must have a Series 7 and a Series 66 license or the ability to obtain one. Three years of relevant financial services experience and a bachelor's degree are preferred. This position offers the chance to work in a supportive team environment focused on client relationships. #J-18808-Ljbffr