Hybrid Associate Financial Advisor – Client Planning

A leading financial services firm is seeking an Associate Financial Advisor in Scottsdale, AZ, to support Financial Advisors in managing client relationships and offers custom advice in investment management and financial planning. Responsibilities include participating in client meetings, managing the planning process, and transitioning to lead advisor for certain clients. Candidates should have 2-3 years of financial services experience and a Series 65 License, preferably with exposure to Salesforce and advanced Microsoft Office skills. The role provides competitive pay, flexible options, and a collaborative work environment. #J-18808-Ljbffr