Associate VP, Client Success - Advisor Growth

A leading financial services firm based in Tempe, Arizona, is seeking a Client Success role to ensure advisor satisfaction and retention. The position requires over 5 years of experience in Financial Services, a Bachelor’s degree, and a Series 7 license. Responsibilities include driving revenue, strengthening advisor relationships, and participating in strategic initiatives. A strong emphasis on collaboration and proactive communication is essential, along with proficiency in Salesforce CRM and other tools. #J-18808-Ljbffr