Wealth Advisor: Client Growth & Relationship Builder

A leading financial planning firm in Scottsdale, Arizona, is seeking a Wealth Advisor to prioritize client relationships and manage sales opportunities. This full-time role involves working closely with the Lead Advisor, logging client meeting notes, fielding calls, and ensuring follow-ups on prospects. Essential licenses include Series 65 and Life & Health Insurance. The position offers robust benefits, including health insurance and paid time off. #J-18808-Ljbffr