Relationship Manager: Trusted Advisor & Growth Driver

Jobtailor in Scottsdale, AZ is seeking a results-driven Sales Advisor to execute retail strategies and grow the Preferred Program.
You will build trusted relationships, explain complex financial concepts, and support referrals with the Investment Executive, while traveling locally as needed.
A college degree and appropriate licenses (SIE, Series 6 & 63, plus Series 65 within 90 days) are required, along with a professional image and ongoing regulatory education.

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