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Financial Consultant

Advisor-Focused Investment Platform Specialist

Job in Mesa, Maricopa County, Arizona, 85201, USA
Listing for: Modern Wealth Management
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A financial services company is seeking an Investment Specialist to support its Nationwide Investment Platform. The ideal candidate will leverage strong investment knowledge to assist advisors and serve as a trusted resource. Responsibilities include maintaining investment strategies, conducting research, and providing guidance on asset allocation. Candidates should have a bachelor’s degree and at least 5 years of experience in investment management, demonstrating strong analytical skills and the ability to build relationships with advisors.
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