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Elite Wealth Advisor: Lead Clients
Job in
Mesa, Maricopa County, Arizona, 85201, USA
Listed on 2026-02-12
Listing for:
Modern Wealth Management
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A national wealth management firm based in Arizona seeks an Executive Wealth Advisor. The role involves managing high-value clients and fostering new relationships. Candidates should possess a bachelor’s degree in finance or a related field along with 10 years of experience in financial planning or investment management. This position offers a significant opportunity for equity participation and leadership support. Interested applicants should have a portable book of business valued at $45M.
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