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Financial Consultant

Senior Wealth Advisor — Holistic Financial Planning & Relationships

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Mountain America Credit Union
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services provider is seeking a Senior Talent Acquisition Partner to enhance member relationships and deliver personalized financial guidance. This role includes developing comprehensive financial plans aligned with member objectives, maintaining high ethical standards, and identifying growth opportunities. Candidates should have at least three years of relevant experience and a bachelor's degree from an accredited institution. The position offers a full-time schedule with responsibilities in a supportive team environment.
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Position Requirements
10+ Years work experience
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