Associate Wealth Advisor - Client-Focused Wealth
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-03-14
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial services company is looking for an Associate Wealth Advisor in Phoenix, AZ. The successful candidate will support multiple Wealth Advisors by managing client relationships and providing tailored financial planning. Candidates must hold an active FINRA Series 7 and Series 66, with 1-3 years' experience in the financial industry.
This role offers the chance to grow in wealth management through mentorship and professional development opportunities, with a focus on in-office collaboration.
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Position Requirements
10+ Years
work experience
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