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Wealth Planning Associate

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Stratos Wealth Partners
Full Time position
Listed on 2026-02-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A Scottsdale-based financial advisory firm is seeking a financial planner with at least 3 years of experience in client relationship management. The successful candidate will work closely with the Lead Advisor to provide tailored financial solutions and enhance client experiences. Responsibilities include preparing client meetings, developing comprehensive financial plans, and maintaining industry licenses. Ideal for someone looking for long-term growth within a supportive team environment.
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Position Requirements
10+ Years work experience
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