UHNW Client Advisor & Senior Associate — Hybrid
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-02-06
Listing for:
Vanguard
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services company is seeking a Senior Associate for the role of Ultra High Net Worth Client Case Representative. This position requires expertise in handling complex client accounts and delivering investment guidance. The ideal candidate will possess a minimum of three years’ experience in the Financial Services industry and hold necessary FINRA licenses. The role offers a competitive compensation package that includes a base salary and bonuses, along with extensive training and benefits that support both professional and personal growth.
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Position Requirements
10+ Years
work experience
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