×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Advisor Financial Consultant

HNWI Client Case Advisor Onboarding & Asset Moves

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Vanguard
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading investment firm in the United States is seeking a High Net Worth Client Case Representative to support Personal Investor clients. In this role, you'll manage crucial client relationships, simplify complex financial processes, and provide exceptional service. The ideal candidate holds active FINRA Series 7 and 63 licenses with 1-3 years in financial services. This position offers a salary range of $65,000 - $80,000 plus a $20,000 licensing bonus.

A hybrid working model promotes flexibility and collaboration.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search