Wealth Advisor: Holistic Planning
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-03-12
Listing for:
GoldBook Financial
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Scottsdale, Arizona, is seeking a Financial Advisor to deliver personalized financial guidance and manage diverse client portfolios. You will develop comprehensive financial plans, conduct portfolio reviews, and actively prospect for high-net-worth clients. The ideal candidate has a Bachelor’s degree, 3–5 years of advisory experience, and active FINRA licenses. This position offers autonomy and the resources to enhance client retention and growth.
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