Communication Skills, Customer Relations, Customer Relationship Management (CRM), Onboarding, Plan Meetings, Team Player, Wealth Management
LOCATION
Scottsdale, AZ
POSTED
3 days ago
Key Wealth Management in Scottsdale, AZ seeks an Associate Wealth Advisor to support the financial advisory team. You will manage client relationships, coordinate meetings, and handle onboarding and referrals while contributing to quarterly reviews and performance updates.The role emphasizes strong communication, empathy, and teamwork in a client-focused wealth management environment, onsite at the Scottsdale office.#J-18808-Ljbffr