Financial Planning, Investment Management, Investment Services, Sales, Sales Management, Series 65, Wealth Management, Willing to Travel
LOCATION
Phoenix, AZ
POSTED
3 days ago
JobTailor is seeking a Wealth Management professional to develop client relationships and provide ongoing financial planning and investment management services. The role requires educating participants, conducting regular reviews, and building networks with external partners.Travel may be required as needed. Candidates should have a 4-year degree (preferred), Series 65 (or willing to obtain within 90 days), and at least 4 years of sales experience in wealth management.#J-18808-Ljbffr