Senior Wealth Management Client Associate
Compensation
$100k – $300k /yr
Employment type
Full-time
Work setting
On-site
Location
Phoenix, AZ
Schedule
Day shift
Posted
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Job overview
The Senior Wealth Management Client Associate role is an onsite position located in Phoenix, AZ. Compensation is $100,000 to $300,000 per year, and this role supports a high-performing wealth management team. This role exists to provide high-touch service to ultra-high-net-worth clients. The associate contributes to the team's goals by assisting with financial planning, managing client relationships, and supporting senior advisors.
What we're looking for
- Skills & competencies
- full-timeday shiftphoenix azwealth managementclient associatecfphigh net worthfinancial planningteam-basedbonus
- Work arrangement
- Weekend coverage required
Benefits & perks
- Bonus, incentive plans, medical, dental, vision, life insurance, 401(k) match, PTO, education coverage
About the employer
KING'S INSURANCE STAFFING LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 9c019343-7645-475d-8636-7a3a06a1bdd3