Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Licensed Fiduciary Wealth Advisor Client Relationship Lead

$60k - $70k

Trajan Wealth LLC

A prominent wealth management firm is seeking an Account Manager to maintain relationships with existing clients and provide fiduciary advisory services. Candidates must have a technical understanding of financial markets, strong client-centric service skills, and relevant securities licenses. This position is located onsite at the Scottsdale office and offers a base salary of $60-70K plus a monthly bonus, along with benefits including a 401(k) matching contribution and comprehensive healthcare coverage. #J-18808-Ljbffr Trajan Wealth LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Licensed Fiduciary Wealth Advisor Client Relationship Lead in Scottsdale, AZ vacancy
  • $60k - $70k

    A leading investment advisory firm is seeking an Account Manager to maintain relationships with existing clients. This role requires a background in financial...  ..., along with necessary licensing, including a Bachelor's...  ...corporate office. #J-18808-Ljbffr Trajan Wealth LLC
    Suggested
    Work at office

    Trajan Wealth LLC

    Scottsdale, AZ
    1 day ago
  • J.P. Morgan is seeking a Private Client Advisor in Lake Havasu City, AZ. In this full-time...  ...financial services, possess relevant licenses (Series 7, Series 66), and demonstrate...  ...This position emphasizes building client relationships and delivering personalized investment... 
    Suggested
    Full time

    TwinThread

    Phoenix, AZ
    10 hours ago
  • Northern Trust Corp. is seeking an experienced Relationship Manager in Scottsdale, Arizona, to manage sophisticated wealth management clients. The role involves leading client conversations, providing fiduciary advice, and maintaining compliance with applicable laws and... 
    Suggested

    Northern Trust Corp.

    Scottsdale, AZ
    2 days ago
  • $62.5k - $87.5k

    TIAA is seeking a Wealth Client Relationship Manager in Phoenix, Arizona. The role involves partnering with Wealth Management Advisors to deliver exceptional service to high-net worth clients...  ...2+ years of experience. Required licenses include Series 7, 63, and 65, which... 
    Suggested

    TIAA

    Phoenix, AZ
    2 days ago
  • A national wealth management firm is searching for an experienced Wealth Advisor to maintain and expand client relationships. The ideal candidate possesses strong communication skills and a problem-solving mindset, with 5+ years of experience in financial services. Responsibilities... 
    Suggested

    Hightower Advisors

    Phoenix, AZ
    2 days ago
  • JPMorganChase is seeking a Relationship Banker in Scottsdale, Arizona. This role focuses on creating memorable experiences for clients through attentive service and expert banking solutions...  ..., and the ability to obtain required licenses. A competitive salary package and... 

    JPMorganChase

    Scottsdale, AZ
    4 days ago
  • JPMorgan Chase & Co. in Scottsdale, Arizona is hiring a Relationship Banker to enhance client experiences and foster relationships. The ideal...  ...adherence to banking policies and may require relevant licenses within 180 days of hire. #J-18808-Ljbffr JPMorgan Chase... 
    Full time

    JPMorgan Chase & Co.

    Scottsdale, AZ
    4 days ago
  • A top wealth management advisory firm in Phoenix, Arizona is seeking a Senior Client Relationship Associate. This role focuses on managing client relationships, collaborating with...  ...paid holidays, flexible work schedules, and health plans. #J-18808-Ljbffr EP Wealth Advisors
    Flexible hours

    EP Wealth Advisors

    Phoenix, AZ
    10 hours ago
  • $23.75 - $29.03 per hour

    Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person,...  ...excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E.... 
    Temporary work

    Us Bank

    Phoenix, AZ
    1 hour ago
  • A leading wealth management firm seeks a Private Wealth Advisor to manage and oversee client investment portfolios and relationships. The ideal candidate will have over 15 years of experience managing...  ..., ensuring compliance with fiduciary guidelines, and conducting extensive... 

    Mercantil Commerce Bank

    Scottsdale, AZ
    2 days ago
  • A financial advisory firm in Phoenix, Arizona, is seeking a Financial Advisor to assist clients in achieving their financial goals. The role involves managing client relationships, developing financial plans, and adhering to compliance procedures. Candidates with 4+ years... 

    Grimes & Co

    Phoenix, AZ
    2 days ago
  •  ...Financial is a premier wealth management firm...  ...commitment to helping our clients achieve long-term financial...  ...As a Financial Advisor at GoldBook Financial,...  ...Series 66 (or 63 and 65) licenses. Proven track record of...  ...maintaining long-term client relationships. Exceptional... 
    Local area

    GoldBook Financial

    Scottsdale, AZ
    3 days ago
  •  ...Corporation is seeking a Financial Consultant in Phoenix, Arizona to enhance client relationships and provide tailored financial solutions. Candidates must have an Active FINRA Series 7 license and Series 66 license. In this role, you will be responsible for advising... 
    Monday to Friday

    Charles Schwab Corporation

    Phoenix, AZ
    3 days ago
  • A leading financial services company in Phoenix, Arizona is seeking a Financial Advisor as part of the Merrill Advisor Development Program...  ...hold Series 7 and 66 licenses, have a minimum of one...  ...requires exceptional relationship management, client prospecting, and... 

    Bank of America

    Phoenix, AZ
    10 hours ago
  •  ...company in Phoenix seeks a Financial Advisor to enhance relationships and develop new business...  ...managing a portfolio of high-net-worth clients, offering tailored financial solutions...  ...of experience, and active financial licenses. The company offers competitive compensation... 

    Alerus

    Phoenix, AZ
    4 days ago
  •  ...Arizona is looking for a Financial Advisor to manage high-net-worth clients and provide comprehensive...  ...advice. Responsibilities include relationship management, evaluating client needs...  ..., and maintain relevant financial licenses. A competitive compensation package... 

    Alerus Financial

    Scottsdale, AZ
    1 day ago
  • A leading financial services firm in Fountain Hills, Arizona is seeking a Private Client Advisor. You will offer comprehensive financial planning...  ...families, focusing on client relationships over mere portfolio...  ...roles and must hold relevant licenses. This position offers a... 

    JPMorganChase

    Fountain Hills, AZ
    1 day ago
  • $23.75 - $29.03 per hour

     ...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging...  ...excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E.... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Phoenix, AZ
    3 hours ago
  •  ...seeks an experienced Auditor in Phoenix, AZ, responsible for leading client engagements, performing audit procedures, and preparing financial...  ...in Accounting, with 2-4 years of experience and a valid CPA license or working towards one. Proficiency in Microsoft Office and... 
    Work at office

    Eide Bailly LLP

    Phoenix, AZ
    3 days ago
  • JPMorgan Chase is seeking a Relationship Banker in Scottsdale, Arizona. This role involves managing client relationships, delivering exceptional service, and leveraging financial technology. Applicants should have 1+ year of sales experience in Retail Banking or similar... 

    JPMorgan Chase

    Scottsdale, AZ
    1 day ago
  • Bank of America seeks a motivated individual to engage clients in financial center transactions, process cash, and build relationships. The role prioritizes effective communication, adaptability, and client-focused solutions. Successful candidates will have a Bachelor's... 
    Weekend work

    Bank of America

    Phoenix, AZ
    10 hours ago
  • U.S. Bank seeks a Client Relationship Consultant 4 in Phoenix, AZ to foster client relationships through proactive communication and financial advisory. The role combines personal outreach with digital engagement to address client needs effectively. Key responsibilities... 
    Full time

    U.S. Bank

    Phoenix, AZ
    1 day ago
  • A leading financial institution in Scottsdale, Arizona is seeking a customer-focused individual...  ...to deliver exceptional service to clients. This role involves engaging customers,...  ...financial solutions, and building lasting relationships. A degree and relevant experience are... 

    Hispanic Alliance for Career Enhancement

    Scottsdale, AZ
    1 day ago
  • Bank of America is seeking a motivated Client Engagement Specialist in Phoenix, Arizona. The role involves engaging clients to educate...  ...on self-service banking transactions while building strong relationships to meet their financial needs. Candidates should possess a Bachelor... 
    Full time
    Shift work
    Weekend work

    Bank of America

    Phoenix, AZ
    2 days ago
  • $23.75 - $29.03 per hour

    U.S. Bank seeks a Client Relationship Consultant 3 in Phoenix, AZ. In this full-time role, you will build strong client relationships through proactive outreach and provide tailored banking solutions. The ideal candidate will have 4-5 years of retail banking experience... 
    Hourly pay
    Full time

    U.S. Bank

    Phoenix, AZ
    1 day ago
  • A leading financial services firm in Phoenix is seeking a Private Client Advisor to offer financial planning and investment solutions. The...  ...2 years of experience, strong relationship management skills, and the necessary financial licenses. Responsibilities include building... 

    JPMorgan Chase

    Phoenix, AZ
    4 days ago
  •  ...financial services professional to act as the primary client contact and provide holistic banking solutions....  ...candidates will have a consultative approach to relationship building and must obtain required financial licenses within 120 days of start date. Responsibilities... 

    BMO

    Scottsdale, AZ
    1 day ago
  •  ...services firm in Phoenix is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive...  ...will have a strong background in client relationship management and financial services, with relevant licenses required within 60 days of employment. The... 

    JPMorganChase

    Phoenix, AZ
    1 day ago
  • A leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. You will offer financial planning and...  ...while building strong relationships. The ideal candidate will have...  ...experience and relevant financial licenses, including Series 7 and 66.... 

    JPMorganChase

    Phoenix, AZ
    10 hours ago
  • A leading public accounting firm in Arizona is seeking a proactive Tax Relationship Manager to strengthen client relationships and drive business growth. The ideal candidate will have 6 to 9 years of public accounting experience and a CPA. Responsibilities include managing... 

    BeachFleischman

    Phoenix, AZ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Fiduciary Wealth Advisor Client Relationship Lead. Be the first to apply!