Senior Wealth Strategist for HNW Families | Flexible Hours
Jobot
Jobot, a top wealth management firm in Phoenix, seeks a Wealth Strategist / Advisor to serve high-net-worth families with a personalized, relationship-driven approach. This role focuses on investment management, tax strategy, estate planning, and comprehensive financial planning. The successful candidate will have CFP designation, 3+ years of client-relations experience (ideally with an RIA), and a track record of leading client relationships. #J-18808-Ljbffr Jobot
Vacancy posted 1 day ago
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