Licensed Wealth Management Associate - Advisor Support
The Well
The Well in Scottsdale, AZ is seeking a Licensed Service Associate to support a lead advisor with decades of experience and a client book of 350-400+. This on-site role handles client service, trade execution, and onboarding for a tight-knit, high-performing team. The position emphasizes accuracy, organization, and professional client communication while contributing to a growing, family-like firm culture. Strong CRM and office suite skills are essential. #J-18808-Ljbffr The Well
Vacancy posted 3 days ago
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