Sr. Registered Client Specialist
Xcelsior Advisor Partners
Job Description
Company Description
\nAt our firm, we transform the pressures of modern family life into exhilarating victories. By understanding and overcoming challenges such as mounting debts, college dreams, and retirement goals, we help families thrive. Our innovative resources and trailblazing mindset allow us to rethink the ordinary and craft unique wealth-building strategies. We are dedicated to your success, focusing on your triumphs and peace of mind.
\n \nRole Description
\nThis is a full-time on-site role for a Sr. Registered Client Specialist located in Scottsdale, AZ. The Sr. Registered Client Specialist will be responsible for managing client services, providing financial insights, supporting sales efforts, and maintaining strong communication with clients. The role requires a blend of analytical skills and the ability to provide exceptional client support, ensuring the delivery of financial strategies and continued client satisfaction. The team you will be joining has been recognized among the nation's leading financial advisors through multiple industry rankings, including the Forbes Best-in-State Wealth Advisors list in 2024, 2023, and 2022 . In addition, The Reeg Group was named to the 2024 Forbes Best-in-State Wealth Management Teams list. Reeg has also been recognized by Barron's Top 1,200 Financial Advisors , earning the distinction of #5 Best-in-State in Arizona for 2025 , #7 in 2024 , and #10 in 2023 .
\n \nQualifications
\n- \n
- Exceptional Client Services and Communication skills \n
- Knowledge of the Fidelity or Schwab platform a plus \n
- Strong Analytical Skills and Finance knowledge \n
- Experience in Sales and ability to support sales efforts \n
- Ability to work on-site in Scottsdale, AZ \n
- Bachelor's degree in Finance, Business, or related field is a plus \n
- FINRA Series 7 and Series 66 licenses preferred \n
- Proficiency in financial software and tools \n
- Some remote work can be discussed \n
Vacancy posted 21 days ago
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