Wealth Management Associate Advisor - In Office
Osaic
CW Advisors & Osaic seeks an Associate Financial Advisor in Mesa, AZ to support wealth advisors with meeting prep, client service, and financial plan development. Expect data gathering, reporting, and coordination to ensure a high‑quality client experience. Responsibilities include scheduling meetings, note taking, Salesforce entry, and coordinating with others to implement investment changes and planning actions as directed. #J-18808-Ljbffr Osaic
Vacancy posted 3 days ago
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