Holistic Wealth Advisor
GoldBook Financial LLC
GoldBook Financial LLC in Scottsdale, AZ is seeking a mid-level Financial Advisor to design comprehensive financial plans, manage client portfolios, and help clients pursue long-term financial independence. You will conduct regular portfolio reviews, proactively expand the firm’s book of business with high-net-worth and corporate clients, and collaborate with tax, estate, and insurance specialists. #J-18808-Ljbffr GoldBook Financial LLC
Vacancy posted 2 days ago
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