Hybrid Private Wealth Associate: Path to Advisor
The Bahnsen Group
The Bahnsen Group located in Phoenix, AZ, is seeking an Associate Private Wealth Advisor to provide client-facing financial and investment advice. This hybrid role aims to develop the candidate into a Private Wealth Advisor within 24 months. Your responsibilities will include assisting with plan construction, serving as a dedicated financial planner, and supporting client administrative needs. Candidates with 4-10 years of experience in financial services are encouraged to apply, especially those interested in the CFP® credential. Full benefits package and 401(k) plan are included. #J-18808-Ljbffr
Vacancy posted 4 days ago
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