About this opportunity
TIUM Staffing LLC lists this CFP-Certified Senior Wealth Advisor for HNW Clients opportunity in mesa, Arizona. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A leading staffing firm is seeking an experienced Wealth Advisor in Mesa, Arizona, to manage a portable book of assets of at least $50 million AUM. The ideal candidate will have a minimum of 10 years of experience in financial planning and investment management, along with a Certified Financial Planner (CFP) certification. Responsibilities include managing significant client relationships and maximizing business development opportunities. This role involves collaborating on new marketing strategies and participating in investment decision-making processes.
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Worksite address
mesa, AZ, 85123, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.