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Key Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women. Our mission is helping clients live a life they love and helping them live a life of purpose as they achieve their financial goals. Key Wealth Management is looking for a Wealth Advisor who thrives in the ever-changing world of Financial Services. This role requires the ability to easily connect and motivate others, as well as explain financial concepts in a simplified manner.
The Wealth Advisor role is integral to the growth of an already established and matured client base. You will work alongside our CFP® Wealth Advisors to help execute all aspects of the client experience, including preparation for meetings, financial advice and portfolio monitoring. We are looking for someone who is deeply invested in service excellence, exhibiting high standards, excellent communication skills, good judgment, and takes initiative.
The Skills You Bring
The Value You Deliver
Required
Preferred
Full Time
$91k-112k (estimate)
06/26/2024
07/12/2024
mykeywealth.com
Scottsdale, AZ
<25
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.