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-LjbffrHolistic Wealth Advisor in scottsdale at Unknown Company
This position is listed as full time and onsite.