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Entry-level financial advisor associate jobs in Scottsdale, AZ: 7 open roles

7 open entry-level financial advisor associate jobs in Scottsdale, AZ, taken from employers’ own career sites and checked to still be open. A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor.

Open entry-level financial advisor associate jobs in Scottsdale, AZ

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Search all financial advisor associate jobs in Scottsdale, AZ · What a financial advisor associate does and the skills it takes

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The financial advisor associate job in Scottsdale, AZ

The job is the same anywhere; what changes is who is hiring.

A typical day

  1. 1. Prepare client meeting materials
  2. 2. Process account forms and transfers
  3. 3. Answer client questions
  4. 4. Maintain records
  5. 5. Study for licenses (e.g., SIE, Series 7)

Skills it uses

  1. 1. Client service
  2. 2. Attention to detail
  3. 3. Financial products basics
  4. 4. Compliance awareness
  5. 5. CRM software
Find training for these skills

Employers hiring in Scottsdale, AZ

  • 00015 Ameriprise Financial Services, LLC. 1
  • AssuredPartners 1
  • Bank of Oklahoma 1
  • Focus Partners 1
  • Masis Professional Group 1
  • Raymond James 1
  • The Familie 1

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