About this role
Senior Registered Service Assistant at Desert Financial. Location: Phoenix, Arizona, United States. Role: managing relationships, executing trades, resolving issues Requirements: 5+ years supporting financial advisors in wealth management; Series 7 and Series 66 (or 63 & 65) and AZ life/health license required; high-touch client management, trade execution, CRM and operational expertise. Category: Finance and Accounting Seniority: Senior Level Tools: CRM Certifications: series 7, series 66, series 63, series 65, az life/health insurance Commitment: Full Time Workplace: Onsite Languages: English