About this role
Associate Wealth Advisor at Raymondjames. Location: Scottsdale, Arizona, United States. Role: managing relationships, scheduling meetings, conducting reviews Requirements: 3+ years industry experience, SIE and Series 7 and 66 (or equivalent), strong client relationship and communication skills, CRM and Microsoft Office proficiency, knowledge of investment products and regulations. Category: Finance Seniority: Mid Level Tools: Client Relationship Management (CRM) software, Microsoft Office Suite, Excel, Financial planning software, Managed account platforms, AI tools and agents Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English