Sr. Registered Client Specialist at Xcelsior Advisor Partners — NeverHard
Sr. Registered Client Specialist at Xcelsior Advisor Partners in Scottsdale, Maricopa County. Skills: Debt Management, Financial Planning, Retirement Planning, Wealth Management. Apply on NeverHard.
Company
Xcelsior Advisor Partners
Location
Scottsdale, Maricopa County
Type
not_specified
Remote: Yes
Required skills:
Debt Management
Financial Planning
Retirement Planning
Wealth Management
Job Description Company Description \n At our firm, we transform the pressures of modern family life into exhilarating victories. By understanding and overcoming challenges such as mounting debts, college dreams, and retirement goals, we help families thrive. Our innovative resources and trailblazing mindset allow us to rethink the ordinary and craft unique wealth-building strategies. We are dedicated to your success, focusing on your triumphs and peace of mind. \n \n Role Description \n This i…