Skip to Main Content

Wealth Management Advisor

Craft Capital Management LLC Scottsdale, AZ

  • Posted: 28 days ago
  • Contractor
Job Description

We are seeking a Wealth Management Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.


  • ​Must have existing business or looking to build one
  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base


  • Previous experience in banking, financing, or other related fields
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills

Craft Capital Management LLC

Why Work Here?
We offer Big name clearing, Accelerated payouts, and a top notch support staff


Scottsdale, AZ


Finance and Insurance


View all jobs at Craft Capital Management LLC

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.