Senior Client Specialist: Wealth Strategy & Client Support

Xcelsior Advisor Partners; Scottsdale (AZ); On-site; USD 85,000 - 120,000; Full time

Job summary

Xcelsior Advisor Partners in Scottsdale, AZ is seeking a Sr. Registered Client Specialist for a full-time on-site role.

You will manage client services, provide financial insights, support sales efforts, and maintain strong client communication to deliver tailored wealth strategies. You will join a team recognized among the nation’s leading financial advisors, with Forbes and Barron's accolades cited in the posting.

Qualifications

• Client service excellence with clear communication and responsiveness.
• Strong financial analysis and knowledge of investment concepts.
• Experience supporting sales initiatives and client acquisition.
• Familiarity with financial software and tools.
• FINRA licenses preferred (Series 7 & 66).

Responsibilities

• Manage day-to-day client services and correspondence.
• Provide financial insights and portfolio-related guidance.
• Support sales efforts and cross-sell wealth management services.
• Maintain ongoing communication to ensure client satisfaction.
• Coordinate on-site operations in Scottsdale, AZ.

Skills

Client services & communication

Analytical skills

Finance knowledge

Sales support

Financial software/tools

Fidelity/Schwab platform

Education

Finance/Business degree

Tools

Fidelity/Schwab platform

Job description

Xcelsior Advisor Partners in Scottsdale, AZ is seeking a Sr. Registered Client Specialist for a full-time on-site role.

You will manage client services, provide financial insights, support sales efforts, and maintain strong client communication to deliver tailored wealth strategies. You will join a team recognized among the nation’s leading financial advisors, with Forbes and Barron's accolades cited in the posting.