Sr. Registered Client Specialist

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

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.

Role Description

This is a full-time on-site role for a Sr. Registered Client Specialist located in Scottsdale, AZ. The Sr. Registered Client Specialist will be responsible for managing client services, providing financial insights, supporting sales efforts, and maintaining strong communication with clients. The role requires a blend of analytical skills and the ability to provide exceptional client support, ensuring the delivery of financial strategies and continued client satisfaction. The team you will be joining has been recognized among the nation's leading financial advisors through multiple industry rankings, including the Forbes Best-in-State Wealth Advisors list in 2024, 2023, and 2022. In addition, The Reeg Group was named to the 2024 Forbes Best-in-State Wealth Management Teams list. Reeg has also been recognized by Barron's Top 1,200 Financial Advisors, earning the distinction of #5 Best-in-State in Arizona for 2025, #7 in 2024, and #10 in 2023.

Qualifications

• Exceptional Client Services and Communication skills
• Knowledge of the Fidelity or Schwab platform a plus
• Strong Analytical Skills and Finance knowledge
• Experience in Sales and ability to support sales efforts
• Ability to work on-site in Scottsdale, AZ
• Bachelor's degree in Finance, Business, or related field is a plus
• FINRA Series 7 and Series 66 licenses preferred
• Proficiency in financial software and tools