Sr. Registered Client Specialist

Posted 3 days ago

xcelsior advisor partnersScottsdale (AZ)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

Apply

About the role

Company 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, AZBachelor's degree in Finance, Business, or related field is a plusFINRA Series 7 and Series 66 licenses preferred
Proficiency in financial software and tools
Some remote work can be discussed

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.