Destava

Wealth Advisor

Fullerton Financial Planning is hiring for Wealth Advisor in Peoria, Arizona. Junior level. First seen August 6, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Fullerton Financial Planning
Where
Peoria, Arizona
Level
Junior
First seen
August 6, 2026
Listed via
BambooHR

What the posting says

You will be working alongside your Lead Advisor with a variety of tasks including but not limited to logging notes from their client and prospect meetings into Salesforce, fielding incoming calls for the Lead Advisor, and being a point of contact between the service team and lead advisor for new business. Additionally, you may be required to maintain and track all open opportunities for the Lead Advisor, following up on all prospects that have not yet closed and getting them back on the Lead Advisor’s calendar, as well as assisting the Lead Advisor with getting signatures and handling policy…

Read more and apply on Fullerton Financial Planning's site

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