Client Care Advisor Representative

PrideStaff Phoenix Metro - Scottsdale

Scottsdale, AZ

JOB DETAILS
SALARY
$55,000 Per Year
JOB TYPE
Full-time
SKILLS
Artificial Intelligence (AI), Asset Management, Customer Relations, Customer Support/Service, Fiduciary, Financial Management, Health Insurance, Life Insurance
QUALIFICATIONS

Required Qualifications & SkillsExperience:

Credentials: State Life & Health Insurance License (Required)

  • 3–5+ years of experience in financial services, specifically within a fiduciary or RIA environment.

    Local Market Knowledge: Familiarity with the unique demographic needs of the Scottsdale/Phoenix "Snowbird" and retiree community.
  • Software Proficiency: Experience with CRM (SalesForce/Wealthbox/Redtail),
  • Google Suite(Email, Text, Google Sheets, Document sharing),
  • Electronic phone systems use (Vonage, RingCentral),
  • Virtual Meetings (Zoom, GoogleMeet)
  • Financial planning software (eMoney/MoneyGuidePro),
  • Portfolio management tools, Familiar with AI Tools such(Gemini,ChatGPT)

Core Personal Competencies:

  • Empathy. The ability to navigate the emotional complexities of aging, grief, and legacy planning.
  • Communication. Breaking down complex jargon (like RMDs or sequences of returns) into simple, actionable advice.
  • Analytical Rigor. Sharp attention to detail when reviewing tax returns and portfolio statements.
  • Integrity. A relentless commitment to the Fiduciary Standard—putting the client’s interests first, always.
RESPONSIBILITIES

Client-Centric Duties & Responsibilities:

  • Relationship Stewardship: Serve as the primary point of contact, building deep, multi-generational relationships that go beyond balance sheets.
  • Proactive Outreach: Maintain a high-touch communication calendar, reaching out to clients not just for market updates, but for birthdays, anniversaries, and "just because" check-ins.
  • Onboarding Excellence: Guide new clients through the transition to our firm with a "concierge" approach, making complex paperwork feel seamless and stress-free.
  • Family Wealth Coordination: Facilitate "Family Legacy" meetings to help clients communicate their financial wishes to their adult children and heirs.
  • Educational Advocacy: Host small-group workshops and client appreciation events designed to empower retirees with knowledge and community.
  • Crisis Support: Act as a calm, empathetic resource for clients navigating difficult life events, such as the loss of a spouse or a health crisis, ensuring their financial plan adapts to their new reality.
BENEFITS
Performance Bonus, Paid Time-Off, Life Insurance, Retirement / Pension Plans, Paid Sick Days, Professional Development, Medical, Dental, Vision
ADDITIONAL COMPENSATION
bonus|commission
LOCATION
Scottsdale, AZ
POSTED
5 days ago

Outstanding Advisor Opportuntiy for $$ financial and personal growth.

A licensed LIFE and HEALTH INSURANCE candidate will have a chance to advance in this companies upcoming expansion. 

Our client is hiring several Client Care Advisor Representatives who must start fully licensed with Life & Health. They have built an AI tool to help their advisors, clients and investments. This is a reason for their new growth in 2026. They have over 25 years in business, 12 years in Scottsdale. Our client is a commited Fiduciary managing over 2 billion in assets. Their clients range can be thought of as a "KIA to Bently".  

REQUIRED LIFE and HEALTH INSURANCE LICENSE
(no need to apply with out)

As a Client Care Advisor, your primary mission is to ensure our clients feel seen, heard, and protected. While you will manage financial portfolios, your "north star" is the client relationship. You aren’t just managing assets; you are managing the transition into a client’s golden years, providing a steady hand through life’s most significant changes.
In our Scottsdale office, you will serve as a dedicated concierge for our families, ensuring that every interaction with our firm is marked by warmth, clarity, and proactive care.

About the Company

P

PrideStaff Phoenix Metro - Scottsdale

Benefits of working with PrideStaff:

Medical, Rx, and Wellness Benefits
Dental and Vision Plan Options
Short-term Disability
401(k) Retirement Plan
Holiday Pay

About Pridestaff

We make it all about you. Our focus is to “Consistently Provide Client Experiences Focused on What They Value Most”. We operate on three fundamental principles: exceptional client service, quality candidates, and a great marrying of the two. PrideStaff does this by tracking and measuring our performance in the following ways: 1) We track results We proudly follow the NetPromoter methodology by continually measuring, tracking & responding to feedback. In addition to industry-best NPS scores, we are consistently recognized with “best of the best in staffing” awards from the American Staffing Association. We are recognized in Forbes Magazine 2) We make it personal We don’t believe in cookie cutter solutions or that all clients are alike. We treat each Client and Candidate as the individuals that they are. 3) We build loyalty The core of PrideStaff’s success is relationships with candidates we place. Our candidates are crucial to delivering our Mission & they deserve to be treated fairly during the employment process. 4) We celebrate success PrideStaff has received the staffing industry’s highest honor for client service: the Best of Staffing award from Inavero, Inc., our industry's leading provider of independent client & job candidate surveys. This award is earned by fewer than 1% of the top firms in North America.

HEADQUARTERS
Fresno, California, US
INDUSTRY
Business Services - Other