
This temporary-to-permanent role serves as the welcoming face for a Scottsdale-based financial advisory firm, focusing on building deep, multi-generational relationships with clients. The position combines receptionist duties with high-touch client care, including greeting visitors, managing complex scheduling, and guiding new families through onboarding paperwork. Key responsibilities involve proactive outreach for personal milestones, facilitating family legacy meetings, and providing empathetic support during significant life transitions. The role appeals to candidates seeking a mission-driven environment where they can act as a concierge for retirees, blending administrative precision with emotional intelligence. Working on-site within a collaborative team of over fifteen professionals, the position offers the opportunity to develop expertise in wealth management while fostering a culture of integrity and personalized service.


















