NewAssociate Private Wealth Advisor The Bahnsen Group LLCAssociate Private Wealth AdvisorPhoenix, AZFull timeThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)Phoenix, AZ$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewAutomotive Service Advisor Sun Devil AutoAutomotive Service AdvisorPHOENIX, AZ$48,000–$85,000 / yearThe Sales & Service Advisor will be exposed to moderate to loud noises, dust, exhaust fumes, lubricants, petroleum products, vapors, caustic materials, and other hazardous and non-hazardous materials. Listen to and thoroughly document customer’s concerns; inspect vehicle and refer to service history to accurately identify and verify customer’s service needs.
NewAutomotive Service Advisor Greulich's Automotive RepairAutomotive Service AdvisorPhoenix, AZ$48,000–$85,000 / yearThe Sales & Service Advisor will be exposed to moderate to loud noises, dust, exhaust fumes, lubricants, petroleum products, vapors, caustic materials, and other hazardous and non-hazardous materials. Listen to and thoroughly document customer’s concerns; inspect vehicle and refer to service history to accurately identify and verify customer’s service needs.
NewAutomotive Service Advisor BorstAutomotive Service AdvisorMesa, AZ$48,000–$85,000 / yearThe Sales & Service Advisor will be exposed to moderate to loud noises, dust, exhaust fumes, lubricants, petroleum products, vapors, caustic materials, and other hazardous and non-hazardous materials. The Sales & Service Advisor must be able to meet the following physical requirements: Stand up to eight hours per day in the shop and able to walk to gain access to various areas of the building.
NewAutomotive Service Advisor Wilhelm AutomotiveAutomotive Service AdvisorPHOENIX, AZ$48,000–$85,000 / yearListen to and thoroughly document customer’s concerns; inspect vehicle and refer to service history to accurately identify and verify customer’s service needs. Overview: Wilhelm Automotive prides itself on being able to provide the best customer service and the highest quality service work available anywhere.
Future Opportunities: Licensed Benefits Advisor Gusto IncFuture Opportunities: Licensed Benefits AdvisorPhoenix, AZProactively assess client needs and recommend coverage options (dental, vision, life, disability, HSA/FSA) and plans (SGHI, Level Funded, LGHI) that best fit their teams. With teams in Denver, San Francisco, and New York, we support more than 500,000 small businesses nationwide and are building a workplace that reflects the people we serve.
NewRemote Benefits Advisor - Part-Time | Weekly Pay & Growth MediumRemote Benefits Advisor - Part-Time | Weekly Pay & GrowthChandler, AZThis opportunity allows individuals to engage virtually with clients, develop empowering financial strategies, and enjoy a dynamic team environment. Ideal for those looking to enhance their financial acumen while maintaining their current job stability.#J-18808-Ljbffr.
Licensed Benefit Advisor - Work From Home (Multiple Locations) |2026 Willis Towers Watson PLCLicensed Benefit Advisor - Work From Home (Multiple Locations) |2026Phoenix, AZ$500–$1,000You will spend your entire day on phone (inbound or outbound) conversations with participants exercising patience, establishing rapport, building confidence, showcasing your knowledge and ultimately providing a significant level of peace of mind to participants. Support early outreach efforts to new members by making outbound and outreach calls with members to introduce WTW, collect and verify members information, and set an appointment for AEP.
Licensed Medicare Benefit Advisor- Remote Allstate Insurance CompanyLicensed Medicare Benefit Advisor- RemoteAZRemote$55,000–$100,000 / yearAs a Medicare Benefit Advisor, you'll utilize your in-depth Medicare knowledge and sales skills to consult retired seniors on the most beneficial Medicare Life and Health Plans that best suit their specific needs. Essential Duties as a full-time Medicare Benefit Advisor: Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
Automotive Service Writer | $80K-$120K + Paid Benefits - 2173 PromotiveAutomotive Service Writer | $80K-$120K + Paid Benefits - 2173Chandler, AZ$80,000–$120,000 / yearWe're partnering with a well-established, 4.8-star rated , high-volume automotive repair facility that services 60-75 vehicles per week and has built a strong reputation through quality work, modern technology, and a positive team culture. If you're an experienced Service Advisor who knows how to build trust, drive sales, and deliver an exceptional customer experience, this opportunity deserves your attention.
NewEmployee Benefits Account Manager - Hybrid (Phoenix, AZ) Insight Performance IncEmployee Benefits Account Manager - Hybrid (Phoenix, AZ)Phoenix, AZOneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. The AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations.
Executive Benefits Producer GallagherExecutive Benefits ProducerPhoenix, ArizonaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. This role specializes in designing, selling, and managing executive benefit programs tailored to meet the needs of highly compensated employees and key executives within organizations.
NewPharmacy Consultant - Employee Benefits Alliant Insurance Services, Inc.Pharmacy Consultant - Employee BenefitsAZAs top tier professionals dedicated to solving our clients health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to clients nationwide.
Workplace Benefits - Sr. Engagement Consultant Bank of AmericaWorkplace Benefits - Sr. Engagement ConsultantChandler, ArizonaThis is a client-facing role where the candidate will prepare and present client strategies and briefings for the plan sponsor and their senior management t• FINRA SIE, Series 7 and Series 66 licenses (or ability to obtain within Compliance deadline)eam. US - CO - Lone Tree - 10375 Park Meadows Dr - Parkridge Four (CO9375), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140).
Academic Success Advisor PARK UNIVERSITYAcademic Success AdvisorGilbert, AZWork behind the scenes with staff and faculty throughout Park, including Faculty Advisors, Academic Advisors, Campus Center Directors, Academic Support Services, Military & Veteran Student Services, Park Distance Learning, Financial Aid, Registrar's Office, Career Development, Athletics, and International Student Services. Support services - Work with students and appropriate departments to ensure provision of needed support services, such as Academic Support, Career Development, Campus Center Staff, Military and Veteran Student Services, and International Student Services.
New2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ) JPMorgan Chase & Co2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)Tempe, AZThe FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.
NewClient Advisor - Remote (Phoenix, AZ/Las Vegas, NV) - Sentinel U Post University, Inc.Client Advisor - Remote (Phoenix, AZ/Las Vegas, NV) - Sentinel UPhoenix, AZRemoteToday, we partner with nursing schools and healthcare organizations across the country, delivering immersive virtual simulations, intelligent performance analytics, and evidence-based debriefing tools that prepare nurses to think critically, act decisively, and care deeply. Conceived by nurse educators who understood firsthand the gap between textbook knowledge and real-world clinical readiness, what began as a single virtual community health simulation has grown into a comprehensive virtual nursing education platform.
Enrollment Advisor United States UniversityEnrollment AdvisorPhoenix, AZFull timeThe Enrollment Advisor provides a consultative service to prospective students with the goal of helping them; 1) make an informed decision to apply to United States University, and 2) to guide each students' application process all the way through their first enrollment while providing the best student experience. Answer inbound calls, e-mails, and live chats as a means to respond to prospective student's questions about the University's academic offerings/accreditations/quality of professors/course & graduation rates, and assist prospective students through the application process.
NewCentralized Financial Advisor Desert Financial Credit UnionCentralized Financial AdvisorPhoenix, AZOperating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions.
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZScottsdale, AZOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
NewAdmissions Advisor University of Advancing TechnologyAdmissions AdvisorTempe, AZ$50,000–$61,000 / yearUniversity of Advancing Technology (UAT) is an elite, intimate, private college in Tempe, Arizona, focused on educating students in advancing technology who desire to innovate for our future in disciplines such as Advancing Computer Science, Information Security, Game, and New Media technologies. Positive, open, and transparent Work Environment and culture that includes Kudos Program, Casual Fridays and Select Work Weeks, Employee Wellness Activities, Bring your Pet to Campus, along with Summer and Winter Happiness Events.
NewRetirement Planning & Client Relationship Advisor Umb BankRetirement Planning & Client Relationship AdvisorPhoenix, AZQualificationsBachelor's degree in Business Administration, Management or Finance or combinations of education & experience preferred5+ years of financial services industry experience, with a minimum of 3 years of experience in a sales role requiredRetirement Plan Services experience strongly preferredBroad knowledge of financial markets, asset allocation principles, and financial products. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
District HRPD Advisor PCL Constructors IncDistrict HRPD AdvisorTempe, AZAs a District HRPD Advisor for PCL Buildings Inc. in Tempe, Arizona, you'll have the opportunity to leverage your voice and experience to build the best builders, influence people strategies that strengthen our workforce, develop leaders, and create an environment where individuals can grow and make a meaningful impact. Guides and coaches supervisors through progressive discipline process for entry to mid-level positions, including the development and delivery of performance improvement plans and/or progressive disciplinary strategies on employee relations issues up to and including termination.
Centralized Financial Advisor ExcitingCentralized Financial AdvisorPhoenix, ArizonaOperating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions.
Financial Advisor Northwestern MutualFinancial AdvisorPhoenix, Arizona$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Wealth Advisor Career Headhunter LLCWealth AdvisorPhoenix, AZFull timeOur advisors are supported by a collaborative culture, innovative resources, professional development opportunities, and a shared commitment to helping clients and advisors achieve meaningful success. If you're looking for greater flexibility, stronger support, long-term growth opportunities, and a platform designed to help advisors succeed, we'd love to connect with you.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorScottsdale, AZYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
NewAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorChandler, AZFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
NewHR Advisor ( Accessibility & Accommodations) U.S. BancorpHR Advisor ( Accessibility & Accommodations)Tempe, AZ$81,515–$95,900 / yearYou will do work that matters by helping employees access support they need to be successful, guiding leaders through challenging situations, and ensuring we maintain an inclusive workplace grounded in respect, compliance, and accountability. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Phoenix, AZFull timeStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
NewAssociate Wealth Advisor, Schwab Wealth Advisory Charles SchwabAssociate Wealth Advisor, Schwab Wealth AdvisoryPhoenix, AZWhat you haveRequired QualificationsPrioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery. Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
Travel Advisor III Black Diamond Group LtdTravel Advisor IIIScottsdale, AZThis senior, highly skilled role is responsible for delivering premium, white-glove travel services to C-suite executives and senior leaders supporting LodgeLink corporate clients. Spencer Corporate Travel, a LodgeLink company, was founded in 1998 and, in its more than 25 years of experience, has built a strong reputation for delivering exceptional and tailored corporate travel solutions across Australia and internationally.
Relationship Manager & Servicing Advisor Farther Finance Advisors LLCRelationship Manager & Servicing AdvisorScottsdale, AZE3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPhoenix, ArizonaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewAutomotive Service Advisor Sun Auto Tire & ServiceAutomotive Service AdvisorPhoenix, ArizonaThe Sales & Service Advisor must be able to meet the following physical requirements: - Stand up to eight hours per day in the shop and able to walk to gain access to various areas of the building - Bend, stoop, kneel and crouch regularly throughout the day; must have full range of motion with arms and hands and be able to feel, handle or grasp objects frequently - Lift and/or move up to 10 pounds regularly, lift and/or move up to 70 pounds frequently. - Listen to and thoroughly document customer’s concerns; inspect vehicle and refer to service history to accurately identify and verify customer’s service needs.
Advisor RealmAdvisorTempe, AZ$50,000–$65,000 / yearAdvisors help homeowners navigate major remodels, renovations, ADUs, new builds, and rebuilds — moving projects toward signed construction contracts with clarity around scope, budget, timeline, contractor fit, tradeoffs, risk, and confidence. Complex, high-value work: Projects range from $25K upgrades to $1M+ rebuilds, including kitchens, bathrooms, additions, ADUs, full-home renovations, new construction, and post-fire rebuilds.
NewAutomotive Service Advisor Sun Auto Tire and ServiceAutomotive Service AdvisorPHOENIX, Arizona$48,000–$85,000 / yearThe Sales & Service Advisor will be exposed to moderate to loud noises, dust, exhaust fumes, lubricants, petroleum products, vapors, caustic materials, and other hazardous and non-hazardous materials. Listen to and thoroughly document customer’s concerns; inspect vehicle and refer to service history to accurately identify and verify customer’s service needs.
HQ Senior Transitional Financial Advisor Edward D Jones & Co LPHQ Senior Transitional Financial AdvisorAZEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Experienced Advisor Recruiter Edward D Jones & Co LPExperienced Advisor RecruiterAZThey will do this by understanding the candidates' needs and articulating how being a Financial Advisor (FA) at Edward Jones can not only help their clients meet their long-term financial goals, but also enable the Financial Advisor to live out their individual purpose while contributing to growing the impact Edward Jones has on clients' lives. Review resumes, conduct behavior-based interviews, determine which candidates advance in the process by assessing candidate's talent, effort, and ability to successfully continue to build their practice at Edward Jones.
Senior Director - Experienced Advisor Acquisition Edward D Jones & Co LPSenior Director - Experienced Advisor AcquisitionAZWhat You'll Do: The Senior Director, Experienced Advisor Acquisition provides strategic leadership for the firms advisor and client-facing talent attraction efforts, ensuring the acquisition of high-quality, growth-oriented professionals aligned with firm values and long-term objectives. This role partners closely with senior leadership, Finance, Business HR, and field leadership to anticipate workforce needs, build proactive pipelines, and deliver a best-in-class candidate experience.
NewAutomotive Service Advisor Borst AutomotiveAutomotive Service AdvisorMesa, Arizona$48,000–$85,000 / yearThe Sales & Service Advisor will be exposed to moderate to loud noises, dust, exhaust fumes, lubricants, petroleum products, vapors, caustic materials, and other hazardous and non-hazardous materials. The Sales & Service Advisor must be able to meet the following physical requirements: Stand up to eight hours per day in the shop and able to walk to gain access to various areas of the building.
Sr. Financial Advisor - Edward Jones Connection Edward D Jones & Co LPSr. Financial Advisor - Edward Jones ConnectionAZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.
Financial Advisor - Edward Jones Connections Edward D Jones & Co LPFinancial Advisor - Edward Jones ConnectionsTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.
Tailored Licensed Support Financial Advisor Edward D Jones & Co LPTailored Licensed Support Financial AdvisorAZActing as a fiduciary partner, TLS Financial Advisors work remotely alongside branch teams to provide goal-based financial advice, ensuring clients receive personalized strategies that align with their long-term objectives. • Gather information and collect suitability information to deeply understand clients and prospective clients needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Senior Strategy Advisor Iron Mountain IncSenior Strategy AdvisorPhoenix, AZIron Mountain helps lower cost and risk, comply with regulations, recover from disaster, and enable digital and sustainable solutions, whether in information management, digital transformation, secure storage and destruction, data center operations, cloud services, or art storage and logistics. About the Team: The Strategic Deals team is a high-performing group of digital solution strategists and deal architects who focus on Iron Mountains most complex, multi-product digital opportunities exceeding $3,000,000 in contract value.
NewSales & Service Advisor Big Brand Tire & ServiceSales & Service AdvisorPhoenix, AZFull timeNow in over 10 states and growing fast, we’re serious about two things: delivering world-class service to our customers and being the employer-of-choice by providing endless opportunities for career growth. 1–3 years of experience in automotive service sales, retail automotive, and strong customer service + transferable sales background.
Part-Time Sales & Service Advisor Big Brand Tire & ServicePart-Time Sales & Service AdvisorGoodyear, AZPart timeNow in over 10 states and growing fast, we’re serious about two things: delivering world-class service to our customers and being the employer-of-choice by providing endless opportunities for career growth. 1–3 years of experience in automotive service sales, retail automotive, and strong customer service + transferable sales background.
NewPrivate Wealth Advisor: Holistic Planning & Digital Tools AumniPrivate Wealth Advisor: Holistic Planning & Digital ToolsPhoenix, AZThis will be done with a consistent focus on relationship management, not portfolio managementDemonstrate a deep understanding of financial markets and sound business judgementExhibit unwavering integrity that points toward doing right by clients at every opportunityDemonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investmentsProvide a holistic view of clients' needs and financial coaching beyond investmentsEmbrace digital innovations to help clients become more digitally confident and bank when, where, and how they wantRequired qualifications, capabilities, and skillsAt least 2 years in a Financial Advisor role or equivalent financial services experienceDemonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partnersDemonstrated ability and commitment to goals‑based planning and adviceA valid and active Series 7A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employmentA valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employmentPreferred qualifications, capabilities, and skillsCertified Financial Planning (CFP) certification is preferredBachelor's degree preferredInvestment and Insurance Products AreNOT FDIC INSUREDNOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYNOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATESSUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Camelback and 44th) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Camelback and 44th)Phoenix, AZThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.