Investment Services Specialist Matson MoneyInvestment Services SpecialistScottsdale, ArizonaThe primary responsibility is to provide world-class service while offering creative solutions to the Registered Investment Advisors and Registered Representative that act as Co-Advisors and/or Solicitors on behalf of Matson Money. Who We Are: At Matson Money, our purpose is to empower families in discovering their true purpose for money by transforming the investing experience, leaving them with freedom, fulfillment, and love.
Credit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist - Scottsdale Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist - ScottsdaleScottsdale, AZHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
Consumer Investments Money Movement Service Representative - Chandler, AZ Bank of America CorpConsumer Investments Money Movement Service Representative - Chandler, AZChandler, AZThe Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. Problem Solving and Decision Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems.
Field Supervision Director - Investment Advisory Edward D Jones & Co LPField Supervision Director - Investment AdvisoryTempe, AZThe Field Supervision Department plays a critical role in achieving the Compliance Division's purpose of promoting our client's best interests and choices by partnering to improve our culture of compliance and enable the best experience for all. 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.
Business Development Manager – Real Estate Investments Top Talent ConsultingBusiness Development Manager – Real Estate InvestmentsMesa, Arizona3+ years of experience in Business Development, Outside Sales, Account Executive, Real Estate Sales, Property Management Sales, B2B Sales, SaaS Sales, Financial Services Sales, or Consultative Sales. We're seeking an ambitious, relationship-driven sales professional to help real estate investors maximize the performance of their rental properties while growing a portfolio of new management clients throughout the Phoenix Metro area.
Investment Advisor Representative Farm Bureau Financial ServicesInvestment Advisor RepresentativeScottsdale, AZEnjoy a generous commission schedule with increased earning potential as your business grows, plus opportunities to earn travel incentives and cash bonuses for top performers. We offer advisors access to industry-leading tools, resources, and support—empowering you to serve clients with confidence.
Wealth Management Investment Spec Assistant U.S. BancorpWealth Management Investment Spec AssistantTempe, AZ$22.50–$30 / hourIn 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. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management State Street CorporationAssociate Regional Consultant - Model Portfolios, AVP - State Street Investment ManagementScottsdale, AZ$70,000–$130,000 / yearYou will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas. This dynamic team member will be provided with a select list of advisors to penetrate and cultivate relationships with, through digital methods (phone calls, Zoom, etc.) and territory travel, while competitively positioning our suite of model offerings.
Investment Specialist First Citizens BancShares IncInvestment SpecialistPhoenix, AZBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. Bachelors Degree and 1 year of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative.
Wealth Management Investment Spec Assistant US BankWealth Management Investment Spec AssistantTempe, AZ$22.50–$30 / hourIn 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. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Investment Operations Research Associate Initio CapitalInvestment Operations Research AssociatePhoenix, AZThis is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship. Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.
Investment Research Associate Initio CapitalInvestment Research AssociatePhoenix, AZThis is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship. Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentPhoenix, AZCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Director, Multifamily Investments RRA CapitalDirector, Multifamily InvestmentsPhoenix, AZWe're building our investment team at RRA Capital and are looking for someone ready to step into a true deal seat - working directly with our CIO to evaluate, structure, and execute multifamily real estate credit investments, and help shape how we invest. RRA Capital is a real estate credit platform focused on structured lending and opportunistic investments, powered by a lean, high-performing team with direct access to decision-makers.
Investment Associate/Registered Client Associate Royal Bank of CanadaInvestment Associate/Registered Client AssociatePhoenix, ArizonaCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details . You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
Investment Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentPhoenix, ArizonaCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
Remote-Real Estate Investment Representative/Acquisitions Agent RebuiltRemote-Real Estate Investment Representative/Acquisitions AgentPhoenix, AZRemoteRebuilt ( www.rebuilt.com ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties.
ASSOCIATE, PRIVATE INVESTMENT OPERATIONS Cresset Capital Management LLCASSOCIATE, PRIVATE INVESTMENT OPERATIONSScottsdale, AZBuild and manage strong cross-functional partnerships with Client Associates, Advisors, Investment Team, Legal, Fund Operations, Fund Accounting, Reporting, custodians, fund administrators, and external fund partners to ensure timely and accurate execution of private investment transactions. This team plays a critical role in delivering a seamless investment experience by partnering with Advisors, Client Associates, and fund sponsors to support private investment transactions from onboarding through funding, distributions, and ongoing lifecycle events.
Real Estate Sales Agent (Investment Properties) New WesternReal Estate Sales Agent (Investment Properties)Scottsdale, AZNew Western is the original and largest private marketplace for investment real estate. everything you need to start closing deals and growing your income quickly.
Finance Manager, Marketing LESLIES POOLMART INCFinance Manager, MarketingPhoenix, AZFull timeDevelop and manage the financial model for our Pool Perks Loyalty Program, providing deep insight into customer behavior by segment—including spend patterns, visit frequency, attachment rates, redemption activity, and other key performance indicators—to inform strategy, optimize program economics, and elevate the overall customer experience. We operate an integrated ecosystem of 900+ retail locations, backyard service and repair, a robust digital platform, and manufacturing and distribution divisions across 35+ states—enabling consumers to engage with Leslie’s whenever, wherever, and however they prefer to shop.