Wealth Strategist JobotWealth StrategistPhoenix, AZ$150,000–$175,000 / yearAs a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Certified Financial Planner®– Matson Capital Matson CapitalCertified Financial Planner®– Matson CapitalScottsdale, ArizonaKey Responsibilities As a CFP® at Matson Capital, you serve as a trusted advisor, helping other advisors transition clients to Matson Capital and guiding those clients after that transition by providing comprehensive financial planning services, including Matson Money’s investment management, and retirement planning, to help clients achieve their American Dream. As a CFP® at Matson Capital, you are a trusted teammate dedicated to helping advisors secure the legacy of their businesses, while building rapport with clients as they transition to Matson Capital.
Certified Financial Advisor The Vanguard GroupCertified Financial AdvisorScottsdale, ArizonaVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management.
Senior Financial Planner - Phoenix, AZ EP Wealth Advisors LLCSenior Financial Planner - Phoenix, AZPhoenix, AZAs a Senior Financial Planner, you will work with advisors to create customized and comprehensive financial plans, create and review spreadsheets, data entry, preparing and conducting seminars for clients, assistance with training of advisors, and providing additional support to the Financial Planning Director. Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients.
Senior Planner- High Net Worth Edward D Jones & Co LPSenior Planner- High Net WorthTempe, AZThe Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
Financial Advisor GoldBook FinancialFinancial AdvisorScottsdale, AZ$50,000–$150,000 / yearThe Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners.
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.
Associate Planner- High Net Worth Edward D Jones & Co LPAssociate Planner- High Net WorthTempe, AZThe Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Work closely with Financial Advisors to build relationships with High Net Worth clients and prospects via strong financial planning guidance and support new business opportunities and deliver on established growth metrics.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionTempe, AZ$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Financial Solutions Advisor - West Valley Area Bank of America CorpFinancial Solutions Advisor - West Valley AreaPeoria, AZResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - East Valley Phoenix Area Bank of America CorpFinancial Solutions Advisor - East Valley Phoenix AreaPhoenix, AZResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - East Valley Phoenix Area Phoenix, Arizona; Apache Junction, Arizona; Mesa, Arizona; Mesa, Arizona; Chandler, Arizona; Chandler, Arizona; Tempe, Arizona; Gilbert, Arizona; Mesa, Arizona Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewFinancial Solutions Advisor - Scottsdale Area Bank of AmericaFinancial Solutions Advisor - Scottsdale AreaScottsdale, ArizonaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Tucson Area Bank of AmericaFinancial Solutions Advisor - Tucson AreaTucson, ArizonaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewSenior Relationship Manager & Wealth Planner CarDataSenior Relationship Manager & Wealth PlannerPhoenix, AZThis role emphasizes client relationships, delivering tailored financial planning, and leveraging AI tools to enhance service efficiency. Cardata, based in Arizona, is seeking a Relationship Manager & Servicing Advisor to manage financial planning for affluent households without business development.
Personal Financial Counselor, PFC- Yuma, AZ Magellan Health IncPersonal Financial Counselor, PFC- Yuma, AZYuma, AZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor-all locations Magellan Health IncPersonal Financial Counselor-all locationsAZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Luke AFB Magellan Health IncPersonal Financial Counselor - Luke AFBAZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Davis-Monthan AFB Tucson, AZ Magellan Health IncPersonal Financial Counselor - Davis-Monthan AFB Tucson, AZTucson, AZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistScottsdale, AZ$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistAZ$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Financial Advisor Global Credit Union Home Loans LLCFinancial AdvisorMesa, AZ$60,000–$80,000 / yearStarting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
Financial Advisor Global Credit UnionFinancial AdvisorScottsdale, Arizona$60,000–$80,000 / yearFull timeCompensation: Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
Financial Advisor Northern Trust CorpFinancial AdvisorPhoenix, AZ$109,940–$186,760 / yearNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions.
Senior Financial Associate Royal Bank of CanadaSenior Financial AssociatePhoenix, AZ$55,000–$94,000 / yearWhether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high performance culture.
Land Planner Kimley-HornLand PlannerMesa, ArizonaWe take pride in how our employee retention, robust benefits package, and company values have led to Kimley-Horn’s placement on the Fortune “100 Best Companies to Work” list for 19 years! Overview: Kimley-Horn's Mesa, AZ office is seeking a Land Planner with 10+ years of experience to join their Land Planning team!
Land Planner Kimley-Horn and Associates IncLand PlannerMesa, AZWe take pride in how our employee retention, robust benefits package, and company values have led to Kimley-Horn's placement on the Fortune "100 Best Companies to Work" list for 19 years! Working knowledge of graphic software programs (Adobe Photoshop, Sketchup, InDesign, Illustrator).
Senior Transportation Planner within YMPO (This is not a Yuma County Position) Yuma County AZSenior Transportation Planner within YMPO (This is not a Yuma County Position)Yuma, AZ$81,505–$114,106 / yearWork Environment: The position will involve extended periods sitting at a table, desk, or workstation with the use of a computer; work involves periodic bending, stooping, reaching, standing, crawling, reaching, pushing, pulling and walking; requires dexterity in operating office machines and equipment; periodic need to carry items for short distances weighing up to 40 lbs; periodic fieldwork in varying environments may be required to make trips off-site by motor vehicle within the YMPO service area, for up to eight hours, and around the State, sometimes overnight, to attend meetings, conferences, and training; work occasionally requires exposure to outdoor weather conditions and exposure to extreme heat (non-weather); work is generally in a moderately noisy location (e.g. Knowledge of: Applicable federal, state, and local statutes, codes, and regulations pertaining to MPO and/or regional planning, development, and community general plans; ADOT local governments manual; procedures and techniques for evaluating technical operations and compliance issues; budget preparation and expenditure control; land use regulations and zoning codes; principles and practices of project management; environmental planning; economic development; and long-range planning and zoning; research techniques for land use trends and regulations; computer hardware; graphic & digital mapping display techniques and topographic mapping.
NewEvent Planner Vaco Recruiter ServicesEvent PlannerPhoenix, AZDevelop and oversee the annual operating budget, financial reporting, forecasting, and accounts payable/receivable in partnership with Board leadership and the CPA.Ensure financial activities align with Board‑approved priorities and organizational goals. Familiarity with venture capital, angel investing, private equity, or early‑stage company financing through professional experience or sustained community involvement.
Senior Planner City of AvondaleSenior PlannerAvondale, AZ$83,636.45–$125,454.67 / yearServes as project manager for planning projects and land development proposals by administering applications, directing consultants and coordinating staff, scheduling meetings and public notifications, planning data research and analysis, and mediation with developers. Provides technical support, information, and guidance to property owners, developers, Planning staff, other City departments, outside agencies, elected and appointed officials, and the general public on adopted ordinances, policies, plans, and procedures.
NewRegional Spares Planner Lam Research CorpRegional Spares PlannerPhoenix, AZThis highly collaborative role partners with the customer, account team, global planning, supply chain, and logistics organizations to optimize inventory availability and positioning, support customer uptime and service commitments, and balance operational readiness with inventory productivity and working capital objectives. Serve as a Regional Spares Planner for a dedicated North America customer account, ensuring alignment across the customer, account team, global planning, supply chain, and logistics teams on spare parts availability, inventory strategy, and replenishment priorities.
Supply Planner II Becton Dickinson and CoSupply Planner IITempe, AZMonitor production attainment for assigned product lines and pro-actively communicate capacity constraints, material shortages, and/or significant events impacting incoming supply. Monitor capacity loading on assigned production lines and engage cross-functional partners as needed to resolve capacity constraints proactively.
Planner Pinal CountyPlannerFlorence, AZ$53,619–$83,109 / yearReview and process rezoning, planned area developments, comprehensive plan amendments, and related development requests, provide customer service and performs basic file research and records maintenance, and assist Senior Planners with complex research and planning studies under basic supervision. Pinal County requires pre-employment screening, which includes a Motor Vehicle Record check, a comprehensive background check (encompassing employment, education, and criminal history), and drug testing for safety-sensitive roles.
Senior Materials Planner ViaSat IncSenior Materials PlannerTempe, AZ$123,000–$184,000 / yearFor specific work locations within San Jose, the San Francisco Bay area and New York City metropolitan area, the base pay range for this role is $123,000.00- $184,000.00/ annually. Additional cash or stock incentives may be provided as part of the compensation package, in addition to a range of medical, financial, and/or other benefits, dependent on the position offered.
Supply Chain Planner ViaSat IncSupply Chain PlannerTempe, AZ$97,500–$146,500 / yearFor specific work locations within San Jose, the San Francisco Bay area and New York City metropolitan area, the base pay range for this role is $97,500.00- $146,500.00/ annually. The Supply Chain Planner plays a pivotal role in coordinating materials for Engineer-to-Order (ETO) programs, including government contracts.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorTucson, AZ$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Associate 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.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteAZRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
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.
2027 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.
Centralized 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.
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.
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.
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.
Associate Financial Advisor Northern Trust CorpAssociate Financial AdvisorPhoenix, AZ$85,330–$145,130 / yearThe AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Financial Advisor - Phoenix, AZ Advisor Talent SolutionsFinancial Advisor - Phoenix, AZPhoenix, ArizonaInitial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor. If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you!
Associate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorPhoenix, AZAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Financial Advisor Strategic People AdvisorsFinancial AdvisorScottsdale, AZFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementScottsdale, 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.
Financial Advisor Heffernan FinancialFinancial AdvisorFlagstaff, Arizona$100,000–$150,000 / yearExpand and help drive Heffernan’s presence in the high-net-worth market, including representation of the business segment at industry events, investment meetings, and other professional networking opportunities. Conduct regular market research and analysis in all investment markets, with a proven ability to identify appropriate stocks, bonds, and funds based on client needs.
West Valley : Surprise / Sun City - Financial Advisor Desert Financial Credit UnionWest Valley : Surprise / Sun City - Financial AdvisorSun City, AZThe Financial Advisor applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to recommend appropriate solutions in the client's best interest. This role operates with appropriate guidance and oversight and is registered with Raymond James Financial, conducting business on behalf of the Investments & Financial Services program.