Financial Advisor Bank of MontrealFinancial AdvisorPhoenix, AZ$51,800–$95,900 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Experienced Financial Advisor - Independent Platform (Phoenix Metro) WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform (Phoenix Metro)Scottsdale, ArizonaAs an Experienced Financial Advisor at WealthBridge, you will leverage your expertise on an open-architecture shelf — National Life Group (A+ AM Best) plus a broad multi-carrier marketplace — with Advanced Markets and Premium Finance behind HNW cases and ESI Illuminations (FMAX/Fidelity) powering advisory. About WealthBridge Financial Group: WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity.
Experienced Financial Advisor - Independent Platform (Arizona) WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform (Arizona)Phoenix, ArizonaRequirements - Bachelor's degree in finance, accounting, or a related field is preferred; an equivalent production track record qualifies- Active Arizona Life & Health insurance license; SIE plus Series 6/7 and 63/66 registrations preferred- 3+ years of experience in financial consulting, financial services, or insurance — or an equivalent production track record demonstrating established client relationships- Established client relationships in Arizona, with a book ready to travel- Strong analytical, communication, and relationship-management skills- Clean or discussable U4/U5 compliance history; no binding non-solicitation, or a clear timeline for expiration- Ready to decide within 14–21 days after completing legal review of any restrictions with your counsel. As an Experienced Financial Advisor at WealthBridge, you will leverage your expertise on an open-architecture shelf — National Life Group (A+ AM Best) plus a broad multi-carrier marketplace — with Advanced Markets and Premium Finance behind HNW cases and ESI Illuminations (FMAX/Fidelity) powering advisory.
West Valley : Surprise / Sun City - Financial Advisor ExcitingWest Valley : Surprise / Sun City - Financial AdvisorSun City, ArizonaThe 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.
Vice President, Financial Advisor Wealth Enhancement Group AcquisitionVice President, Financial AdvisorScottsdale, AZRemote$200,000–$250,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Personal Financial Advisor - Remote YO AI LabsPersonal Financial Advisor - RemotePhoenix, AZRemoteThis high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
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 - Tucson, AZ Corebridge FinancialFinancial Advisor - Tucson, AZScottsdale, ArizonaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Phoenix, AZ Corebridge FinancialFinancial Advisor - Phoenix, AZPhoenix, ArizonaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
Virtual Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncVirtual Financial Advisor - PNC Wealth ManagementAZIn 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.
Advance to Financial Planning Advisor Vanguard GroupAdvance to Financial Planning AdvisorScottsdale, AZAfter approximately 18-24 months, launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identify investment needs and provide tailored financial advice and portfolio management guidance. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors-combining real-world client experience, intentional development, and a clear progression into a Financial Advisor role.
Financial Solutions Advisor - South Phoenix Area Bank of America CorpFinancial Solutions Advisor - South Phoenix AreaMaricopa, 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 - West Valley Area Bank of America CorpFinancial Solutions Advisor - West Valley AreaGoodyear, 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 - West Valley Area Phoenix, Arizona; Goodyear, Arizona; Peoria, Arizona; Prescott Valley, Arizona; Carefree, Arizona; Phoenix, Arizona Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Wealth Advisor - Phoenix, AZ Corebridge FinancialFinancial Wealth Advisor - Phoenix, AZPhoenix, ArizonaWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Financial Advisor - Phoenix, AZ Corebridge Financial Inc.Financial Advisor - Phoenix, AZPhoenix, AZCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Solutions Advisor - East Valley Phoenix Area Bank of America CorpFinancial Solutions Advisor - East Valley Phoenix AreaApache Junction, 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; Laveen, 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.
Financial Wealth Advisor - Phoenix, AZ Corebridge Financial Inc.Financial Wealth Advisor - Phoenix, AZPhoenix, AZWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Senior Financial Relationship Advisor - Growth Wells Fargo BankSenior Financial Relationship Advisor - GrowthChandler, ArizonaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Educate clients and provide guidance on the full spectrum of Wells Fargo Advisors offerings, including self-directed investing, advisor-supported solutions, and professionally managed portfolios, helping clients select the approach best suited to their discovered needs.
Financial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Scottsdale, AZThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Experienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityGilbert, AZ$125,000–$150,000 / yearJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.