Associate 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.
CFO Vaco LLCCFOPhoenix, AZ$260,000–$320,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
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.
NewVice President of Financial Planning, Analytics & Strategy Sunstate EquipmentVice President of Financial Planning, Analytics & StrategyPhoenix, AZReporting to the Chief Financial Officer, the Vice President of Financial Planning, Analytics & Strategy serves as a key member of the Finance leadership team and a strategic business partner to the CFO, CEO, Senior Leadership Team, and operational leaders across the company. The Vice President will help improve visibility into business performance, strengthen forecasting and planning discipline, guide capital allocation decisions, and provide the financial insight needed to support profitable growth, operational excellence, and shareholder value creation.
Tax Senior JobotTax SeniorScottsdale, AZ$80,000–$120,000 / yearInformation 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. This is a unique opportunity to bring your expertise to a high-performing team and work with a diverse portfolio of clients, focusing on high net worth individuals, S-Corporations, and Federal & State Tax matters.
NewTravel Labor & Delivery Registered Nurse - $2,321 per week Junxion Med StaffingTravel Labor & Delivery Registered Nurse - $2,321 per weekChandler, AZTrauma Level: Facility Specific Job Notes: - Must have experience with C-sections - Must have computer charting experience, preferably Cerner - Required Certifications: ACLS, BLS, and NRP (Neonatal Resuscitation Program) - Travelers are required to pass a dysrhythmia exam prior to accepting an offer with a score of 80% (2 max attempts) - Must be able to confidently circulate and recover C-sections. We specialize in placing travel nurses, allied health professionals, physicians, physician assistants, and nurse practitioners in both short-term and permanent roles across a wide range of specialties.
NewTravel Outpatient Physical Therapist - $2,263 per week Junxion Med StaffingTravel Outpatient Physical Therapist - $2,263 per weekBuckeye, AZWe specialize in placing travel nurses, allied health professionals, physicians, physician assistants, and nurse practitioners in both short-term and permanent roles across a wide range of specialties. *Estimated weekly pay includes projected hourly wages and weekly meal and lodging per diems for eligible clinicians based on nationally published GSA rates.
NewTravel ER Registered Nurse - $2,152 per week Junxion Med StaffingTravel ER Registered Nurse - $2,152 per weekPhoenix, AZTrauma Level: Facility Specific Job Notes: - Must have at least 6 months of trauma level 1 experience - Required Certifications: BLS, ACLS, PALS - Preferred Certifications: TNCC and ATCN - ENPC not allowed to replace PALS Certification - 2 years ER experience required - BSN Required - License to Submit: Yes, willing to wait - Must be able to read strips on Phillips monitors - Familiarity with Cerner EMR - Floor specific orientation: 2-3 shifts on the floor - Commitment to maintaining sterile field in procedures like Foley catheter insertion and central line dressing changes. We specialize in placing travel nurses, allied health professionals, physicians, physician assistants, and nurse practitioners in both short-term and permanent roles across a wide range of specialties.
NewTravel ER RN - $2,171 per week Junxion Med StaffingTravel ER RN - $2,171 per weekPhoenix, AZRequired Certifications:** - Basic Life Support (BLS) - Advanced Cardiovascular Life Support (ACLS) - Pediatric Advanced Life Support (PALS) **Preferred Certifications:** - Trauma Nursing Core Course (TNCC) - Advanced Trauma Care for Nurses (ATCN) **Skills and Qualifications:** - Competency in maintaining sterile fields. We specialize in placing travel nurses, allied health professionals, physicians, physician assistants, and nurse practitioners in both short-term and permanent roles across a wide range of specialties.
NewTravel Cath Lab Technologist - $2,745 per week Junxion Med StaffingTravel Cath Lab Technologist - $2,745 per weekPhoenix, AZTrauma Level: Facility Specific Job Notes: **Required Experience and Qualifications:** - LEVEL I TRAUMA EXPERIENCE REQUIRED - Must have 2 years of Cath Lab experience **Certifications and Licensure:** - BLS Certification - ARRT Certification required if tech (must have ARRT that can scrub) - AZ license MRTBE CRT if tech **Clinical Setting:** - Acute Care Setting **Additional Requirements:** - 30-minute response time for call shifts (8-12 days per month) - Use of Phillips and Siemens equipment in diagnostic and interventional procedures. We specialize in placing travel nurses, allied health professionals, physicians, physician assistants, and nurse practitioners in both short-term and permanent roles across a wide range of specialties.
Service Specialist II Edward JonesService Specialist IITempe, AZ$43,200–$66,800Edward 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.
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.
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.
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 Edward D Jones & Co LPFinancial AdvisorGoodyear, 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.
NewMerrill Advisor Development Program - Financial Advisor: Greater Arizona Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Arizona MarketPhoenix, AZOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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.
financial advisor OR financial consultant Government of Quebecfinancial advisor OR financial consultantChandler, AZOlder workerThis job offer is from an employer that is willing to hire older workers. Company descriptionThe information in this section has been provided in French only (see the French page).
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.
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.
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.
NewMerrill Advisor Development Program- Financial Advisor: Mid Land Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: Mid Land MarketPeoria, ArizonaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
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.
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.
Associate Financial Advisor BairdAssociate Financial AdvisorPhoenix, ArizonaThe 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 - 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!
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementGoodyear, 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.
NewFinancial 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.
NewFinancial Advisor Manager; Personal Advisor Services | High Net Worth Advice Vanguard GroupFinancial Advisor Manager; Personal Advisor Services | High Net Worth AdviceScottsdale, AZAs a Financial Advisor Manager within our High Net Worth Advice business, you'll lead a team of CFP professionals who serve successful individuals and families with approximately $500,000 to $5 million in investable assets. This role is ideal for a leader who is passionate about developing talent, creating a culture of coaching and accountability, and helping advisors deliver exceptional client outcomes at scale.
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.
Financial Advisor - TruStage Wealth Management LPL Financial Holdings IncFinancial Advisor - TruStage Wealth ManagementAZ$60,000–$100,000 / yearThis employment opportunity at TruStage located at TruStage Wealth Management in Remote, USA would allow you to join TruStage Wealth Management as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at TruStage Wealth Management supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
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.
Financial Advisor - Scottsdale, AZ (Relocation Assistance Available) Trajan Wealth LLCFinancial Advisor - Scottsdale, AZ (Relocation Assistance Available)Scottsdale, AZFull timeThis role requires a strong technical understanding of financial markets and retirement planning, along with a client-first mindset and the ability to identify and implement additional financial planning opportunities. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
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.
Experienced Financial Advisor Touchstone WealthExperienced Financial AdvisorScottsdale, AZ$75,000–$350,000 / yearWe’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. As a Financial Advisor at Touchstone Wealth , you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom.
Wealth Financial Advisor CAPTRUSTWealth Financial AdvisorPhoenix, Arizona$90,000–$100,000 / yearFull timeYou'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Financial Advisor Global Credit UnionFinancial AdvisorGlendale, 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.
Financial Advisor - Global Credit Union LPL Financial Holdings IncFinancial Advisor - Global Credit UnionScottsdale, AZ$60,000–$80,000 / yearThis employment opportunity at TruStage located at Global Credit Union in Scottsdale, AZ would allow you to join Global Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Global Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor – Global Credit Union LPL FinancialFinancial Advisor – Global Credit UnionScottsdale, ArizonaThis employment opportunity at TruStage located at Global Credit Union in Scottsdale, AZ would allow you to join Global Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Global Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
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 Wealth Advisor - Phoenix, AZ Corebridge Financial IncFinancial 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.
Financial Advisor - Chandler Touchstone WealthFinancial Advisor - ChandlerChandler, AZWe have a comprehensive training program to familiarize new advisors with the depth and breadth of our product suite, and we provide a compensation structure with unlimited income potential to help new representatives get started. We are looking for individuals to join our team of Financial Advisors who want to participate in a collaborative work culture that has been ranked by the Phoenix Business Journal as one of the “2023 Top Companies to Work For.”.
Financial Solutions Advisor - Scottsdale Area Bank of America CorpFinancial Solutions Advisor - Scottsdale AreaScottsdale, 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 - Scottsdale Area Scottsdale, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Phoenix, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Scottsdale, Arizona Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
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.
Senior Financial Advisor GallagherSenior Financial AdvisorPhoenix, ArizonaFull timeThe Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. The 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.