Group Financier SignatureNewLife Insurance Advisor - Remote (Commission-based) Group Financier SignatureLife Insurance Advisor - Remote (Commission-based)Phoenix, AZRemoteGroupe Financier Signature is an independent Managing General Agency that supports financial advisors. This is a 1099 independent contractor opportunity offering access to top insurance carriers, structured support, and a flexible work model.
USAANewLicensed Retirement Income Advisor – Sales & Planning (Sign-On Bonus) - Phoenix USAALicensed Retirement Income Advisor – Sales & Planning (Sign-On Bonus) - PhoenixPhoenix, 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.
PrideStaff Phoenix Metro - ScottsdaleNewClient Care Advisor Representative PrideStaff Phoenix Metro - ScottsdaleClient Care Advisor RepresentativeScottsdale, AZFull timeYou aren’t just managing assets; you are managing the transition into a client’s golden years, providing a steady hand through life’s most significant changes. In our Scottsdale office, you will serve as a dedicated concierge for our families, ensuring that every interaction with our firm is marked by warmth, clarity, and proactive care.
JobotNewController-Construction JobotController-ConstructionPhoenix, AZ$100,000–$125,000 / 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. Business Partnership: Serve as a collaborative financial advisor to cross-functional business units, translating complex financial data into actionable operational insights.
JobotNewTax 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.
Entune Behavioral HealthNewLicensed Therapist / Counselor (LPC, LCSW, LMFT) SIGN-ON Bonus $1,500 Entune Behavioral HealthLicensed Therapist / Counselor (LPC, LCSW, LMFT) SIGN-ON Bonus $1,500Gilbert, AZ$80,000–$92,000 / yearWe are currently seeking a dynamic, Licensed Therapists / Counselors (LPC, LCSW, LMFT) to join our growing team and help meet the increasing demand for care at our Gilbert location. At Entune Behavioral Health, we’ve built a therapist-first environment designed to help you focus on what matters most: delivering meaningful, high-quality care to your clients.
Entune Behavioral HealthNewLicensed Therapist / Counselor (LPC, LCSW, LMFT) Entune Behavioral HealthLicensed Therapist / Counselor (LPC, LCSW, LMFT)Sun City West, AZ$80,000–$92,000 / yearWe are currently seeking a dynamic, Licensed Therapist / Counselor (LPC, LCSW, LMFT) to join our growing team and help meet the increasing demand for care at our Sun City West location. At Entune Behavioral Health, we’ve built a therapist-first environment designed to help you focus on what matters most: delivering meaningful, high-quality care to your clients.
Entune Behavioral HealthNewLicensed Counselor (SIGN-ON BONUS!) Entune Behavioral HealthLicensed Counselor (SIGN-ON BONUS!)Glendale, AZ$80,000–$92,000 / yearAt Entune Behavioral Health, we’ve built a therapist-first environment designed to help you focus on what matters most: delivering meaningful, high-quality care to your clients. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Company ConfidentialAssociate Director of Compliance & Risk (Financial Services) Company ConfidentialAssociate Director of Compliance & Risk (Financial Services)Phoenix, AZFull timeKey ResponsibilitiesMonitor and review communications, transactions, and activities to ensure compliance Conduct periodic audits, file reviews, and in-person branch visits Partner with advisors and internal teams to reinforce policies and best practices Maintain accurate compliance records and documentation Identify and address potential risks or policy gaps Support ongoing compliance programs and regulatory updates Provide guidance on proper procedures and documentation requirements . Determining 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.
GoldBook FinancialNewFinancial 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.
Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles and Surrounding area Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles and Surrounding areaglendale, AZThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Thrivent Financial for LutheransFinancial Advisor - Phoenix and Surrounding areas Thrivent Financial for LutheransFinancial Advisor - Phoenix and Surrounding areasPeoria, AZThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Thrivent Financial for LutheransFinancial Advisor - Peoria Thrivent Financial for LutheransFinancial Advisor - Peoriapeoria, AZThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
First Command Financial Services, Inc.NewFinancial Advisor First Command Financial Services, Inc.Financial AdvisorGlendale, AZSuccessful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.
CAPTRUSTWealth Financial Advisor CAPTRUSTWealth Financial AdvisorPhoenix, Arizona$90,000–$100,000 / yearYou'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.
WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityScottsdale, AZ$80,000–$239,200W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210.
Touchstone WealthNewExperienced Financial Advisor Touchstone WealthExperienced Financial AdvisorScottsdale, AZWe’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.
First Command Financial Services, Inc.Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsGlendale, AZDevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
Touchstone WealthNewFinancial 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.”.
LPL Financial Holdings IncFinancial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankScottsdale, AZThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals • Whatever your vision of success, we're with you every step of the way.
WealthBridge Financial GroupCareer-Transition Partnership - For Financial Advisors Approaching Retirement WealthBridge Financial GroupCareer-Transition Partnership - For Financial Advisors Approaching RetirementGilbert, AZ$80,000–$239,200For advisors continuing in a reduced-role production capacity, the ongoing classification is W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification, Form W-2 Box 13 "Statutory employee" checked) with commission-based compensation. Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400.
Vanguard GroupFinancial Advisor Vanguard GroupFinancial AdvisorScottsdale, AZDevelop a detailed understanding of Vanguard funds, products, and services to educate clients effectively, staying updated on financial planning, capital markets, and the financial services industry. In this role, you will build and maintain strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance.
GallagherSenior Financial Advisor GallagherSenior Financial AdvisorPhoenix, ArizonaThe 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.
San Blas SecuritiesFinancial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Scottsdale, AZFull timeThis 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. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
OsaicSr. 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)Sun City, AZChase 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. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ ( Bell & Thomson Peak) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ ( Bell & Thomson Peak)Scottsdale, 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 Required qualifications, capabilities, and skills 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 Demonstrated 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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Goodyear, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Goodyear, AZgoodyear, 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 Required qualifications, capabilities, and skills 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 Demonstrated 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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZscottsdale, 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 Required qualifications, capabilities, and skills 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 Demonstrated 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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Beacon Pointe Advisors LLCSenior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorScottsdale, AZThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Trajan Wealth LLCAccount Manager (Licensed Advisor) - 60-70K Base Salary Plus Bonus Trajan Wealth LLCAccount Manager (Licensed Advisor) - 60-70K Base Salary Plus BonusScottsdale, AZ$60,000–$70,000 / yearSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). The Account Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers.
AssetMark, Inc.Advisor Services Service Specialist AssetMark, Inc.Advisor Services Service Specialistphoenix, AZ$55,000–$65,000 / yearResponsibilities: Provide phone-based support to inbound inquiries and requests Collaborate with a variety of internal teams to deliver reliable answers and oversight to client requests Partner with Sales Consultants to ensure advisors are satisfied and empowered to make the most of our platform Follow-up and ownership of requests to provide reliable support Serve advisors in a way that generates loyal, growing advisors who promote the AssetMark platform to their colleagues Takes accountability to all interactions with internal and external customers Reports any poor customer experience and works to ensure fast, fair resolutions that restore trust and confidence and keeps the advisor informed about ongoing progress Effectively contains service issues within the service organization. Reports feedback on desired platform improvements Helps manage firm risk by setting appropriate expectations and giving clear guidance Knowledge, Skills, Abilities: Strong service mindset, desire to help others, and strong affiliation to our Mission of helping advisors make a difference in their clients lives.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Biltmore) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Biltmore)Phoenix, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Central Phoenix) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Central Phoenix)Phoenix, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Arcadia) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Arcadia)Phoenix, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Gilbert, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Gilbert, AZGilbert, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Litchfield Park/Buckeye, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Litchfield Park/Buckeye, AZLitchfield Park, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZScottsdale, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Goodyear, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Goodyear, AZGoodyear, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)Phoenix, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase 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.
Advisor GroupAdvisor Support Representative Advisor GroupAdvisor Support RepresentativeScottsdale, AZCurrent Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. Summary: Osaic’s Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation.
Osaic IncNewAdvisor Support Representative Osaic IncAdvisor Support RepresentativeScottsdale, AZ$53,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We 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.
ARQ Wealth Advisors, LLCWealth Advisor ARQ Wealth Advisors, LLCWealth AdvisorScottsdale, AZBoutique Service Model: Unlike firms where advisors manage 300-400 clients, we limit the number of clients per advisor to ensure a high-touch, personalized service experience. ARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary wealth management firm based in Scottsdale, Arizona, overseeing more than $600 million in client assets.
OsaicAdvisor Support Representative OsaicAdvisor Support RepresentativeScottsdale, AZ$45,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We 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.
Regal Executive SearchWealth & Tax Advisor Regal Executive SearchWealth & Tax AdvisorScottsdale, AZHelp gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements . Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members .
BOK Financial CorpPrivate Wealth Advisor BOK Financial CorpPrivate Wealth Advisorscottsdale, AZWe encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. This level of knowledge is normally acquired through completion of a bachelors and 5 \u2013 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience.
Trajan Wealth LLCPortfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus) Trajan Wealth LLCPortfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus)Scottsdale, AZThe Portfolio Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers. 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.
Trajan Wealth LLCNewEntrepreneurial Fiduciary Advisor Build & Scale Markets Trajan Wealth LLCEntrepreneurial Fiduciary Advisor Build & Scale MarketsScottsdale, AZA leading financial advisory firm is seeking entrepreneurial Financial Advisors to develop markets across the U.S. This role offers a W2 position with a competitive base salary up to $150K and potential earnings for top performers reaching $600K. Advisors will host seminars, build client relationships, and collaborate with internal teams, while leveraging comprehensive support systems to enhance client experiences.
Touchstone WealthNewFinancial Services Operations Coordinator Touchstone WealthFinancial Services Operations CoordinatorScottsdale, AZThis individual will play a critical role in the day-to-day operational management of the practice, helping ensure a seamless client experience across insurance, investment, and ongoing service workflows. This role is ideal for someone who thrives in a fast-paced, team-oriented environment, enjoys managing processes from start to finish, and takes pride in delivering exceptional client service.
First WesternDirector, Senior Wealth Advisor First WesternDirector, Senior Wealth AdvisorPhoenix, AZ$149,400–$224,100 / yearThe Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight.