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As a Trading Support Consultant, you will play a vital role in delivering impactful training experiences, supporting financial professionals and home office staff in mastering our WealthPort trading system, and driving continuous improvement through feedback and innovation. You’ll help financial professionals solve complex trading challenges, leverage technology more effectively, and grow their businesses through personalized support and training, while helping shape the continued evolution of the WealthPort platform.

EPC Eneric Petroleum

Trading Support Consultant

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Our 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.

Bank of America

Wealth Management Client Associate

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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. 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.

Client Service Associate

We partner with the nations most innovative health plans - Medicare Advantage, Medicaid, and Commercial - to engage members in conversations that close care gaps, improve Stars ratings, and drive better health outcomes. Duties/Responsibilities: Collaborate with leadership to support the development and management of strategic plans that align with company-wide goals, ensuring cross-functional alignment and effective communication of milestones.

mPulse Mobile Inc

Director of Operations

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This role supports investment proposal development, portfolio construction, operational, and workflow support to Wealth Solutions Consultant, enabling scalable, high-quality delivery of AssetMark's Private Wealth capabilities. The Wealth Specialist supports the AssetMark external Wealth Solutions Consultant in delivering customized investment and wealth management solutions for high-net-worth clients of independent financial advisors.

YEAR

AssetMark, Inc.

Wealth Solutions Specialist

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. You will advise clients on accounting for income taxes, federal tax accounting and provisions, tax compliance, federal tax planning involving periods, methods, and credits, business restructuring, and tax controversy.

Deloitte

Tax Manager - Federal / Corporate Tax

This is a senior individual contributor opportunity for an experienced product leader who can bridge strategy and execution, identify meaningful AI opportunities, and collaborate across Product, Technology, Data, Architecture, Governance, and Business teams to deliver measurable impact. Working knowledge of generative AI, large language models (LLMs), retrieval-augmented generation (RAG), AI agents, prompt engineering, model evaluation, and AI observability.

Senior Product Owner

The Gold Relationship Manager is an expert in all areas of the AssetMark platform with deep financial services industry knowledge that provides both concierge and consultative support services, customized to meet the unique needs of their Gold Advisors on the AssetMark platform. Reports all "outside/in" and "inside/out" AssetMark deficits to the Customer Experience Group and communicates ongoing progress toward resolution to the Advisor until the resolution is completed; provides feedback to the Advisor regarding changes in corporate policies/procedures or related areas which were implemented as a result of the identified deficit.

Gold Relationship Manager

Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders.

Vestwell Holdings Inc.

Senior Associate, Implementations

Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $140,000 which includes a base salary of $70,000 and a variable target compensation of $70,000. 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA''s and financial advisors in the SMB space (including territory sales and business development).

Human Interest Inc

Partner Account Manager - Phoenix

This includes participating in designated onsite workdays and other required in-person activities, such as meetings, training, coaching, mentoring, problem-solving, and cross-functional collaboration, as determined by business needs. Understand and be accountable for executing all job functions in a way that is consistent with all requirements of state statutes, NCUA/FDIC, SEC, FINRA/SIPC, BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP).

Find Your Calling

Manager- Wealth Management

The Gold Relationship Manager is an expert in all areas of the AssetMark platform with deep financial services industry knowledge that provides both concierge and consultative support services, customized to meet the unique needs of their Gold Advisors on the AssetMark platform. Reports all “outside/in” and “inside/out” AssetMark deficits to the Customer Experience Group and communicates ongoing progress toward resolution to the Advisor until the resolution is completed; provides feedback to the Advisor regarding changes in corporate policies/procedures or related areas which were implemented as a result of the identified deficit.

AssetMark Financial Holdings

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. This internship offers hands-on experience developing cloud data pipelines, integrations, and data quality frameworks that support trusted, AI-ready data, enterprise reporting, and analytics.

HOUR

Data Engineering Intern

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. This internship offers hands-on experience creating scalable user interface components in Figma while building practical skills in UI design, accessibility, collaboration, and systems thinking.

UX Design Intern

Progressive leadership experience in application operations, production support, application support, site reliability, database operations, release management, or technology service operations, including leadership of managers and multidisciplinary technical teams responsible for business-critical production services. · Demonstrated experience establishing or governing production-support models, incident and problem management, operational readiness, service ownership, application observability, resilience, lifecycle management, or related production disciplines, with sufficient breadth to lead an integrated application and production operations function.

Director, Application & Production Operations

The Digital Experience Consultant plays a key role in delivering exceptional support to financial professionals and their clients by resolving system-related issues, providing guidance on digital tools, and ensuring seamless access to company platforms. This position serves as a trusted resource for both internal teams and external partners, helping users navigate systems, troubleshoot access concerns, and maintain secure, efficient use of technology.

Digital Experience Consultant

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. Develop Salesforce solutions using Apex and Lightning Web Components and support integrations involving Snowflake, Data 360, and Cambridge-developed services.

Salesforce Developer Intern

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. We are unable to accommodate temporary student work authorizations, including initial Curricular Practical Training (CPT) and Optional Practical Training (OPT).

Investment Analyst Intern

End-User Computing and Service Desk: Experience leading enterprise desktop management and help desk operations, including endpoint provisioning and lifecycle management, patching and software distribution, endpoint security, service request and incident management, knowledge management, service-level performance, and continual improvement of the employee support experience. The position is accountable for reliable, secure, scalable, and recoverable cloud and on-premises services, including data center infrastructure, compute, storage, virtualization, network connectivity, end-user computing and service desk services, backup and recovery, observability, platform automation, and infrastructure lifecycle management.

Director, IT Infrastructure and Platform Operations

COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.

COUNTRY® Financial is a highly rated Fortune 1,000 insurance and financial services company. We’ve been around since 1925 and offer a full range of 
          insurance and financial services from auto, home and life insurance to estate planning services, investment 
          management and annuities. <br/>
       <br/>
          Our passion is helping families achieve financial security, no matter where they’re starting from –and we are actively looking for entrepreneurial-spirited individuals who share this passion to join our agency team. <br/>
       <a href="http://www.countryfinancial.com/SiteController?url=/whyChooseCountry/whoWeAre" target="_blank" mns_rt="Company">learn more &gt;&gt;</a>

Financial Advisor Jobs in Tempe, AZ

Trading Support Consultant EPC Eneric Petroleum

Wealth Management Client Associate Bank of America

Client Service Associate Bank of America

Director of Operations mPulse Mobile Inc

Wealth Solutions Specialist AssetMark, Inc.

Tax Manager - Federal / Corporate Tax Deloitte

Senior Product Owner EPC Eneric Petroleum

Gold Relationship Manager AssetMark, Inc.

Senior Associate, Implementations Vestwell Holdings Inc.

Partner Account Manager - Phoenix Human Interest Inc

Manager- Wealth Management Find Your Calling

Gold Relationship Manager AssetMark Financial Holdings

Data Engineering Intern EPC Eneric Petroleum

UX Design Intern EPC Eneric Petroleum

Director, Application & Production Operations EPC Eneric Petroleum

Digital Experience Consultant EPC Eneric Petroleum

Salesforce Developer Intern EPC Eneric Petroleum

Investment Analyst Intern EPC Eneric Petroleum

Director, IT Infrastructure and Platform Operations EPC Eneric Petroleum

Insurance Agent - Phoenix, AZ Country Financial

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