NewBusiness Development Officer, Schwab Wealth Advisory- Financial Solutions Branch Charles Schwab CareersBusiness Development Officer, Schwab Wealth Advisory- Financial Solutions BranchPHOENIX, AZRemoteMost of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab. The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA).
NewWealth 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.
NewReferral Partnership Coordinator Modern Law PLLCReferral Partnership CoordinatorPhoenix, AZDevelop referral partnerships with various types of professionals who may work with family law and estate planning clients, including but not limited to financial planners, therapists, wealth managers, CPAs, realtors, mortgage brokers, insurance agents, and allied attorneys. Nurture existing referral sources through regular check-ins, coffees, lunches, and thank yous so relationships stay warm between referrals.
NewDirector, SWA Portfolio Consulting (PL) Charles Schwab CareersDirector, SWA Portfolio Consulting (PL)PHOENIX, AZThis role will provide leadership and guidance to a team of portfolio & planning experts serving the field and SWA clients on complex portfolios involving potential transitions, concentrated positions, hedging across offerings that require analysis of projected risk and tax implications with proposed solutions to solve for multiple objective functions. The leader will partner closely with leaders across Wealth and Advice Solutions, Schwab Wealth Advisory Portfolio Strategist, Schwab Wealth Advisory Leadership, Product Management, and Retail to drive growth, deepen client relationships, and expand specialist capabilities.
Certified Financial Planner®– Matson Capital Matson CapitalCertified Financial Planner®– Matson CapitalScottsdale, ArizonaKey Responsibilities As a CFP® at Matson Capital, you serve as a trusted advisor, helping other advisors transition clients to Matson Capital and guiding those clients after that transition by providing comprehensive financial planning services, including Matson Money’s investment management, and retirement planning, to help clients achieve their American Dream. As a CFP® at Matson Capital, you are a trusted teammate dedicated to helping advisors secure the legacy of their businesses, while building rapport with clients as they transition to Matson Capital.
Financial Planner - Phoenix Creative Planning IncFinancial Planner - PhoenixPhoenix, AZTitle: Financial Planner Location: Various Job Description: JOB SUMMARY Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in - house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education and charitable planning - using all in -house specialists.
NewWealth Strategist I - Financial Planner - PNC Wealth Management The PNC Financial Services Group IncWealth Strategist I - Financial Planner - PNC Wealth ManagementPhoenix, AZ$63,750–$106,250 / yearPNC 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. In 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.
Retail Merchandise Financial Planner LESLIES POOLMART INCRetail Merchandise Financial PlannerPhoenix, AZFull timep>The Merchandise Financial Planner partners with the Inventory Planner, Category Director and Channel Leads to develop and execute merchandise financial plans that support company growth, profitability, and overall merchandising strategy. We operate an integrated ecosystem of 900+ retail locations, backyard service and repair, a robust digital platform, and manufacturing and distribution divisions across 35+ states—enabling consumers to engage with Leslie’s whenever, wherever, and however they prefer to shop.
Senior Financial Planner LPL Financial ServicesSenior Financial PlannerTempe, AZ$76,323–$127,205 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Financial Planner LPL Financial Holdings IncSenior Financial PlannerTempe, AZ$76,323–$127,205 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Planner- Generations Private Wealth Edward D Jones & Co LPSenior Planner- Generations Private WealthTempe, AZThe Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
Financial Advisor Northwestern MutualFinancial AdvisorGilbert, 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.
Personal Financial Counselor - Luke AFB Magellan Health ServicesPersonal Financial Counselor - Luke AFBLuke Air Force Base, AZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Pfc- Yuma, AZ Magellan Health ServicesPersonal Financial Counselor, Pfc- Yuma, AZYuma, AZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Davis-Monthan AFB Tucson, AZ Magellan Health ServicesPersonal Financial Counselor - Davis-Monthan AFB Tucson, AZTucson, AZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC Magellan Health Services, Inc.Personal Financial Counselor, PFCScottsdale, AZFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC, through the US- Handshake Magellan Health Services, Inc.Personal Financial Counselor, PFC, through the US- HandshakeScottsdale, AZFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewPersonal Financial Counselor, PFC - All Locations Magellan Health Services, Inc.Personal Financial Counselor, PFC - All LocationsScottsdale, AZFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Luke AFB Magellan Health IncPersonal Financial Counselor - Luke AFBAZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor - Davis-Monthan AFB Tucson, AZ Magellan Health IncPersonal Financial Counselor - Davis-Monthan AFB Tucson, AZTucson, AZServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.