252 Results for

Financial Services Jobs in Sun City West, AZ

Jobs

Mesa, AZ

Part time

Customer Focus: Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.

21 days ago

Tempe, AZ

$45,000–$100,000 / year

p>Benefits:

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.

3 days ago

Phoenix, AZ

$85,330–$145,130 / year

The 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.

30+ days ago

Phoenix, AZ

li>Effectively 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.

30+ days ago

Scottsdale, AZ

This position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.

30+ days ago

For Those Who Work At Home, AZ

Remote

$128,000–$268,000 / year

Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.

Gather and analyze all relevant financial and industry data for high value clients or prospects, including collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc., while effectively utilizing, and providing feedback to, third party resources.

30+ days ago

p>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. 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.

12 days ago

$77,000–$214,000 / year

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

30+ days ago

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.

30+ days ago

CRFRs play a critical role in supporting the firm's unique business model by delivering a consistent, high‑quality client experience while ensuring the FA remains the client's primary advisor. The Client Relations Financial Representative (CRFR) serves as an extension of the Financial Advisor (FA), providing advice, service, and support to clients when their FA is unavailable-particularly for urgent financial and account‑related needs.

30+ days ago

Acting 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.

30+ days ago

Tempe, AZ

Edward 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.

30+ days ago

Phoenix, AZ

p>About the Role:

The 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.

10 days ago

Phoenix, AZ

Full time

p>Strategic 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.

19 days ago

Phoenix, Arizona

This is an opportunity to become a trusted advisor who helps individuals, families, and business owners make important financial decisions that impact their future.

19 days ago

Phoenix, AZ

$60,000–$79,750 / year

This position maintains compliance with established accounting principles, internal controls, and security procedures governing Bonds and Fines, Inmate Accounts, Special Fund Accounts, Treasurer Deposits, Payroll, Accounts Payable, Petty Cash, Purchasing Cards (P-Cards), and Travel expenditures.

Performs a variety of accounting assignments, including the annual setup and maintenance of accounting records, the classification of revenue and expenditure transactions, journalizing accounting transactions, and preparing closing period adjustments.

10 days ago

Scottsdale, AZ

This 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.

30+ days ago

Phoenix, Arizona

$90,000–$100,000 / year

li style="margin-bottom:0in;margin-top:0in">Experience: At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles.

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.

6 days ago

Chandler, AZ

p>Requires knowledge of medical terminology and an understanding of all common insurance and payor types, authorization requirements and alternative financial resources as typically obtained through a minimum of three years of diversified experience in a hospital Patient Registration/Financial Services setting.

Employees working at Banner Behavioral Health Hospital, BTMC Behavioral, and BUMG, BUMCT, or BUMCS in a Behavioral Health clinical setting that serves children must possess an Arizona Fingerprint Clearance Card at the time of hire and maintain the card for the duration of their employment.

19 days ago

Glendale, AZ

p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

30+ days ago

$50,000–$70,000 / year

This 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.

27 days ago

Glendale, AZ

This position will offer:

• The ability to build a strong client base with the credit union's exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union's member 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 credit union's reputation and community standing. Your partnership includes:

30+ days ago

PHOENIX, AZ

$19.53–$20 / hour

p>Ideal candidates have experience in customer service, banking, retail, hospitality, healthcare, collections, insurance, military service, or contact center environments and enjoy helping customers while working in a fast-paced setting.. This position offers an excellent opportunity to build a long-term career with a Fortune 100 company while assisting customers with a variety of lending-related products and services.

7 days ago

Remote

$24.03–$26.44 / hour

p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

Thrivent 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.

30+ days ago

Peoria, Arizona

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

30+ days ago

Tempe, AZ

$84,300–$155,400 / year

As a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

19 days ago

Phoenix, Arizona

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Scottsdale, AZ

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

30+ days ago

p>In this role, you'll take ownership of independent reviews of SAR and STR filings, surface emerging risks and control gaps, and influence meaningful improvements across investigations, training, policies, and processes.

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.

11 days ago

Tempe, AZ

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. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

3 days ago

Sun City, AZ

p>For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers. The Financial Advisor I applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to recommend appropriate solutions in the client's best interest.

26 days ago

Phoenix, Arizona

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Phoenix, Arizona

p style="text-align:inherit"/>

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. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies.

18 days ago

Chandler, AZ

Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

18 days ago

Scottsdale, AZ

We’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.

13 days ago

Sun City, Arizona

p style="margin:12pt 0in 6pt 0in">Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required.. The Financial Advisor I applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to recommend appropriate solutions in the client’s best interest.

27 days ago

p>Team Overview:

The Wealth Management and Practice Management Division helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and solutions-based advice and guidance.

Intermediate skills in some of the following areas: Systems Thinking, Planning and Organizing, Relationship building, Collaboration, Critical thinking, Problem solving, Project management, Verbal and written communication.

30+ days ago

Phoenix, AZ

$61,720.78–$80,334.92 / year

li>Drive ongoing enhancements to contact center operations that increase accessibility and self-service resolution, while maintaining an auditable knowledge base and actionable training resources that ensure accurate, consistent, and Title IV-compliant information for student-facing interactions - including federal aid programs, verification, R2T4, disbursement, and regulatory disclosure requirements.

The primary focus of this role is to serve as a key leader within the Student Success department, overseeing financial vendor management, data and insights, and operational innovation across the student financial journey.

25 days ago

Tempe, AZ

We're looking for a detail-oriented candidate with proactive problem-solving skills and the ability to work independently while maintaining clear communication with leadership and stakeholders.

9 days ago

Phoenix, AZ

$103,600–$189,900 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.

30+ days ago

Phoenix, AZ

p>We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. 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.

30+ days ago

Scottsdale, AZ

p>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.

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.

17 days ago

Phoenix, AZ

This position is responsible for the financial operations of the Central Office Account Payables section, ensuring the work activities comply with the State of Arizona Accounting Manual (SAAM), agency policies and procedures, and implements and maintains internal control of the section. Any employee operating a motor vehicle on State business must possess and retain a current, valid class-appropriate driver's license, complete all required training, and successfully pass all necessary driver's license record checks.

20 days ago

Phoenix, Arizona

Other successive roles lead to areas like an eService Specialist, who assist Advisors via email or Chat, or a Relationship Manager role that specializes in working with newer, growing financial advisors.

The Advisor Services Service Specialist provides fast and reliable guidance to Financial Advisors and their Service Staff as they utilize the AssetMark platform to serve their clients’ investment and financial planning needs.

20 days ago

Tempe, AZ

p>You'll partner closely with associates and leaders across the firm to oversee investigative work across AML, Sanctions/OFAC, Client Due Diligence, and Fraud-ensuring alignment with regulatory expectations, firm policies, and our client-first culture.

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.

1 day ago

Phoenix, AZ

li>Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

9 days ago

Tempe, AZ

$95,600–$162,400 / year

Major Duties: Oversee monthly NAV close activities, including controlling period close in transaction systems, monitoring/clearing suspense items, and ensuring daily transaction and position postings from source systems to the SubLedger are complete and accurate, and that related journal entries are generated and supported. Oversee the automated feed of profit and loss from the SubLedger into proprietary investor accounting system and validate allocation outputs to feeder funds and investors; when manual profit and loss adjustments are required, ensure system-enforced segregation of duties is followed for input and approval.

30+ days ago

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.

2 days ago

Tempe, AZ

They will do this by understanding the candidates' needs and articulating how being a Financial Advisor (FA) at Edward Jones can not only help their clients meet their long-term financial goals, but also enable the Financial Advisor to live out their individual purpose while contributing to growing the impact Edward Jones has on clients' lives. Edward 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).

Today

Review resumes, conduct behavior-based interviews, determine which candidates advance in the process by assessing candidate's talent, effort, and ability to successfully continue to build their practice at Edward Jones.

30+ days ago

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Services job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Services Jobs in Sun City West, AZ

Financial Services Associate San Joaquin Valley College, Inc.

Financial Advisor Edward D Jones & Co LP

Associate Financial Advisor Northern Trust Corp

Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market Bank of America Corp

ASSOCIATE, CFO SERVICES Cresset Capital Management LLC

Senior Vice President, Portfolio Management (Native American Financial Services Portfolio and Gaming) KeyCorp

HQ Senior Transitional Financial Advisor Edward D Jones & Co LP

Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLP

Sr. Financial Advisor - Edward Jones Connection Edward D Jones & Co LP

Client Relations Financial Representative- Service Edward D Jones & Co LP

Tailored Licensed Support Financial Advisor Edward D Jones & Co LP

Financial Advisor - Edward Jones Connection Edward D Jones & Co LP

Associate Financial Advisor Robert W Baird & Co Inc

Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLC

Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter

Accountant - Financial Services Maricopa County

Financial Advisor - BMO Bank LPL Financial Holdings Inc

Wealth Financial Advisor CAPTRUST

Patient Financial Services Representative Vascular Health Clinic Chandler Banner Health

Financial Advisor First Command Financial Services, Inc.

Financial Advisor - TruStage Wealth Management LPL Financial Holdings Inc

Financial Advisor - Mountain America Credit Union LPL Financial Holdings Inc

Customer Support Representative Financial Services TalentBridge

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Merrill Advisor Development Program- Financial Advisor: Mid Land Market Bank of America

Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu Ltd

Financial Advisor - Phoenix, AZ Corebridge Financial

Client Service Associate (Scottsdale, AZ) Raymond James Financial Inc

Financial Crimes SAR Quality Control & Training Associate Edward D Jones & Co LP

Senior Financial Advisor – Edward Jones Connection Edward Jones Investments

West Valley : Surprise / Sun City - Financial Advisor I Desert Financial Credit Union

Financial Wealth Advisor - Phoenix, AZ Corebridge Financial

Financial Advisor - PNC Wealth Management PNC Bank

Competencies.

Job Posting Title Consumer Investments - Financial Services Representative I (Chandler, AZ) Bank of America Corp

Experienced Financial Advisor Touchstone Wealth

West Valley : Surprise / Sun City - Financial Advisor I Exciting

Advising Specialist II- Financial Planning Capabilities Edward D Jones & Co LP

Manager, Service and Operations- Financial Services Covista Inc

Senior Analyst - Financial Reporting Edward D Jones & Co LP

Captive Insurance Tax Manager - Financial Services Organization - GCR/Insurance Ernst & Young Global Ltd

Financial Wealth Advisor - Phoenix, AZ Corebridge Financial Inc

Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

FINANCIAL SERVICES MANAGER State of Arizona

Advisor Services Service Specialist AssetMark Financial Holdings

Team Leader, Financial Crimes Edward D Jones & Co LP

PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Holdings LLC

Associate Specialist, Fund Admin, Hedge Fund Services Northern Trust Corp

Virtual Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Experienced Advisor Recruiter Edward Jones

Experienced Advisor Recruiter Edward D Jones & Co LP

Resume Resources

Similar Job Searches

Get noticed by top employers!