Outbound Investment Advisor Edelman Financial Engines LLCOutbound Investment AdvisorPhoenix, AZResponsibilities: • Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Investment Advisor III - PNC Private Bank The PNC Financial Services Group IncInvestment Advisor III - PNC Private BankPhoenix, AZPNC 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.
Associate General Counsel II - Investment Advisory Edward D Jones & Co LPAssociate General Counsel II - Investment AdvisoryTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). As an Associate General Counsel II - Investment Advisory Attorney, you will provide legal advice and counsel related to the Firm's investment advisory platform and programs.
Associate General Counsel III, LGL Investment Advisory Attorney Edward D Jones & Co LPAssociate General Counsel III, LGL Investment Advisory AttorneyTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). 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.
Investment Services Specialist Matson MoneyInvestment Services SpecialistScottsdale, ArizonaThe primary responsibility is to provide world-class service while offering creative solutions to the Registered Investment Advisors and Registered Representative that act as Co-Advisors and/or Solicitors on behalf of Matson Money. Who We Are: At Matson Money, our purpose is to empower families in discovering their true purpose for money by transforming the investing experience, leaving them with freedom, fulfillment, and love.
NewAssociate Wealth Advisor Beacon PointeAssociate Wealth AdvisorScottsdale, AZQualificationsFour-year college degree (Bachelor's degree in Finance, Business or Economics preferred)Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealerExcellent written and verbal communication skillsStrong organizational, analytical, and interpersonal skillsAbility to excel in a fast-paced, team environmentProficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, ServiceAbout Beacon Pointe AdvisorsBeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. This entails frequent communication with clients and internal associates - both verbally and in writingServing as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasksProviding direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planningAssist with business development effortsCoordinating timely investment process of new client accounts within internal guidelinesResponsibility for client data in various internal systems including the firm's portfolio management database (Tamarac)Developing in depth understanding of portfolio construction and risk managementCommunicating with separate account managers regarding client service issuesOther duties as assignedAdditional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Senior Investment Consultant ( Arizona- Southwest Region) Thornburg Investment Management IncSenior Investment Consultant ( Arizona- Southwest Region)AZThe SIC will be responsible for selling Thornburg's mutual funds, SMA products, ETFs, and Private offerings to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Senior 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.
Account 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 / yearFull timeSecurities 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.
NewPrivate Wealth Advisor, BridgePort EPC Eneric PetroleumPrivate Wealth Advisor, BridgePortPhoenix, AZJob Summary BridgePort is seeking an experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through sophisticated investment advice, comprehensive planning, and long-term relationship management. As a growing fee‑only registered investment adviser (RIA), we empower advisors to grow, protect, and leave a legacy on their terms through flexible partnership models, integrated technology, and personalized support.#J-18808-Ljbffr.
Financial Advisor - Scottsdale, AZ (Relocation Assistance Available) Trajan Wealth LLCFinancial Advisor - Scottsdale, AZ (Relocation Assistance Available)Scottsdale, AZFull timeThis role requires a strong technical understanding of financial markets and retirement planning, along with a client-first mindset and the ability to identify and implement additional financial planning opportunities. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
Portfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus) Trajan Wealth LLCPortfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus)Scottsdale, AZFull timeThe 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.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorScottsdale, AZThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The 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.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)Phoenix, AZ$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZTempe, AZAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Morgan Chase: Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZTempe, AZSupport Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g. 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.
Financial Advisor Northwestern MutualFinancial AdvisorPhoenix, Arizona$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Tucson Area Bank of America CorpFinancial Solutions Advisor - Tucson AreaTucson, AZResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZTempe, AZFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Scottsdale, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Scottsdale, AZScottsdale, AZFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.
Alt Investments Accountant Sr U.S. BancorpAlt Investments Accountant SrTempe, AZ$86,530–$101,800 / yearAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Alternative Investment Accountant 2 U.S. BancorpAlternative Investment Accountant 2Tempe, AZ$66,640–$78,400 / yearAlternative Investments Associates and Accountants work as part of a team responsible for providing accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Consumer Investments Team Manager Bank of AmericaConsumer Investments Team ManagerChandler, ArizonaA licensed, registered Team Manager is responsible for the development and achievement of your team of registered representatives (Investment Specialists, Consultants and Financial Solutions Advisors) in the Consumer Investments Solutions & Client Services organization. The Investment Center is a multi-site service center located in Lincoln, RI, Chandler AZ, Rolling Meadows IL, Hunt Valley MD and Jacksonville, FL, Pennington, NJ and Fort Worth, TX and is the primary service provider for Consumer Investments Solutions.
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club)Tucson, AZUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Cottonwood/Sedona, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Cottonwood/Sedona, AZCottonwood, AZUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Fountain Hills, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Fountain Hills, AZFountain Hills, 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. 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 Demonated 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.
J.P. Morgan Wealth Management - Private Client Advisor - Litchfield Park/Buckeye, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Litchfield Park/Buckeye, AZBuckeye, AZUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Prescott Valley, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Prescott Valley, AZPrescott Valley, AZUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Camelback and 44th) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Camelback and 44th)Phoenix, 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. 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 Demonated 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.
J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Glendale and 7th) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Glendale and 7th)Phoenix, 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. 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 Demonated 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.
NewWealth Advisor, BridgePort EPC Eneric PetroleumWealth Advisor, BridgePortPhoenix, AZAs a growing fee‑only registered investment adviser (RIA), we empower advisors to grow, protect, and leave a legacy on their terms through flexible partnership models, integrated technology, and personalized support. This role manages client portfolios, supports long‑term planning strategies, and helps grow client relationships through proactive service and trusted advice.
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.
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.
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.
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.
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.
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.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Lake Havasu, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Lake Havasu, AZLake Havasu City, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZTucson, 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.
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.
NewMerrill Advisor Development Program- Financial Advisor: Mid Land Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: Mid Land MarketPeoria, ArizonaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Wealth Advisor (Scottsdale, AZ) Mercer AdvisorsWealth Advisor (Scottsdale, AZ)Scottsdale, ArizonaOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Biltmore) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Biltmore)Phoenix, AZUsing 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 Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZScottsdale, AZUsing 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 Americas households and small businesses achieve their financial goals through a broad range of financial products.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteAZRemote$24.03–$26.44 / hourSuccessful 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.
NewMerrill Advisor Development Program - Financial Advisor: Greater Arizona Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Greater Arizona MarketPhoenix, ArizonaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different 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.
West Valley : Surprise / Sun City - Financial Advisor Desert Financial Credit UnionWest Valley : Surprise / Sun City - Financial AdvisorSun City, AZThe Financial Advisor applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to recommend appropriate solutions in the client's best interest. This role operates with appropriate guidance and oversight and is registered with Raymond James Financial, conducting business on behalf of the Investments & Financial Services program.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementGilbert, ArizonaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Virtual Financial Advisor - PNC Wealth Management PNC BankVirtual Financial Advisor - PNC Wealth ManagementArizonaIn 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.