NewPrivate Wealth Advisor Bok FinancialPrivate Wealth AdvisorPhoenix, AZWe encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.
Investment Advisor III - Private Bank PNC BankInvestment Advisor III - Private BankPhoenix, ArizonaPNC 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.
Sr Investment Advisor - Private Bank PNC BankSr Investment Advisor - Private BankPhoenix, ArizonaPNC 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.
Sr Investment Advisor - Private Bank The PNC Financial Services Group IncSr Investment Advisor - 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.
Investment Advisor III - Private Bank The PNC Financial Services Group IncInvestment Advisor III - 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.
Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Scottsdale Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - ScottsdaleScottsdale, AZHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
Investment Associate/Registered Client Associate Royal Bank of CanadaInvestment Associate/Registered Client AssociatePhoenix, ArizonaCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details . You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
Investment Advisor Representative Farm Bureau Financial ServicesInvestment Advisor RepresentativeScottsdale, ARIZONAEnjoy a generous commission schedule with increased earning potential as your business grows, plus opportunities to earn travel incentives and cash bonuses for top performers. We offer advisors access to industry-leading tools, resources, and supportempowering you to serve clients with confidence.
NewClient Services – New Business – Investment Specialist Trajan Wealth LLCClient Services – New Business – Investment SpecialistScottsdale, AZFull timeRole Overview The Client Services - New Business - Investment Specialist is responsible for accurately and promptly processing all new investment account openings and incoming investment account transfers, and for coordinating investment-related service requests from submission through completion. Accurately enter and update client account data and case status within the CRM.Follow up and resolve new business cases that are not in good order or require additional information from clients or custodians.
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.
Family Office Fiduciary Advisor Trajan Wealth LLCFamily Office Fiduciary AdvisorScottsdale, AZFull timeRole Overview Trajan Wealth is seeking an experienced, client-focused Family Office Fiduciary Advisor to serve as the primary relationship manager for an established book of high-net-worth and retirement-focused clients. The Family Office Fiduciary Advisor acts as a trusted partner to clients, providing guidance across investment management, retirement planning, estate planning coordination, tax-efficient strategies, and wealth preservation.
Talent Acquisition Specialist - Advisor Recruiting Trajan Wealth LLCTalent Acquisition Specialist - Advisor RecruitingScottsdale, AZFull timeRole Overview The Talent Acquisition Specialist, Financial Advisor Recruiting, plays a critical role in supporting Trajan Wealth growth by identifying, attracting, and hiring experienced Financial Advisors nationwide. 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.
Associate Family Office Fiduciary Advisor Trajan Wealth LLCAssociate Family Office Fiduciary AdvisorScottsdale, AZFull timeAs an Associate Family Office Fiduciary Advisor, you will serve as a trusted point of contact for clients, helping deliver an exceptional service experience while supporting investment, retirement, estate, and tax planning conversations. Working closely with Senior Advisors, Portfolio Management, Client Services, and Planning Specialists, you will play a key role in deepening client relationships and coordinating comprehensive family office solutions.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate- Scottsdale, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- Scottsdale, AZScottsdale, 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. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate- San Tan Valley, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- San Tan Valley, AZSan Tan Valley, 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. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewAdvisor Platform Support Associate The Charles Schwab CorpAdvisor Platform Support AssociatePhoenix, AZProvide technical and solutions-based service - Troubleshoot website, platform, login, navigation, data access, browser, and system-related issues for Registered Investment Advisors (clients), delivering timely, professional, and courteous problem resolution while clearly documenting client interactions and resolution steps. Through your client conversations you will: Educate clients - Respond directly to client inquiries over the phone and engage clients in discussions focused on educating, and providing guidance as it relates to their website navigation needs.
NewFinancial Advisor Northwestern MutualFinancial AdvisorTucson, 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.
NewSenior Investment Associate Northern Trust CorpSenior Investment AssociateScottsdale, AZAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. The successful candidate will benefit from having: Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings.
Senior Product Manager, Advisor Analytics & Insights Advisor GroupSenior Product Manager, Advisor Analytics & InsightsScottsdale, ArizonaIn this role, you will own the end-to-end product lifecycle for the technology that helps advisor offices grow and serve their clients — from early-stage exploration and rapid prototyping to validated concepts and scalable production solutions — spanning client service and acquisition tools, client portal platforms, advisor-office CRMs, and practice-management technology. As a Senior Product Manager, Digital Solutions , you will lead the discovery and delivery of innovative digital products, translating complex problems into actionable solutions that delight customers and drive business impact.