USAANewLicensed Retirement Income Advisor – Sales & Planning (Sign-On Bonus) - Phoenix USAALicensed Retirement Income Advisor – Sales & Planning (Sign-On Bonus) - PhoenixPhoenix, AZ$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Charles SchwabSenior Manager, Bank Lending Product Management (Non-Tech) Charles SchwabSenior Manager, Bank Lending Product Management (Non-Tech)Phoenix, AZTo seize this growth opportunity, we will build products and services to help HNW clients and RIA firms with complex credit profiles, and higher service level expectations requiring a unique approach with specialized expertise to serve their needs. Reporting to the Director of Product Management, the Sr Manager, Product Manager will be responsible for developing plans to expand our HNW lending capabilities and aid in establishing the strategic direction for delivery of those products.
BOK Financial CorpPrivate Wealth Advisor BOK Financial CorpPrivate Wealth Advisorscottsdale, 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. This level of knowledge is normally acquired through completion of a bachelors and 5 \u2013 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience.
Trajan Wealth LLCAccount 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 / yearSecurities 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.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorGilbert, Arizona$61,000–$250,000 / yearNorthwestern 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.
Trajan Wealth LLCNewFiduciary Advisor (Remote/Nationwide) - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor (Remote/Nationwide) - 100-150K Base Salary Plus BonusScottsdale, AZRemoteDuties And ResponsibilitiesLead Educational SeminarsHost and present retirement and financial planning seminars within your territoryEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planningBuild trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophyConvert seminar attendees into long‑term client relationships through a proven and repeatable processEstablish and Grow a MarketYou're not taking a job, it's the key role to building a new marketServe as the lead representative of Trajan Wealth within your territory, building brand presence and trust in the local marketDevelop and grow a client base through seminars, referrals, and strategic community engagementBuild and scale a local advisory practice as part of Trajan's national expansion strategyEstablish yourself as a trusted resource for retirement, investment, tax, and estate planning within your communityConduct in-depth meetings with clients and prospective clients to understand their financial goals, concerns, and overall financial pictureDesign and implement customized financial strategies that integrate investment management, tax planning, and estate considerationsHelp clients make informed decisions and remain confident in their financial future through all market environmentsCollaborate with Internal TeamsYou're supported by a machine that helps you win. What Makes Trajan DifferentIn-house marketing agency (radio, TV, seminars, digital)Dedicated client development team delivering even more qualified meetings per week above and beyond educational seminarsFull operational infrastructure: client service, CRM, investment, IT, HR, complianceA proven, repeatable sales processIntegrated estate and tax planning through in-house attorneys and CPAsYou focus on meeting clients and closing business.
Beacon Pointe Advisors LLCSenior 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.
Trajan Wealth LLCPortfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus) Trajan Wealth LLCPortfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus)Scottsdale, AZThe 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ ( Bell & Thomson Peak) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ ( Bell & Thomson Peak)Scottsdale, 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 Required qualifications, capabilities, and skills 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 Demonstrated 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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Goodyear, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Goodyear, AZgoodyear, 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 Required qualifications, capabilities, and skills 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 Demonstrated 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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bullhead City, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bullhead City, AZbullhead city, 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 Required qualifications, capabilities, and skills 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 Demonstrated 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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZscottsdale, 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 Required qualifications, capabilities, and skills 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 Demonstrated 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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. 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.
U.S. BancorpAlternative Investment Accountant 2 U.S. BancorpAlternative Investment Accountant 2Tempe, AZ$66,640–$78,400 / yearJob Description Alternative 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)Mesa, AZChase 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. 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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
JPMorgan Chase Bank, N.A.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.
USAANewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) - Phoenix USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) - PhoenixGlendale, AZ$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.* Integrate risk management tools, products, and strategies to create an effective retirement income plan.* Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.* Develops and communicates appropriate retirement income strategies based on individual member needs.*
USAA CareersNewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) - Phoenix USAA CareersLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) - PhoenixPhoenix, AZ$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.* Integrate risk management tools, products, and strategies to create an effective retirement income plan.* Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.* Develops and communicates appropriate retirement income strategies based on individual member needs.*
Northern TrustRegistered Associate II Northern TrustRegistered Associate IITempe, AZFull timeNorthern 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. About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
The PNC Financial Services Group IncWealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementPhoenix, AZIn 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.
GoldBook FinancialFinancial Advisor GoldBook FinancialFinancial AdvisorScottsdale, AZ$50,000–$150,000 / yearThe Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners.
Osaic IncVP, Osaic Advisors Channel Compliance Osaic IncVP, Osaic Advisors Channel ComplianceScottsdale, AZThe ideal candidate will have (1) a successful RIA compliance track record, (2) demonstrated an ability to implement technology solutions to support an RIA model, (3) significant experience interacting with regulators and organizational leadership, (4) broad experience with the regulation of investment advisors, (5) a proven ability to lead, design and implement core areas of a best-in-class advisory compliance program, (6) develop program level metrics and executive reporting to relevant committees and the Board, and (7) familiarity with industry trends and leading advisory compliance technology. Responsibilities: Responsible for supporting the 206(4)-7 compliance program, developing and administering investment advisory policies and procedures, updating and delivering required regulatory documents (Form ADV, CRS), and completing required regulatory filings (Form ADV, 13F, 13G).Develop, implement, and evolve advisory policies and procedures, surveillance and testing, compliance program administration, and product and platform compliance.
Morgan Stanley E-TRADERegistered Client Service Associate - Gilbert,AZ Morgan Stanley E-TRADERegistered Client Service Associate - Gilbert,AZGilbert, AZPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
Morgan StanleyNewRegistered Client Service Associate - Gilbert,AZ Morgan StanleyRegistered Client Service Associate - Gilbert,AZGilbert, AZPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance theclient experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley's products and solutions in a professional and efficient manner - all while staying up to date on both company products and services and broader trends in the industry.
WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform, Full Book PortabilityPrescott, AZ$80,000–$239,200W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210.
Global Credit UnionNewFinancial Advisor Global Credit UnionFinancial AdvisorMesa, Arizona$60,000–$80,000 / yearCompensation: Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move Conversation (Southern AZ) WealthBridge Financial GroupExperienced Financial Advisor - Confidential Move Conversation (Southern AZ)Catalina Foothills, AZ$80,000–$239,200W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210.
Edelman Financial Engines LLCFinancial Consultant - Client Growth & Retention Edelman Financial Engines LLCFinancial Consultant - Client Growth & RetentionPhoenix, 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.
Beacon Pointe Advisors LLCAccount Services Associate Beacon Pointe Advisors LLCAccount Services AssociateScottsdale, AZThe Account Services Associate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Beacon Pointe Advisors LLCSenior Trading Associate Beacon Pointe Advisors LLCSenior Trading AssociateScottsdale, AZThe successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Beacon Pointe Advisors LLCAccount Services Specialist Beacon Pointe Advisors LLCAccount Services SpecialistScottsdale, AZThe successful candidate will join a highly talented team of professionals that provide service to the investment management and financial planning needs of high-net-worth individuals, families and institutions. Communicate with custodians (e.g., Schwab, Fidelity, Pershing, SEI, Raymond James) to submit, monitor, and resolve all deceased‑related requests, including account restrictions, retitling, and distribution processing.
Beacon Pointe Advisors LLCClient Service Associate Beacon Pointe Advisors LLCClient Service AssociateScottsdale, AZThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.
Trajan Wealth LLCLearning and Development Manager - 100-150K base plus bonus Trajan Wealth LLCLearning and Development Manager - 100-150K base plus bonusScottsdale, AZThis role will be responsible for onboarding and developing Financial Advisors, while also overseeing training initiatives for all employees to ensure consistency in knowledge, performance, and the overall Trajan client experience. This is a high-impact position ideal for a professional with experience in financial services who is passionate about building scalable training programs, enhancing employee performance, and supporting a growing organization.
Trajan Wealth LLCCo-Director of Finance - 170k-225K base plus bonus Trajan Wealth LLCCo-Director of Finance - 170k-225K base plus bonusScottsdale, AZIn this role, you'll work alongside the existing Director of Finance to co-lead the department, split key responsibilities, and collaboratively drive the financial strategy, planning, and operations that support our mission: helping clients secure and grow their financial future. This is a unique opportunity for a dynamic financial professional to step into a high-impact leadership role with shared ownership of strategic initiatives, operational excellence, and system-wide improvements across a fast-paced, service-driven organization.
Caliber Services, LLCSenior Tax Manager Caliber Services, LLCSenior Tax ManagerScottsdale, AZ$125,000–$140,000Who we are: Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments. . Partner closely with Finance, Accounting, and other internal stakeholders to obtain accurate and timely data, ensure proper tax adjustment calculations, and develop a thorough understanding of the book accounting treatment of tax-sensitive items.
Caliber Services, LLCFinancial Reporting Senior Associate Caliber Services, LLCFinancial Reporting Senior AssociateScottsdale, AZ$75,000–$85,000Who we are: Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments. . This role collaborates with departments at all levels to gather and validate financial data, contributing to the preparation of reports and financial statements for the SEC, investors, and lenders.
LPL Financial Holdings IncAVP, Industry Research & Competitive Strategy - Affiliation Models LPL Financial Holdings IncAVP, Industry Research & Competitive Strategy - Affiliation ModelsTempe, AZCore Competencies: • Deep understanding of wealth management ecosystems, advisor business models, and industry trends • Strong analytical, critical thinking, and problem-solving skills • Ability to synthesize large amounts of information into clear, concise findings • Strong communication and presentation skills • Ability to influence stakeholders and work cross-functionally in a dynamic environment. The 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.
Parallel AdvisorsWealth Strategist Parallel AdvisorsWealth StrategistScottsdale, AZThe Wealth Strategist at Parallel Advisors is an associate level role, which will be joining a fast-growing Registered Investment Advisory firm with a culture of entrepreneurship, education, and collaboration. As a Wealth Strategist, you will work closely with your Manager and team to support current clients and prospects through administrative and technical assistance work.
PetSmartSupply Chain Financial Planner- Transportation PetSmartSupply Chain Financial Planner- TransportationPhoenix, ArizonaEvery associate plays a vital role in creating meaningful experiences for pets and their families, and we empower our teams with the tools, resources, and opportunities to grow and succeed. This entry-level role will support financial planning, reporting, and analysis for transportation operations, helping to provide insights into cost drivers and overall supply chain performance.
LESLIES POOLMART INCRetail Merchandise Financial Planner LESLIES POOLMART INCRetail Merchandise Financial PlannerPHOENIX, AZPart timeWe 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. 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.