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5 advisory analyst jobs at 4 companies in Maryvale, AZ

2w
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Associate Data Recon Analyst, Advisory Accounting
Tempe, Arizona, United States
$23-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
1+ YOEBachelor's degree, 1+ year in financial services or brokerage operations, advanced Microsoft Excel skills, communication, organization, attention to detail, and problem-solving abilities.
Microsoft Excel, Microsoft SQL
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2w
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Associate Data Recon Analyst, Advisory Accounting
Tempe, Arizona, United States
$23-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
1+ YOEBachelor's degree, preferably in finance, and 1+ year in financial services or brokerage operations. Requires advanced Microsoft Excel, reconciliation, analytical, communication, and problem-solving skills.
Microsoft Excel, Microsoft SQL Server
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1mo
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Wealth Analyst
Scottsdale, Arizona, United States
OnsiteFull Time
Crewe Advisors
Crewe Advisors: Fee-based multi-family office serving individuals, families, entrepreneurs, and executives with investment management, planning, and family-office services.
1+ YOE1–3 years experience in advisory or client support preferred; Series 65 or willingness to obtain; experience with planning and CRM software; strong client service and communication skills.
eMoney, MoneyGuide Pro, CRM, Charles Schwab, Fidelity (Wealthscape)
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1d
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Financial Program Analyst
Phoenix or Lakewood or Loveland
$111k-$154k/yr HybridFull Time
Western Area Power Administration
Western Area Power Administration: Federal Department of Energy power marketing agency delivering cost-based hydroelectric power and transmission to public customers.
1+ YOEOne year of specialized experience equivalent to GS-12 in financial advisory services, budgeting, accounting, financial systems, alternate funding, and GAAP compliance; U.S. citizenship and moderate-risk suitability required.
GAAP, FASB, FASAB, GAO, OMB, SF-50, OGE-450, USAJOBS, login.gov
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1w
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Compliance Analyst - IA Oversight
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$65k-$69k/yr HybridFull Time
Osaic
Osaic: Private U.S. wealth-management firm supporting financial professionals and institutions with brokerage, advisory, technology, and back-office services.
2+ YOERequires 2+ years in financial compliance, strong communication, analytical, research, problem-solving, and time-management skills, plus MS Office proficiency. Bachelor's preferred; securities licenses and investment advisory experience are a plus.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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