5 advisory analyst jobs at 3 companies in Phoenix, AZ
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Product Analyst I - Investment Advisory
Tempe or St. Louis
HybridFull Time
1+ YOEBachelor's degree required; 1–3 years of financial services, product management, or strategic planning experience preferred. SIE, Series 7 Top-Off, and Series 66 required within 12 months.
SIE, Series 7 Top-Off, Series 66
2d
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Product Analyst I - Investment Advisory
Tempe or St. Louis
HybridFull Time
Bachelor's degree required; 1–3 years of financial services, product management, or strategic planning experience preferred. SIE, Series 7 Top-Off, and Series 66 required within 12 months.
3d
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Associate Data Recon Analyst, Advisory Accounting
Tempe, Arizona, United States
$23-$39/hr OnsiteFull Time
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
3d
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Associate Data Recon Analyst, Advisory Accounting
Tempe, Arizona, United States
$23-$39/hr OnsiteFull Time
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
3w
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Wealth Analyst
Scottsdale, Arizona, United States
OnsiteFull Time
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)