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61 cfp jobs at 32 companies in Arizona

2mo
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Annuities Wholesaler - CFP
Scottsdale, Arizona, United States
OnsiteFull Time
Integrity Marketing Group
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
5+ YOESenior financial analyst experience; proficient in MS Excel; CFA/CPA a plus; Finance/Economics degree; knowledge of forecasting and cost accounting; ERP familiarity.
MS Excel, ERP, Finance databases
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Associate Private Wealth Advisor
Phoenix, Arizona, United States
OnsiteFull Time
The Bahnsen Group
The Bahnsen Group: Provides private wealth management and comprehensive financial planning services.
4+ YOE4-10 years in financial services; pursuing CFP; strong financial planning knowledge; detail-oriented; effective communicator.
eMoney
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2mo
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PWM Investment Analyst
Scottsdale or Denver
$76k-$89k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
0+ YOEBachelor's degree or equivalent; up to 3 years experience; strong communication; analytical; proficient with MS Office; CFP/CFA a plus.
Microsoft Office, Financial analysis software
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Wealth Planner
Denver or Cottonwood Heights or Phoenix
HybridFull Time
Sequoia Financial Group
Sequoia Financial Group: Provides wealth management and financial planning services.
3+ YOEBachelor’s degree in Financial Planning or Finance, CFP or advanced credential, 3-5+ years in financial planning, software proficiency, MS Office.
Financial planning software, Microsoft Office, Emoney
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2d
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Advice Methodology Analyst, Senior Specialist
Charlotte or Scottsdale or Malvern
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
8+ YOERequires 8+ years of related experience, with an undergraduate degree or equivalent training and experience. Investment and analytics experience preferred; graduate degree, CFP, or CFA preferred.
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2w
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
CAPTRUST
CAPTRUST: Provides investment advisory and retirement plan consulting services.
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
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1mo
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Financial Planning Specialist II
Urbana or Naperville or Kansas City or St. Louis or Tomahawk or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$64k-$80k/yr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
2+ YOEBachelor's in finance required, 2+ years financial planning experience, CFP required or ability to sit for exam, proficiency with Microsoft Office and Smartsheet, strong communication and analytical skills.
Microsoft Office, Smartsheet
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2d
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Advice Methodology Analyst, Senior Specialist
Malvern or Scottsdale or Charlotte
HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
8+ YOERequires 8+ years of related experience, an undergraduate degree or equivalent training and experience, and expertise in investments, analytics, methodology, and strategic initiatives. Graduate degree, CFP, or CFA preferred.
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3w
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1834 Wealth Advisor III
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
Old National Bank
Old National Bank: Provides personal and business banking and wealth management services.
7+ YOE7+ years wealth management experience with HNW clients, bachelor’s degree required; MBA/CFP/CFA/JD preferred; strong sales, financial planning, and investment strategy skills.
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3mo
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Senior Wealth Advisor
Scottsdale, Arizona, United States
$125k-$175k/yr FieldFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years advising clients with proven client acquisition and asset growth; CFP or CFA preferred; bachelor’s in finance/business/economics preferred; strong communication, organization, and sales skills.
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Senior Trustee Consultant
Fort Mill or Charlotte or New York City or Cleveland or San Diego or Austin or Tempe
$68k-$113k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
5+ YOEBachelor's degree,5+ years trustee services or investment industry experience,experience with high-net-worth clients,strong communication and organizational skills,CTFA/CFP/ChFC preferred.
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Senior Planner- High Net Worth
Scottsdale, Arizona, United States
$144k/yr HybridFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
10+ YOERequires CFP designation, bachelor's degree in business, finance, accounting, or law, 10+ years of industry experience, Series 7 and 66 licenses within six months, and an insurance license.
webinars
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2mo
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Certified Financial Planner®– Matson Capital
Scottsdale, Arizona, United States
OnsiteFull Time
Matson Money
Matson Money: Provides investment management and financial coaching for advisors.
5+ YOECFP designation required; 5+ years in financial planning/advising; Series 6/7/63/65/66; life insurance licensing; bachelor’s degree preferred; leadership training a plus.
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Private Wealth Advisor - FineMark
Scottsdale, Arizona, United States
OnsiteFull Time
Commerce Bank
Commerce BankNASDAQ: CBSH: Provides personal and commercial banking and wealth management services.
7+ YOEBachelor's in finance/economics or equivalent; 7+ years managing investment portfolios; proficiency with Microsoft Word/Excel/Teams/Outlook; Salesforce preferred; valid driver's license; CFA/CFP preferred.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
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Senior Trust Officer
Arizona or Tempe or Missouri or St. Louis
HybridFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
7+ YOEBachelor's degree, CTFA, JD, or CFP required, plus 7+ years of trust and estate management or related legal or financial services experience and advanced fiduciary, tax, estate, and investment knowledge.
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2mo
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Hydraulic Technician
Phoenix, Arizona, United States
$30-$40/hr OnsiteFull Time
Hydraulic Controls
Hydraulic Controls: Distributes hydraulic components and provides fluid power engineering services.
3+ YOEHigh school diploma, 3+ years related experience, ability to read schematics, knowledgeable with hydraulic/electrical/mechanical test equipment, able to lift up to 50 lbs, CFPS a plus.
power screwdriver, calipers, pressure gauges, oxy acetylene welding equipment, hydraulic test stand, solder iron, heat gun, vise, solder pot, hydraulic hose crimper, arbor press, band saw, automatic wire stripper
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3w
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Retirement Plan Consultant II - Phoenix, AZ
Scottsdale or Phoenix
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
High school diploma required (Bachelor's preferred). Series 7/66 and state insurance licenses required or preferred; CFP/ChFC desirable. Strong presentation skills; bilingual Spanish a plus.
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1mo
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Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Phoenix, Arizona, United States
$140k-$190k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
CFP or CFA and Bachelor's required, Series 7 and 66 required (may be obtained within 120 days), demonstrated complex client relationship and financial planning skills, strong time management and communication.
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2mo
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Financial Advisor
Scottsdale, Arizona, United States
$60k-$80k/yr HybridFull Time
Global Credit Union
Global Credit Union: Member-owned financial cooperative providing banking and lending services.
3+ YOERequires Series 7,63 and/or 65/66 and Life & Health insurance licenses; 3+ years financial services sales experience; LUTCF/CLU/ChFC/CFP and bachelor’s preferred; must travel as required.
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3mo
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Vice President, Regional Advisory Consultant
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
HybridFull Time
Osaic
Osaic: Provides wealth management services to independent financial advisors.
5+ YOESeries 7 required; 5+ years in a similar role; travel 50-75%; Bachelor's degree required, Master's preferred; CFP or CIMA preferred; strong advisory platform knowledge and sales orientation.
CRM software
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