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48 cfp jobs at 30 companies in Buckeye, AZ

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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2mo
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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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Associate Financial Advisor
Phoenix, Arizona, United States
$65k-$85k/yr RemoteFull Time
Endeavor Advisors
Endeavor Advisors: Independent financial planning and investment advisory firm.
2+ YOE2-5 years in financial planning; strong communication; CFP exam passed preferred; experience with RightCapital and Dimensional Funds a plus.
RightCapital, CRM, Dimensional Funds
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2mo
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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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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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2mo
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Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
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1w
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Senior Manager, Concierge & Education Consulting Leader
Charlotte or Scottsdale or Malvern
HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
Proven leadership in retirement recordkeeping or client-facing teams, ability to engage plan sponsors and partners, strong communication and strategic execution, willing to obtain Series licenses, CFP desired.
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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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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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4w
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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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6d
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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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Personal Financial Counselor - Luke AFB
United States
$58k-$94k/yr OnsiteFull Time
Magellan Health
Magellan HealthNYSE: CNC: Provides managed healthcare, behavioral health, and pharmacy benefit services.
3+ YOE3+ years financial counseling; bachelor’s degree (or equivalent experience); US citizenship; English fluency; may be bilingual; AFC/CFP/ChFC certifications; eligible for OCI; Tier 2 investigation.
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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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1mo
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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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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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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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1mo
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Director of Private Client Strategy
Urbana or Champaign or Decatur or Denver or Creve Coeur or East Peoria or Scottsdale or Dallas or Phoenix or Leawood or Bloomington
$140k-$193k/yr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
12+ YOEProven private banking/wealth leadership with 12+ years experience, bachelor’s degree required (MBA/JD/CFP preferred), CRM and analytics experience, strong client acquisition and regulatory knowledge.
CRM
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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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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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