44 cfp jobs at 28 companies in Coolidge, AZ
2mo
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Annuities Wholesaler - CFP
Scottsdale, Arizona, United States
OnsiteFull Time
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
2mo
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Associate Private Wealth Advisor
Phoenix, Arizona, United States
OnsiteFull Time
4+ YOE4-10 years in financial services; pursuing CFP; strong financial planning knowledge; detail-oriented; effective communicator.
eMoney
2mo
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Wealth Planner
Denver or Cottonwood Heights or Phoenix
HybridFull Time
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
1w
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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
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
2d
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Senior Manager, Concierge & Education Consulting Leader
Charlotte or Scottsdale or Malvern
HybridFull Time
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.
2w
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1834 Wealth Advisor III
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
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.
2mo
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Senior Wealth Advisor
Scottsdale, Arizona, United States
$125k-$175k/yr FieldFull Time
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.
3w
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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
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.
2mo
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Certified Financial Planner®– Matson Capital
Scottsdale, Arizona, United States
OnsiteFull Time
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.
4w
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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
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
3w
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Private Wealth Advisor - FineMark
Scottsdale, Arizona, United States
OnsiteFull Time
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
1w
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Senior Trust Advisor
Tempe or St. Louis
HybridFull Time
7+ YOEBachelor's degree and CTFA, JD, or CFP required; 7+ years trust and estate or related experience; deep fiduciary, estate planning, tax, and regulatory knowledge; strong written and verbal communication.
2mo
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Hydraulic Technician
Phoenix, Arizona, United States
$30-$40/hr OnsiteFull Time
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
1w
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Retirement Plan Consultant II - Phoenix, AZ
Scottsdale or Phoenix
RemoteFull Time
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.
1mo
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Investments Representative
Phoenix, Arizona, United States
HybridFull Time
3+ YOEManage and promote investment and insurance services, provide member financial planning and education, maintain product and regulatory knowledge, and meet sales goals. Requires securities and insurance licenses and CFP or equivalent experience.
Microsoft Word, Microsoft Excel
4w
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Risk Engineer (All Levels & Specialty Areas)
Alpharetta or Coral Gables or Franklin or Frisco or Hartford or New York or Philadelphia or California or Illinois or San Antonio or Scottsdale
$102k-$154k/yr FieldFull Time
Background in risk engineering or safety; consultative and technical writing skills; data analysis and digital tool proficiency; degree in engineering or equivalent experience; certifications such as CSP/CIH/CPCU/CFPS/ARM a plus.
AI-powered tools, data analytics, dashboards, mobile apps, client platforms
2mo
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Financial Advisor
Scottsdale, Arizona, United States
$60k-$80k/yr HybridFull Time
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.
3mo
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Vice President, Regional Advisory Consultant
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
HybridFull Time
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
2w
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JPM Wealth Management-Practice Management Consultant-Vice President-Phoenix
Phoenix, Arizona, United States
$105k-$173k/yr OnsiteFull Time
6+ YOE6+ years wealth management or sales experience, Series 7 and Series 66 required, CFP preferred, leadership and coaching experience, goals-based investment knowledge, strong written and executive communication skills.
2mo
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Senior Wealth Advisor
Phoenix or New Mexico or Arizona or Oregon or Oklahoma or Las Vegas
$121k-$170k/yr OnsiteFull Time
7+ YOEBachelor's degree, 7+ years financial planning and investment experience, financial accreditations (CPA, PFS, CFP, CFA) preferred, strong regulatory history, proficiency with Envestnet/Tamarac, Junxure, Orion, Redtail, and Microsoft Office.
Orion, Redtail, Microsoft Office, Envestnet/Tamarac, Junxure, Spiirall