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
1d
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Senior Planner- High Net Worth
Tempe or St. Louis
HybridFull Time
10+ YOECFP and bachelor’s degree required, 10+ years industry experience, Series 7 and 66 and insurance license within 6 months, travel up to 20%.
1w
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1834 Wealth Advisor III
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
7+ YOE7+ years wealth management experience with high-net-worth clients; bachelor’s degree required; CFP/MBA/CFA/JD preferred; strong sales, planning, and investment knowledge.
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.
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
3w
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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
2mo
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Personal Financial Counselor - Luke AFB
United States
$58k-$94k/yr OnsiteFull Time
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.
1mo
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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
2mo
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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
1w
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Financial Advisor Manager; Personal Advisor Services | High Net Worth Advice
Scottsdale, Arizona, United States
HybridFull Time
5+ YOELead and coach CFP® advisors serving high-net-worth clients; 5+ years in financial services; supervisory experience preferred; undergraduate required or equivalent; regulatory license/registration required.
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.
1mo
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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
3w
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Risk Engineer (All Levels & Specialty Areas)
Hartford or New York City or Franklin or Coral Gables or Alpharetta or San Antonio or Illinois or Scottsdale or Frisco or Philadelphia or California
$102k-$154k/yr FieldFull Time
Background in risk engineering, safety, or related fields; degree in engineering or related discipline (or equivalent experience); consultative and technical writing skills; familiarity with digital tools; certifications such as CSP, CIH, CPCU, CFPS, or ARM are a plus.
3w
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Client Service Associate
Phoenix, Arizona, United States
$60k-$70k/yr HybridFull Time
0+ YOEHigh school diploma required; bachelor’s in finance/accounting/economics preferred. 0–2 years paraplanning or financial planning experience; CFP/Series licenses preferred or willingness to obtain. Proficient in Outlook, Word, Excel, PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Wealth Advisor, Schwab Wealth Advisory
Phoenix, Arizona, United States
$100k-$145k/yr OnsiteFull Time
Bachelor's degree and active FINRA Series 7 and Series 66 (or equivalent). Client-focused financial planning skills, strong time management, coachability, and ability to translate complex concepts; CFP®/CFA® preferred.
1mo
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Associate Financial Advisor
Phoenix, Arizona, United States
OnsiteFull Time
3+ YOEUndergraduate degree in finance/accounting/economics, SIE and Series 7 (with 66 or 63/65), 3+ years client-facing investment experience, pursue advanced designations (CFP/CPWA/JD), strong presentation and communication skills.
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