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139 financial advisor jobs at 47 companies in Phoenix, AZ

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Financial Advisor
Scottsdale, Arizona, United States
$100k-$250k/yr OnsiteFull Time
Wisepath Financial Group
Wisepath Financial Group: Providing personalized wealth management and comprehensive estate planning services.
3+ YOEActive Series 7 and 66 (or Series 6 and 63/65), state life & health insurance, 3+ years producing advisor experience, clean FINRA BrokerCheck record, entrepreneurial mindset, consultative planning.
FINRA BrokerCheck
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2mo
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Financial Advisor
Glendale, Arizona, United States
$60k-$80k/yr HybridFull Time
Global Credit Union
Global Credit Union: Member-owned financial cooperative providing banking and lending services.
3+ YOESeries 7/63 and/or 65/66 and Life & Health licenses, 3+ years financial services sales experience, ability to present financial plans, meet production goals, and travel as required.
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3w
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Financial Advisor
Gilbert, Arizona, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Requires ambition, self-motivation, relationship-building, critical thinking, and interest in financial services. One of financial services or sales experience, registration, certification, career progression, or equivalent bachelor's education is required.
social media
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1mo
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Financial Advisor
Phoenix or Sun City West
$52k-$96k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
4+ YOEProvides financial and investment planning and advice, sells managed and fee-based products, develops financial plans, meets sales targets; requires 4+ years relevant experience, FINRA and insurance licenses, and strong analytical and communication skills.
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Financial Advisor - Tucson, AZ
Tucson or Scottsdale
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides retirement solutions, life insurance, and investment management services.
2+ YOEHigh school diploma or GED; 2+ years as Financial Advisor; active FINRA Series 7, Series 63 and 65 or 66; active state life and health license; proven sales track record.
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2mo
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Financial Advisor
Scottsdale, Arizona, United States
$50k-$150k/yr OnsiteFull Time
Goldbook Financial
Goldbook Financial: Provides wealth management, insurance, and financial planning services.
3+ YOEBachelor's degree, 3+ years financial advisory experience, active FINRA Series 7 and Series 66 (or 63/65), proven production track record, strong communication, and compliance knowledge.
eMoney, MoneyGuidePro, Morningstar
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1mo
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Financial Advisor
Scottsdale, Arizona, United States
$100k-$150k/yr HybridFull Time
Heffernan Insurance Brokers
Heffernan Insurance Brokers: Independent insurance brokerage providing risk management and financial services.
2+ YOEBachelor's in finance/business preferred, 2+ years financial services experience, proven book growth, CFP/CFA preferred, Series 7 and 65 required, B/D approval, strong communication and presentation skills, advanced Microsoft Suite.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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1w
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Financial Advisor - Phoenix, AZ
Phoenix, Arizona, United States
RemoteFull Time
Corebridge Financial
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
2+ YOEHigh school diploma/GED, ideally 2+ years as a financial advisor, proven sales track record, active Series 7 and Series 63 plus 65 or 66, state variable life and health license, strong communication and planning skills.
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Experienced Financial Advisor
Chandler, Arizona, United States
OnsiteFull Time
Cambridge Financial Services
Cambridge Financial Services: Provides comprehensive financial planning and wealth management services.
Seeking ethical, competent, and productive financial services professionals with experience building or managing a financial practice; systems, support, and training are provided.
Microsoft Office
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1w
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Financial Advisor, Specialist
Malvern or Scottsdale or Charlotte
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
3+ YOECFP designation, FINRA Series 7, 63, and 65/66 licenses, undergraduate degree or equivalent experience, and 3+ years of financial planning and client relationship management experience.
Client Relationship Management (CRM)
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1w
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Financial Advisor, Specialist
Malvern or Scottsdale or Charlotte
HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOECFP designation and FINRA Series 7,63,65/66 required; undergraduate degree or equivalent; minimum 3 years financial planning and client relationship experience; strong communication and regulatory knowledge.
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1mo
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Centralized Financial Advisor
Phoenix, Arizona, United States
RemoteFull Time
Desert Financial
Desert Financial: Member-owned credit union providing personal and business banking services.
2+ YOEHigh school diploma required; 2+ years financial industry and client service experience; Series 7 and Series 66 (or 63 & 65), AZ Life/Health insurance required; phone sales experience and strong communication skills.
Microsoft Access, Microsoft Excel, Microsoft Word
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1w
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Financial Advisor
Gilbert, Arizona, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, entrepreneurial ambition, relationship-building or client-facing success, time management, critical thinking, communication, motivation, and US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
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2mo
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Financial Advisor - Phoenix, AZ
Phoenix, Arizona, United States
OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
3+ YOE3+ years in financial services sales; Life/HealthLicensed; Series 65; college degree preferred; strong communication and MS Office skills.
MS Office Suite, Outlook, Excel, Word, PowerPoint, Redtail/CRM
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2mo
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Advisor Financial Aid
Phoenix, Arizona, United States
RemoteFull Time
Universal Technical Institute
Universal Technical InstituteNYSE: UTI: Provides career-focused technical training for skilled trades.
3+ YOEHigh school diploma or GED; 3 years in customer service or sales; 2 years Financial Aid experience preferred; strong computer and communication skills.
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1w
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Vice President, Financial Advisor
Scottsdale, Arizona, United States
$200k-$250k/yr RemoteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
5+ YOEBachelor's degree or equivalent experience in business, finance, economics, or related field; 5+ years as a registered representative with Series 65, 7/66, or advanced designation; complex financial planning experience and strong analytical skills.
Microsoft Office Suite, Salesforce, Support Org
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3w
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Financial Aid Advisor
Tempe, Arizona, United States
OnsiteFull Time
Unitek Learning
Unitek Learning: Provides nursing and healthcare degree programs through professional colleges.
2+ YOE2+ years financial aid experience, bachelor’s degree preferred, proficiency with Campus VUE and Microsoft Word/Excel/Outlook, excellent customer service, attention to detail, and ability to counsel students.
Campus VUE, Microsoft Word, Microsoft Excel, Microsoft Outlook
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1mo
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Associate Financial Advisor
Phoenix, Arizona, United States
OnsiteFull Time
Baird
Baird: Employee-owned financial services firm providing wealth and asset management.
3+ YOEUndergraduate degree in finance, accounting, economics, or equivalent; three years of client-facing investment experience; SIE and Series 7/66 or Series 7/63/65 licenses; CFP, CPWA, or JD pursuit required.
LinkedIn
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1mo
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Associate Financial Advisor
Phoenix, Arizona, United States
OnsiteFull Time
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
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.
LinkedIn
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1mo
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Wealth Financial Advisor
Phoenix or Santa Barbara or San Diego or San Francisco or San Ramon or Los Angeles or Fort Lauderdale or Leawood or Miami or Chicago or New York
$90k-$100k/yr HybridFull Time
CAPTRUST
CAPTRUST: Provides investment advisory and retirement plan consulting services.
4+ YOESeries 65 required (obtain within 90 days), 4+ years sales/wealth management experience, strong communication and analytical skills, proficiency with Microsoft Office and GAP analysis tools, college degree preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, GAP analysis tools, vendor website navigation
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