12 private wealth jobs at 11 companies in Phoenix, AZ
1d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ
Scottsdale, Arizona, United States
OnsiteFull Time
4+ YOERequires 4+ years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, sales, business development, analytical, and relationship management skills.
4d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ
Scottsdale, Arizona, United States
OnsiteFull Time
4+ YOERequires four-plus years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, analytical, interpersonal, business development, and relationship management skills.
1d
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Private Wealth Advisor
Phoenix, Arizona, United States
$200k-$225k/yr OnsiteFull Time
5+ YOEBachelor’s degree in finance, business, or related field; 5–7+ years in wealth management or entrepreneurial environments; success serving high-net-worth clients; Series 65 required; Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
1mo
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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
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
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
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
3mo
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Sr Private Bank Relationship Manager
Irvine or Phoenix
$129k-$238k/yr OnsiteFull Time
10+ YOEBachelor's degree; 10+ years in financial services; bank MLO with SAFE Act registration; Series 7/66 and CFP/CIMA/CPWA/ChFC/CTFA/CPA/CFA/CWS/AWMA preferred; occasional travel; strong credit, analytical, and wealth management skills; private banking and relationship management experience.
3w
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J.P. Morgan Wealth Management – Private Client Advisor - Peoria, AZ
Peoria or Peoria
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; proven client acquisition and relationship skills; Series 7 and Series 66/63/65 and life/health/long term care insurance licenses required or must be obtained within 60 days; CFP and bachelor\u0002s preferred.
1mo
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Private Banking Officer I or II - Phoenix
Phoenix, Arizona, United States
$76k-$105k/yr HybridFull Time
1+ YOEDevelop and maintain banking, lending, and wealth management relationships for affluent clients; originate loans; manage portfolios; 1–5 years financial industry experience depending on level; BA/BS preferred; knowledge of banking products, regulations, and financial statement analysis.
3d
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Private Wealth Trust Market Manager - Colorado, Arizona and New Mexico
Denver or Phoenix or Scottsdale or New Mexico
$175k-$250k/yr OnsiteFull Time
8+ YOEBachelor's degree in business administration or finance and 8+ years of relevant financial services experience, or 14+ years equivalent experience; requires investment, banking, trust, leadership, sales, and communication expertise.
2w
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Trust Officer Senior
Scottsdale, Arizona, United States
OnsiteFull Time
Experience overseeing trust account administration, supervising or mentoring junior staff, background in private banking/wealth management or estate settlement, and familiarity with specialized assets.
2mo
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UHNW Senior Mortgage Consultant
Dallas or Tempe
OnsiteFull Time
4+ YOE4-8 years private wealth sales or operations experience; high school diploma; eligible to register with NMLS as a mortgage loan originator; strong mortgage product and regulatory knowledge; MS Office proficiency and strong communication skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint