100 series 65 jobs at 42 companies in Phoenix, AZ
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Financial Advisor – Global Credit Union
Scottsdale, Arizona, United States
$60k-$80k/yr OnsiteFull Time
3+ YOERequires Series 7 and Series 66 (or 63/65), insurance license, and three or more years of investment sales experience.
1mo
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Retirement Plan Sales Consultant
Phoenix or Tucson
HybridFull Time
High school diploma/GED, relevant industry experience, FINRA Series 65 (or Series 7+66 or ability to obtain 65), strong presentation/negotiation skills, proficient with CRM/technology, ability to travel.
CRM
1w
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred. Active Series 7 and Series 66, or Series 63 and Series 65, with two or more years of financial industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3mo
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Multiline Agent IAR
Casa Grande, Arizona, United States
FieldFull Time
Must obtain or hold Property & Casualty, Life & Health, SIE, Series 7 and Series 66 or Series 63/65 licenses; relationship-building, entrepreneurial mindset, and sales experience preferred.
RBC Wealth Management
1w
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Registered Client Service Associate
Scottsdale, Arizona, United States
OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred. Requires active Series 7 and applicable Series 66, Series 63, and Series 65 registrations, plus strong financial services knowledge and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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Sr. Financial Advisor - Edward Jones Connection
Tempe or St. Louis
HybridFull Time
5+ YOECurrent Series 7 and 66 (or Series 63 and 65), 5+ years securities industry experience, bachelor’s preferred, strong communication, critical thinking, and technical skills.
Salesforce, MoneyGuide, Microsoft Excel
1w
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Licensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)
Plano or Tampa or Phoenix
$64k-$122k/yr HybridFull Time
4+ YOEHigh school diploma/GED, active Group 1 Life license, FINRA Series 7 and Series 66 or Series 63 and 65, and 4 years of financial industry experience including retirement income planning or sales.
Money Guide, Salesforce CRM
1mo
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Client Service Associate, Wealth Management
Scottsdale, Arizona, United States
HybridFull Time
2+ YOEBachelor's degree preferred; 0-3 years (2+ preferred) in financial services or client service; Series 65/SIE/Series 7/Series 66 preferred; Microsoft Office proficiency; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Advice Consultant - Workplace Branch
Westlake or Richfield or Phoenix or Lone Tree or Austin
$74k-$125k/yr OnsiteFull Time
Active Series 7 and Series 66 or 63/65 licenses required. Bachelor's degree or equivalent experience preferred, with strong communication skills and knowledge of wealth management and financial planning.
5d
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Director, Retirement Planner - Phoenix, AZ
Phoenix, Arizona, United States
RemoteFull Time
5+ YOERequires 5+ years in investment sales, wealth management, or financial planning; Series 7 and 63 required, Series 66 preferred, and ability to obtain 65/66 within 90 days.
ERISA
2mo
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Financial Advisor
Scottsdale, Arizona, United States
$50k-$150k/yr OnsiteFull Time
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
2w
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Financial Advisor - Edward Jones Connections
Tempe or St. Louis
$63k/yr HybridFull Time
5+ YOECurrent Series 7 and 66, or Series 63 and 65, licenses; 5+ years of securities industry experience; strong investment knowledge, communication, critical thinking, customer service, and computer skills.
Webex, Salesforce, MoneyGuide, Microsoft Excel
5d
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Director, Retirement Planner - Phoenix, AZ
Phoenix, Arizona, United States
RemoteFull Time
5+ YOERequires 5+ years in investment sales, wealth management, or financial planning; Series 7 and 63 required, Series 66 preferred, with ability to acquire 65/66 within 90 days. Bachelor's preferred.
3w
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Financial Advisor
Scottsdale, Arizona, United States
$100k-$250k/yr OnsiteFull Time
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
2mo
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Financial Advisor - Tucson, AZ
Tucson or Scottsdale
RemoteFull Time
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.
2mo
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Associate Financial Advisor
Phoenix, Arizona, United States
OnsiteFull Time
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
2mo
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Financial Advisor - Phoenix, AZ
Phoenix, Arizona, United States
OnsiteFull Time
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
1mo
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Senior Registered Service Assistant
Phoenix, Arizona, United States
OnsiteFull Time
5+ YOE5+ years supporting financial advisors in wealth management; Series 7 and Series 66 (or 63 & 65) and AZ life/health license required; high-touch client management, trade execution, CRM and operational expertise.
CRM
3w
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Family Office Fiduciary Advisor - $120-180K+ total compensation
Scottsdale, Arizona, United States
$120k-$185k/yr OnsiteFull Time
3+ YOEActive Series 65 or Series 7 & 66, Arizona life & health/annuity insurance license, clean U4, bachelor\u0002s or equivalent, 3+ years advisor/wealth management experience, CRM and Microsoft Office proficiency.
CRM, Microsoft Office
2mo
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Investment Consultant - AZ - Phoenix, NM - Albuquerque, NV - Las Vegas, NV - Reno, Remote- United States, UT - Salt Lake City
Phoenix or Albuquerque or Las Vegas or Reno or Salt Lake City or United States
$85k-$115k/yr RemoteFull Time
6+ YOESix+ years of investment experience; Series 65; bachelor’s in Mathematics, Business, Finance, or Accounting; proficient with Excel and Morningstar; willing to travel up to 20%.
Excel, Morningstar, Database management
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