3w
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Consumer Investments - Investment Specialist Trainee - Arizona (Obtain SIE Series 7 & 66)
Chandler, Arizona, United States
OnsiteFull Time
1+ YOEPrepare for SIE, Series 7 and 66 exams; client-focused with sales aptitude, strong communication, computer skills, and ability to refer clients to specialists.
2mo
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Team Manager, Premier Relationship Management
Gilbert or Sandy or Alpharetta
OnsiteFull Time
2+ YOELead a team delivering relationship management; ensure KPIs; require SIE, Series 7, 63, 9/10 licenses; 2+ years experience; authorized to work in the United States; visa sponsorship not required.
MS Word, Excel, PowerPoint, Salesforce, SIE, Series 7, Series 63, Series 9/10
2mo
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Senior Associate, Participant Services
Phoenix, Arizona, United States
$42k-$62k/yr HybridFull Time
2+ YOEActive FINRA Series 6 and SIE licenses; strong communication; problem-solving; bilingual a plus; customer service in financial services.
Salesforce, Online account access
2mo
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Senior Manager, Risk Advice
Minneapolis or Chicago or Phoenix or Charlotte
OnsiteFull Time
6+ YOE6+ years in strategic risk/compliance or product management; strong communication; leadership; organized; SIE exam or able to obtain within 180 days.
4d
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Sales Practice Principal
Chicago or St. Petersburg or Tampa or Tempe
$96k-$162k/yr OnsiteFull Time
3+ YOE3+ years financial services experience with supervisory background; required or willing to obtain FINRA registrations (SIE, Series exams); strong regulatory, compliance, analytical and leadership skills.
1mo
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Trading and Experience Consultant
Phoenix or Fairfield
HybridFull Time
FINRA SIE and Series 7 required; experienced trainer with system support and troubleshooting skills; ability to develop and deliver in-person and virtual training; strong communication and customer-focus.
WealthPort
2mo
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Financial representative
Phoenix, Arizona, United States
FieldFull Time
Ability to obtain or hold life insurance license, SIE, Series 6 and/or 7, and Series 63; pass background and regulatory checks; integrity, leadership, and relationship-building skills.
3d
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Registered Client Service Associate (Scottsdale, AZ)
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOE1+ years securities or related experience preferred; requires SIE and Series registrations (7,63,65/66 as required); proficiency with CRM and Excel; strong communication, multitasking, and industry knowledge.
Client Relationship Management (CRM) software, Excel
1mo
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Team Leader
Tempe or St. Louis
HybridFull Time
2+ YOE3+ MgmtSeries 7 (SIE and Top Off) required, bachelor’s degree or equivalent experience, 3+ years leadership/management experience in financial services (or equivalent), strong coaching, analytical, and stakeholder skills.
1w
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Digital Manager, Service Center
Fort Mill or Tempe
$67k-$111k/yr OnsiteFull Time
6+ YOE2+ MgmtBachelor's degree or 6+ years progressive experience, 2+ years team lead/manager, SIE and S7, strong coaching, data-driven process improvement, customer service and communication skills.
Microsoft Dynamics, CXOne
3w
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2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)
Tempe or Westerville or Plano
OnsiteInternship, Full Time
Undergraduate student (graduating Dec 2027–Jun 2028), strong leadership and client-service skills, interest in financial advising, ability to study for and take the FINRA SIE exam, authorized to work in the U.S.
HireVue
2d
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Financial Services Representative, College Graduate - Chandler, AZ
Chandler or Phoenix
HybridFull Time
Customer service experience, strong interpersonal skills, coachable; must complete SIE, Series 7 Top Off, and Series 66 exams (sponsored) and pass regulatory requirements; ability to work remote and onsite schedule.
3w
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College Financial Representative, Internship Program
Gilbert, Arizona, United States
$500-$1k/yr OnsiteIntern
Full-time student interns (juniors/seniors preferred) with entrepreneurial drive; strong time management and communication; eligible for licensing support (SIE, Series 6, Series 63, life/health); campus involvement preferred.
2mo
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New Grad 2027 - Financial Service Professional (Tempe)
Tempe, Arizona, United States
$21-$35/hr OnsiteFull Time
0+ YOEBachelor’s degree or equivalent; SIE license required within 60 days; 0-2 years client-facing experience; in-person training for 4-5 months; graduation between Dec 2025 and Dec 2026.
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.
LinkedIn
4d
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Advisor Support Supervisor
Atlanta or Oakdale or La Vista or Scottsdale or St. Petersburg
$55k-$58k/yr HybridFull Time
2+ YOE2+ MgmtMinimum 2 years related industry experience; management experience preferred; strong oral/written communication; ability to coach and manage advisor support agents; CRM/Salesforce familiarity; FINRA SIE and Series 7 preferred.
Salesforce, CRM
3w
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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
2w
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Investment Planning Services Representative
Bloomington or Richardson or Tempe
$49k-$53k/yr HybridFull Time
Associates degree preferred; contact center or financial services experience desirable; familiarity with Excel; strong verbal communication; required to obtain SIE, Series 6 and Series 63 and pass background/credit checks for FINRA sponsorship.
Microsoft Excel
2w
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Investor Relations Specialist
Phoenix, Arizona, United States
OnsiteFull Time
2+ YOESIE, Series 63 and Series 7 required (Series 82 may be accepted temporarily); 2+ years in investor relations/financial services or inbound/outbound sales; proficiency in Excel, PowerPoint, and CRM; knowledge of SEC and FINRA rules.
Microsoft Excel, Microsoft PowerPoint, CRM
3w
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Representative, Retirement Solutions Center
Columbus or Scottsdale
$46k-$61k/yr HybridFull Time
1+ YOEProvide customer service and consultative support for retirement products; acquire SIE and Series 6 within 170 days; high school diploma required; 1 year customer service/sales experience; strong communication and computer skills.