108 wealth jobs at 42 companies in Coolidge, AZ
2w
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1834 Wealth Advisor III
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
7+ YOE7+ years wealth management experience with HNW clients, bachelor’s degree required; MBA/CFP/CFA/JD preferred; strong sales, financial planning, and investment strategy skills.
1mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
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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Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
3w
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Wealth Advisor
Scottsdale or Phoenix or Glendale or Peoria
OnsiteFull Time
2+ YOEFINRA registrations (SIE, Series 7, 63/65 or 66), AZ life/health/variable license, HS diploma required; bachelor’s preferred; minimum 2 years financial advisor experience; ability to meet production goals and comply with broker-dealer rules.
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
2w
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Wealth Analyst
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOE1–3 years experience in advisory or client support preferred; Series 65 or willingness to obtain; experience with planning and CRM software; strong client service and communication skills.
eMoney, MoneyGuide Pro, CRM, Charles Schwab, Fidelity (Wealthscape)
2w
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Wealth Associate
Phoenix, Arizona, United States
OnsiteFull Time
2+ YOEAssociate's degree or equivalent experience, 2 years client-facing experience with CRM, strong organization, communication, and problem-solving skills.
CRM
1mo
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
2w
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Wealth Strategist
Dallas or Scottsdale or Dayton or San Francisco
$65k-$75k/yr HybridFull Time
Bachelor's degree required; Series 65 license required or must pass within 4 months; strong Excel and CRM skills; strong communication, organizational, analytical skills.
MoneyGuide Pro, Salesforce, Microsoft Excel
1mo
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Wealth Strategist I - PNC Wealth Management
Phoenix or Chicago or Washington or Cincinnati or Louisville or Houston or Philadelphia or Princeton or Pittsburgh or Denver
$64k-$128k/yr OnsiteFull Time
2+ YOEDevelop and implement tax, estate, and financial planning; acquire and retain clients; 2+ years relevant experience and typically a bachelor's degree; strong client relationship, analytical, and communication skills.
1mo
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Wealth Servicing Operations Leader
Saint Paul or Atlanta or Knoxville or Charlotte or Milwaukee or Overland Park or Englewood or Saint Louis or Los Angeles or Fargo or Oshkosh or Gresham or Cincinnati or Tempe or Owensboro or Irving
$133k-$157k/yr OnsiteFull Time
Experience in wealth servicing or high-touch client operations with leadership in operations/contact centers, strong performance management, risk/compliance knowledge, and cross-functional influence; bachelor’s preferred.
2mo
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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
3mo
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Senior Wealth Advisor
Scottsdale, Arizona, United States
$125k-$175k/yr FieldFull Time
5+ YOE5+ years advising clients with proven client acquisition and asset growth; CFP or CFA preferred; bachelor’s in finance/business/economics preferred; strong communication, organization, and sales skills.
4w
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Wealth Management Risk Consultant II
Tulsa or Dallas or Fort Worth or Kansas City or Oklahoma City or Phoenix
OnsiteFull Time
5+ YOEBachelor's degree and 5-7 years of wealth management experience (or 9+ years equivalent); experience with account reviews, controls, audits, and regulatory compliance; strong communication and analytical skills.
1mo
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Wealth Planning Consultant
Scottsdale or Charlotte or Malvern
HybridFull Time
5+ YOEUndergraduate degree required; 5+ years related experience and 2 years project management experience preferred. Graduate degrees (JD, MBA, Master of Tax) or CFP/CPA/law preferred. Hybrid, office commute required; up to 20% travel.
1w
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Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix
Phoenix or Boise or Houston or Salt Lake City
OnsiteFull Time
4+ YOE4+ years financial services/wealth operations experience, high school diploma or equivalent, Series 7 & 66 (or 63/65) and life & health licensing preferred, proficiency with Salesforce Financial Services Cloud and analytics tools, strong communication and problem‑solving.
Salesforce Financial Services Cloud, Copilot
4w
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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
1w
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
1mo
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Associate Wealth Banking Specialist (SAFE)
Scottsdale, Arizona, United States
HybridFull Time
0.5+ YOESAFE-registered loan originator role; 6+ months banking or equivalent experience; knowledge of deposit, lending and credit products, KYC, compliance; strong communication and Microsoft Office skills.
SVP, Client link, TMT, DIPR, Salesforce, Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Nationwide Mortgage Licensing System (NMLS)