126 wealth jobs at 43 companies in Maricopa, AZ
8h
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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.
3d
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
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.
9h
Save
Mark Applied
Hide
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
4d
Save
Mark Applied
Hide
Wealth Advisor - PNC Wealth Management
Scottsdale or Gilbert or Tucson or Phoenix or Glendale or Mesa or Tempe
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years of relevant industry experience, FINRA Series 7 and 66 or 63/65, and Life and Health Insurance licenses required.
STEM OPT
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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)
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.