1w
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1834 Wealth Advisor III
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
7+ YOE7+ years wealth management experience with high-net-worth clients; bachelor’s degree required; CFP/MBA/CFA/JD preferred; strong sales, planning, and investment knowledge.
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.
2w
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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
1w
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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)
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.
1w
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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 Strategist I - PNC Wealth Management
Phoenix or Chicago or Washington or Cincinnati or Dayton or Louisville or Houston or Philadelphia or Princeton or Pittsburgh or Denver
$64k-$128k/yr OnsiteFull Time
2+ YOEBachelor's degree typically required, 2+ years relevant experience; develops and implements tax, estate, and financial plans; performs client prospecting, relationship management, and asset retention.
3w
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Associate Wealth Advisor
Scottsdale, Arizona, United States
OnsiteFull Time
3+ YOE3+ years industry experience, SIE and Series 7 and 66 (or equivalent), strong client relationship and communication skills, CRM and Microsoft Office proficiency, knowledge of investment products and regulations.
Client Relationship Management (CRM) software, Microsoft Office Suite, Excel, Financial planning software, Managed account platforms, AI tools and agents
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
3w
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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 Management Assistant
Scottsdale, Arizona, United States
OnsiteFull Time
3+ YOE3+ years administrative experience, proficient with Microsoft products, detail-oriented, strong communication and organizational skills; financial services, trust/investments experience preferred.
Microsoft products
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.
5d
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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
3w
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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
3w
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Senior Wealth Strategist- High Net Worth Consultation
Tempe or West Palm Beach or St. Louis or Dallas
HybridFull Time
9+ YOE9+ years in financial services; Series 7 and 66 within 6 months; insurance license within 6 months; CFP required or in progress; bachelor's in business/finance/accounting/law required; strong planning, analytical, and communication skills.
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
3w
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Provide client service support to Financial Advisors, strong client focus, adaptability to technology, detail oriented, high school diploma or GED required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Asset & Wealth Management - Renewable Energy Tax Senior Manager
Charlotte or Indianapolis or Grand Rapids or Irvine or Raleigh or Chicago or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Los Angeles or Rosemont or Boston or Sacramento or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or San Juan or Seattle or Stamford or Tampa or Toledo or Atlanta or Washington or Melville or Miami or Milwaukee or Denver or Minneapolis or Des Moines or Montpelier or Detroit or Nashville or Florham Park or Fort Worth or Philadelphia or Phoenix or Hartford or Houston or Portland
$124k-$335k/yr OnsiteFull Time
6+ YOELead tax compliance and consulting for asset and wealth management in renewable energy; 6+ years experience; CPA or Bar or related credentials.
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