Associate Private Wealth Advisor The Bahnsen Group LLCAssociate Private Wealth AdvisorPhoenix, AZFull timeThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)Phoenix, AZEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewAutomotive Service Advisor Sun Devil AutoAutomotive Service AdvisorGlendale, AZ$48,000–$85,000 / yearThe Sales & Service Advisor will be exposed to moderate to loud noises, dust, exhaust fumes, lubricants, petroleum products, vapors, caustic materials, and other hazardous and non-hazardous materials. Listen to and thoroughly document customer’s concerns; inspect vehicle and refer to service history to accurately identify and verify customer’s service needs.
Customer Advisor Gainsight, Inc.Customer AdvisorAZ$145,000–$155,000 / yearThis is a great opportunity for someone who thrives in a highly consultative, fast-evolving environment and enjoys working cross-functionally with prospective and existing customers, customer success, and leadership teams. Develop and deliver strategic consulting engagements that enhance customer experience (CX) strategies, actively engage cross-functional stakeholders, and equip teams to maximize the value of Gainsight solutions.
Customer Care Advisor First Busey CorporationCustomer Care AdvisorPhoenix, AZ$19–$21 / hourBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place.
Customer Service Advisor (Product Sales & Support Representative - CE Equipment) RDO Equipment Co.Customer Service Advisor (Product Sales & Support Representative - CE Equipment)Phoenix, AZ$80,000–$100,000 / yearPart timeAs a Customer Service Advisor (CSA) at RDO, you’ll play a key role in supporting customers with equipment solutions—combining your sales mindset and technical curiosity to deliver value every day. This region is home to some of the fastest-growing construction markets in the U.S. Join RDO where you'll work to help customers in this area do the important work of building our nation.
NewCustomer Accounts Advisor Aaron's IncCustomer Accounts AdvisorGilbert, AZ$16.50–$17.50 / hour_*_ _Note that the pay range provided above_ _is the lowest to highest_ _rate_ _we in good faith believe we would pay for this role at the time of this posting_ _._ _We may_ _ultimately pay_ _more or less than the posted range, and the range may be_ _modified_ _in the future_ _._ _An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs._ Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product.
Customer Care and Sales Advisor - I Cable One Inc.Customer Care and Sales Advisor - IPhoenix, AZFull timeAs you grow in the role, you'll handle more complex situations-resolving issues, retaining customers considering disconnecting, and matching their needs with the right products and services. Whether assisting with billing questions, scheduling service, or guiding product changes, you'll build trust by listening empathetically and responding clearly.
Customer Engagement Travel Advisor HopesglobalgetawaysCustomer Engagement Travel AdvisorApache Junction, ArizonaRemoteHope's Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises, family vacations, and luxury getaways. Our mission is to help travelers plan unforgettable vacations while offering flexible, remote opportunities for individuals who are passionate about travel and customer service.
Customer Service Advisor - Lube Shop Cobblestone Auto SpaCustomer Service Advisor - Lube ShopChandler, AZWe use E- Verify to check employment eligibility: https://www.everify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf and https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf . Performs routine cleaning and maintenance tasks including but not limited to pit cleaning, vacuum bag/ station cleaning, tunnel upkeep, dumpster cleaning, and removal of debris, to ensure a safe, clean, and operational car wash environment.
Customer Service Advisor - Flex Cobblestone Auto SpaCustomer Service Advisor - FlexGilbert, AZWe use E- Verify to check employment eligibility: https://www.everify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf and https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf . Performs routine cleaning and maintenance tasks including but not limited to pit cleaning, vacuum bag/ station cleaning, tunnel upkeep, dumpster cleaning, and removal of debris, to ensure a safe, clean, and operational car wash environment.
Solution Advisor Specialist - SAP Academy for Customer Success- Tempe (Hybrid) SAP SESolution Advisor Specialist - SAP Academy for Customer Success- Tempe (Hybrid)Tempe, AZOriginally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. Join us for a unique opportunity to build a global network, collaborate with customers to solve real business challenges, and gain hands-on experience with world-class cloud solutions - all while learning in a dynamic environment and earning competitive pay and benefits.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorPhoenix, AZRemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Customer Success Advisor New ReachCustomer Success AdvisorTempe, ArizonaCollaborate with the Community Team, Content Team, Sales Team, and Coaches to create an unforgettable member experience. Connect with 100–200 members a day through calls, texts, and emails — each one an opportunity to make a real impact.
Eyewear Customer Service/Sales Advisor MyEyeDr IncEyewear Customer Service/Sales AdvisorScottsdale, AZOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
Outlet Customer Experience Specialist, Advisor Best Buy Co IncOutlet Customer Experience Specialist, AdvisorPhoenix, AZAs the Sales Consultant - Appliance Outlet you will: Implement assigned responsibilities from store leadership in outlet area to engage customers using selling skills to build complete, connected solutions while maintaining a balance of high velocity and high service. The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services.
Customer Sales Advisor - Glendale, AZ The Goodyear Tire & Rubber CoCustomer Sales Advisor - Glendale, AZGlendale, AZNot Found The requested URL /jobtoolsjncustomsearch.viewFullSingle was not found on this server. 404 Not Found.
Customer Sales Advisor - Gilbert, AZ The Goodyear Tire & Rubber CoCustomer Sales Advisor - Gilbert, AZGilbert, AZNot Found The requested URL /jobtoolsjncustomsearch.viewFullSingle was not found on this server. 404 Not Found.
Eyewear Customer Service/Sales Advisor MyEyeDr.Eyewear Customer Service/Sales AdvisorMesa, AZFull timeOur trusted community doctors and knowledgeable teams are all focused on helping our patients live their best lives by delivering an exceptional, personalized experience to each of our patients in every interaction. you play an essential role by providing personalized eyecare through supporting your trusted community of doctors and knowledgeable teams who help our patients see, look, and be their best.
Account Manager (Licensed Advisor) - 60-70K Base Salary Plus Bonus Trajan Wealth LLCAccount Manager (Licensed Advisor) - 60-70K Base Salary Plus BonusScottsdale, AZ$60,000–$70,000 / yearFull timeSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). The Account Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers.
Portfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus) Trajan Wealth LLCPortfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus)Scottsdale, AZFull timeThe Portfolio Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
Outbound Investment Advisor Edelman Financial Engines LLCOutbound Investment AdvisorPhoenix, AZResponsibilities: • Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Manager, Mortgage Advisors AchieveManager, Mortgage AdvisorsTempe, AZRemoteFull timeSince 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner. Eligible to complete state and federal MLO licensing requirements, including but not limited to required pre-license education, state and federal testing, and federal background checks to obtain an appropriate license to conduct business in all states deemed necessary by the company.
Financial Advisor - Scottsdale, AZ (Relocation Assistance Available) Trajan Wealth LLCFinancial Advisor - Scottsdale, AZ (Relocation Assistance Available)Scottsdale, AZFull timeThis role requires a strong technical understanding of financial markets and retirement planning, along with a client-first mindset and the ability to identify and implement additional financial planning opportunities. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
Advisor Support Representative Advisor GroupAdvisor Support RepresentativeScottsdale, ArizonaPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. Osaic’s Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and documentation.
Automotive Service Advisor Sun Auto Tire and ServiceAutomotive Service AdvisorMesa, Arizona$48,000–$85,000 / yearThe Sales & Service Advisor will be exposed to moderate to loud noises, dust, exhaust fumes, lubricants, petroleum products, vapors, caustic materials, and other hazardous and non-hazardous materials. Listen to and thoroughly document customer’s concerns; inspect vehicle and refer to service history to accurately identify and verify customer’s service needs.
Advisor RealmAdvisorScottsdale, AZ$50,000–$65,000 / yearAdvisors help homeowners navigate major remodels, renovations, ADUs, new builds, and rebuilds - moving projects toward signed construction contracts with clarity around scope, budget, timeline, contractor fit, tradeoffs, risk, and confidence. Complex, high-value work: Projects range from $25K upgrades to $1M+ rebuilds, including kitchens, bathrooms, additions, ADUs, full-home renovations, new construction, and post-fire rebuilds.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorScottsdale, AZThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
NewAssociate Wealth Advisor Beacon PointeAssociate Wealth AdvisorScottsdale, AZQualificationsFour-year college degree (Bachelor's degree in Finance, Business or Economics preferred)Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealerExcellent written and verbal communication skillsStrong organizational, analytical, and interpersonal skillsAbility to excel in a fast-paced, team environmentProficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, ServiceAbout Beacon Pointe AdvisorsBeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. This entails frequent communication with clients and internal associates - both verbally and in writingServing as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasksProviding direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planningAssist with business development effortsCoordinating timely investment process of new client accounts within internal guidelinesResponsibility for client data in various internal systems including the firm's portfolio management database (Tamarac)Developing in depth understanding of portfolio construction and risk managementCommunicating with separate account managers regarding client service issuesOther duties as assignedAdditional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Advisor Support Representative Osaic IncAdvisor Support RepresentativeScottsdale, AZ$53,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Advisor Realm Living IncAdvisorScottsdale, AZ$50,000–$65,000 / yearAdvisors help homeowners navigate major remodels, renovations, ADUs, new builds, and rebuilds - moving projects toward signed construction contracts with clarity around scope, budget, timeline, contractor fit, tradeoffs, risk, and confidence. Strong candidates may come from PropTech, ConstructionTech, real estate, mortgage, home services, insurance, hospitality, marketplace operations, financial advisory, or other high-trust customer-facing roles.
Experienced Dealer Service Advisor Berge Auto GroupExperienced Dealer Service AdvisorPhoenix, ArizonaAs an Experienced Dealer Service Advisor, you will serve as the primary point of contact for service customers, ensuring their needs are met with professionalism, transparency, and a positive attitude. The ideal candidate will have at least three years of Service Advisor experience within a dealership environment, be customer-focused, and thrive in a fast-paced setting.
Enrollment Advisor United States UniversityEnrollment AdvisorPhoenix, AZFull timeThe Enrollment Advisor provides a consultative service to prospective students with the goal of helping them; 1) make an informed decision to apply to United States University, and 2) to guide each students' application process all the way through their first enrollment while providing the best student experience. Answer inbound calls, e-mails, and live chats as a means to respond to prospective student's questions about the University's academic offerings/accreditations/quality of professors/course & graduation rates, and assist prospective students through the application process.
RV Service Advisor East Valley World Wide RVRV Service Advisor East ValleyMesa, ArizonaWe need more than an RV Service Advisor; we need an outstanding communicator with a professional appearance and a strong work ethic, someone who is equally comfortable greeting customers as they are scheduling appointments and acting as a liaison between customers and service techs. If you are a natural people-pleaser and a good listener who also happens to love recreational vehicles, then our dealership has the perfect job for you.
Service Advisor Chapman FordService AdvisorScottsdale, ArizonaIn this role, you will serve as the liaison between customers and technicians, helping customers understand their vehicle maintenance needs while delivering an exceptional service experience. Our Chapman Ford location in Scottsdale is currently seeking an experienced Service Advisor to join our Service Department.
Automotive service advisor Meineke Car Care CentersAutomotive service advisorPhoenix, AZFull timeAssist the Shop Manager with back-office and financial tasks, including maintaining accurate daily records of customer transactions and daily center business, ensuring easy access at any time. · Prepare complete repairs, incorporating all relevant parts, services, accessories, and labor to protect the customer's investment and ensure proper vehicle system functionality.
Experienced Dealer Service Advisor Bell FordExperienced Dealer Service AdvisorPhoenix, ArizonaAs an Experienced Dealer Service Advisor, you will serve as the primary point of contact for service customers, ensuring their needs are met with professionalism, transparency, and a positive attitude. The ideal candidate will have at least three years of Service Advisor experience within a dealership environment, be customer‑focused, and thrive in a fast‑paced setting.
Advisor Support Representative OsaicAdvisor Support RepresentativeScottsdale, AZ$53,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Business Advisor - The Great Greek Mediterranean Grill United Franchise GroupBusiness Advisor - The Great Greek Mediterranean GrillScottsdale, AZRooted in authentic, family-inspired recipes, the brand is known for its fresh, made-to-order dishes, including savory gyros, grilled souvlaki, crisp salads, and flavorful spreads-all prepared with high-quality ingredients. The Business Advisor provides franchisees with industry training and support in assigned region while driving profitability, as well as being part of new store launches.
Financial Wealth Advisor - Phoenix, AZ Corebridge Financial IncFinancial Wealth Advisor - Phoenix, AZPhoenix, AZWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Part-Time Beauty Advisor - Sephora Kohl's CorpPart-Time Beauty Advisor - SephoraPhoenix, AZAs Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products.
Full-Time Beauty Lead Advisor - Sephora Kohl's CorpFull-Time Beauty Lead Advisor - SephoraPhoenix, AZBuild strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products. As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach.
HVAC Technical Service Advisor Ferguson Enterprises IncHVAC Technical Service AdvisorGilbert, AZ$4,766.67–$8,008.34Responsibilities: • Provide remote technical support/assistance troubleshooting product installation and service issues via telephone, remote assistance tool, or email • Handle technical calls from contractors, assist contractors as well as work with manufacturers • Design and implement training curriculums for both contractors and internal associates • Participation in technical selling to convert contractors to our brands of equipment • Serve as a subject matter expert for contractors/dealers, while, providing HVAC equipment product support with courteous customer support and service • Stay abreast of current installation and service practices and information • Work with vendors towards resolution of issues • Conducts occasional on-site/job site visits to provide technical support and assistance, as needed • Ride along with Territory Managers on Dealer recruitment calls and present features and benefits to the owners and service departments • Facilitate new equipment installations to ensure the customers have a good experience and feel supported. Qualifications: • Degree from an accredited HVAC school or certificate of completion from HVAC technical courses and 5+ years of hands-on HVAC experience, or equivalent combination of education and related experience, required • Understanding of the installation and service of residential and light commercial HVAC equipment, such as furnace, air conditioning, and residential ductless, is required • HVAC Field service, technical support, or certified trainer experience is preferred • Strong computer proficiency including use of Microsoft applications and virtual meeting tools, required • Ability to build PowerPoint presentations and coordinate, facilitate, and lead in-person and remote training sessions, needed • Ability to effectively multi-task and handle deadlines • A positive attitude, passion, and ambition to succeed • Strong attention to detail and accuracy • Ability to learn quickly.
NewLoan Advisor Sales MatchLoan AdvisorMesa, ArizonaRemoteIf you have a strong understanding of lending products, enjoy working with people, and want to make a difference in clients’ financial futures, this is an excellent opportunity for you. Advise clients on various types of loans, including personal loans, mortgages, auto loans, and more.
Operations Advisor (Home Services Focused) Cardone Ventures LLCOperations Advisor (Home Services Focused)Scottsdale, AZ$110,000–$140,000 / yearPart timeEnsure Cardone Ventures operational best practices are consistently implemented across clients' businesses, including daily metrics tracking, daily all team meetings, best practice process documentation, and effective leadership duplication. The Operations Advisor will also investigate ways to improve operational efficiency and effectiveness, and distinguish the strategic positioning of each client's business to maximize revenue and profit potential through various stages of growth opportunities including expansion, mergers, or acquisitions.
National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)Chandler, AZThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Financial Solutions Advisor Registration Candidate- Valley Crest Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Valley Crest MarketGlendale, ArizonaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewSales Operations Specialist, Advisor Sales AssetMark, Inc.Sales Operations Specialist, Advisor SalesPhoenix, AZ$60,000–$70,000 / yearNurture, groom and enhance dashboards in Salesforce and CRM Analytics delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Centralized Financial Advisor Desert Financial Credit UnionCentralized Financial AdvisorPhoenix, AZOperating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions.
Financial Advisor Strategic People AdvisorsFinancial AdvisorScottsdale, AZFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.