Service Specialist II Edward D Jones & Co LPService Specialist IITempe, AZEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Relationship Manager Edward D Jones & Co LPRelationship ManagerTempe, AZProvide innovative solutions by identifying additional value and capacity add services with the ability to strongly partner in a confident manner to ensure a trusting relationship with Financial Advisors and all branch staff. The Relationship Manager is responsible for building and maintaining strong and trusting relationships with our top producing branch teams, serving as a dedicated partner with the branch team and acting as strategic and operational support for their complex initiatives.
Business Advisor - Helping Entrepreneurial Companies Grow & Scale The Scalable CompanyBusiness Advisor - Helping Entrepreneurial Companies Grow & ScalePhoenix, AZWe deliver our flagship 16-week program, the Get Scalable Accelerator, as well two different flagship 12-month backend programs, the Scale & Exit Accelerator and Founders Board Mastermind – each of which are designed for bootstrapped entrepreneurs at different stages of their business. By combining best-in-class models and frameworks with access to peer masterminds and world-class mentors, we increase the odds of a successful outcome for entrepreneurs, their families, and their teams and customers.
Field Supervision Director - Investment Advisory Edward D Jones & Co LPField Supervision Director - Investment AdvisoryTempe, AZThe Field Supervision Department plays a critical role in achieving the Compliance Division's purpose of promoting our client's best interests and choices by partnering to improve our culture of compliance and enable the best experience for all. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Compliance Manager OsaicCompliance ManagerScottsdale, AZ$90,000–$100,000 / yearWe 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. Train new examiners on exam requirements through a variety of methods including in-person meetings, web- based training, and/or educational presentations.
Associate General Counsel III, LGL Investment Advisory Attorney Edward D Jones & Co LPAssociate General Counsel III, LGL Investment Advisory AttorneyTempe, AZEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementPhoenix, ArizonaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Vice President, Advisory Consulting OsaicVice President, Advisory ConsultingScottsdale, AZRemote$140,000–$175,000 / yearWe 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. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm.
Institutional Client Specialist, Associate/Avp - Utah Morgan StanleyInstitutional Client Specialist, Associate/Avp - UtahTempe, AZ$70,000–$115,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
Institutional Client Specialist, Associate/Avp - Arizona Morgan StanleyInstitutional Client Specialist, Associate/Avp - ArizonaTempe, AZ$70,000–$115,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
Inside Solutions Advisor (Cox Business) Cox CommunicationsInside Solutions Advisor (Cox Business)Phoenix, Arizona$17.40–$26.06 / hour7 years of experience in a related field, or a high school diploma/GED with 5 years of experience; or an associate degree, bachelor’s degree or certification in a related discipline with 3 years of work experience. Here’s how you’ll make an impact: Engaging with existing customers to renew contracts, identifying new revenue opportunities and upselling solutions like telephony, data, wireless, video and more.
NewInstitutional Client Specialist, Associate/AVP - Utah Morgan StanleyInstitutional Client Specialist, Associate/AVP - UtahTempe, AZ$70,000–$115,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. IIS supports clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.
Business Development Manager OsaicBusiness Development ManagerScottsdale, AZ$55,000–$60,000 / yearWe 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. In this role, you will help solicit and support the recruitment of new financial representatives, assist recruiters in managing and accelerating the sales process, and collaborate across departments to deliver a seamless onboarding experience.
Lead, Tax Accounting Edward D Jones & Co LPLead, Tax AccountingTempe, AZThis highly visible position offers the opportunity to provide technical leadership and strategic direction across complex tax and finance matters, ensuring accurate execution, effective risk management, and operational excellence. As a trusted advisor and leader, you will partner closely with cross-functional stakeholders to identify opportunities, solve complex challenges, and drive process improvements that enhance efficiency and business performance.
NewWealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementScottsdale, ArizonaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Strategy Analyst III - Compensation Strategy Edward D Jones & Co LPStrategy Analyst III - Compensation StrategyTempe, AZThe Strategy Analyst III will join a team of Strategy Analysts and Business Support Specialists responsible for partnering closely with product teams and business areas across the firm to drive compensation strategies into execution. What You'll Do: Partner with firm leaders, including senior and executive leadership, as the incentive compensation subject matter expert (SME) to conceptualize, critique, and recommend enterprise-level compensation strategies aligned to firm priorities.
Reverse Mortgage Inside Sales Loan Officer Mutual of Omaha MortgageReverse Mortgage Inside Sales Loan OfficerPhoenix, AZThe Work: At Mutual of Omaha Reverse Mortgage, Loan Officers are trained to listen and build rapport, in addition to understanding and analyzing the full financial situations of our customers. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in the home as a means to assist a peaceful and secure transition to one’s retirement years.
Senior Project Leader, Branch Real Estate Edward D Jones & Co LPSenior Project Leader, Branch Real EstateTempe, AZThis role is responsible for managing the full project lifecycle-from planning through execution, monitoring & controlling, and closeout-ensuring delivery aligns with defined scope, schedule, cost, quality, and risk objectives. You will serve as the central point of accountability, coordinating cross-functional teams and external vendors to deliver high-quality built environments that meet business, operational, and regulatory requirements.
Financial Advisor - Scottsdale And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Scottsdale And Surrounding AreasScottsdale, AZThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Executive Relationship Manager Morgan StanleyExecutive Relationship ManagerGilbert, AZ$90,000–$110,000 / yearDepartment Overview: The E TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewAssociate Analyst I - Product Review Edward D Jones & Co LPAssociate Analyst I - Product ReviewTempe, AZEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Registered Client Service Associate - Gilbert,AZ Morgan Stanley E-TRADERegistered Client Service Associate - Gilbert,AZGilbert, AZPosition Overview: As a Registered Client Service Associate, you will provide industry leading service to Morgan Stanley institutional client participants and retail clients to enhance the client experience, assist in safeguarding client assets, and provide support and guidance to clients on their financial journey. The ideal candidate enjoys connecting with people and providing insights and assistance across the scope of Morgan Stanley’s products and solutions in a professional and efficient manner – all while staying up to date on both company products and services and broader trends in the industry.
2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ) JPMorgan Chase & Co2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)Tempe, AZThe FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerPhoenix, AZ$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Certified Financial Planner®– Matson Capital Matson CapitalCertified Financial Planner®– Matson CapitalScottsdale, ArizonaKey Responsibilities As a CFP® at Matson Capital, you serve as a trusted advisor, helping other advisors transition clients to Matson Capital and guiding those clients after that transition by providing comprehensive financial planning services, including Matson Money’s investment management, and retirement planning, to help clients achieve their American Dream. As a CFP® at Matson Capital, you are a trusted teammate dedicated to helping advisors secure the legacy of their businesses, while building rapport with clients as they transition to Matson Capital.
Client Support Representative OsaicClient Support RepresentativeScottsdale, AZ$50,000–$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.
Financial Advisor - Phoenix And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Phoenix And Surrounding AreasPeoria, AZThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
NewFraud Analyst OsaicFraud AnalystScottsdale, AZ$65,000–$75,000 / yearWe 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. The Fraud Analyst will collaborate with business partners across the organization, advisors, supervisors, clearing firms, and external parties as necessary to conduct thorough investigations, mitigate losses, and protect clients and the Firm from fraud-related risks.
Tesla Advisor, Delivery Tesla IncTesla Advisor, DeliveryMesa, AZWork closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Field Supervision Administrative Assistant II Edward D Jones & Co LPField Supervision Administrative Assistant IITempe, AZWhat You'll Do: May include some or all Administrative Assistant essential functions, plus: Utilizes knowledge of the firm's organizational structure, Forums, Division functions, and current initiatives to make appropriate connection points and update the head(s) as appropriate. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistScottsdale, AZ$135,000–$160,000 / yearWe 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. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Relationship Manager & Servicing Advisor FartherRelationship Manager & Servicing AdvisorScottsdale, AZE3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Merrill Advisor Development Program - Financial Advisor: Greater Arizona Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Arizona MarketPhoenix, AZOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Senior Risk & Controls Associate - Digital Risk Management Edward D Jones & Co LPSenior Risk & Controls Associate - Digital Risk ManagementTempe, AZTeam Overview: As a part of the Digital Risk Management team, you'll assist management by working with the various domains within the Digital, Data, and Information Security organizations to help perform various activities related to the governance, risk, and compliance efforts of the enterprise. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewMerrill Advisor Development Program- Financial Advisor: Mid Land Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: Mid Land MarketPeoria, ArizonaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
J.P. Morgan Wealth Management - Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North Phoenix (Bilingual in English and Mandarin required)Phoenix, AZFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorPhoenix, AZAbout the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
Senior Supplier Operations Manager Edward D Jones & Co LPSenior Supplier Operations ManagerTempe, AZThis role is responsible for helping shape the future of Edward Jones Digital workforce, technology services, evaluating emerging service delivery models, monitoring market trends, and ensuring the organization remains aligned with leading industry practices. Provide thought leadership on future-state operating models, including managed services, outcome-based delivery, platform-enabled services, global delivery models, and emerging service ecosystems.
Wealth Financial Advisor CAPTRUSTWealth Financial AdvisorPhoenix, Arizona$90,000–$100,000 / yearFull timeYou'll provide comprehensive financial planning, investment management solutions, and risk management to retirement plan participants, individual investors, families, and business owners. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
J.P. Morgan Wealth Management - Private Client Advisor - Fountain Hills, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Fountain Hills, AZFountain Hills, AZThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Financial Advisor Global Credit UnionFinancial AdvisorGlendale, Arizona$60,000–$80,000 / yearFull timeCompensation: Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesGlendale, AZYour role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Financial Solutions Advisor - West Valley Area Bank of America CorpFinancial Solutions Advisor - West Valley AreaPeoria, AZResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorScottsdale, AZThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The 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.
Financial Solutions Advisor - Scottsdale Area Bank of America CorpFinancial Solutions Advisor - Scottsdale AreaScottsdale, AZResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Scottsdale Area Scottsdale, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Phoenix, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Scottsdale, Arizona Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Security Engineer IV - API/Cloud Security Edward D Jones & Co LPSecurity Engineer IV - API/Cloud SecurityTempe, AZHands on experience with the security aspects of critical technologies (e.g., Linux, UNIX, Proofpoint, Windows, Web, LDAP, DBMS, Network, Firewalls, IDS/IPS, Data Loss Prevention (DLP), API Security, DNS, Vulnerability Assessment Tools). Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Solutions Advisor - East Valley Phoenix Area Bank of America CorpFinancial Solutions Advisor - East Valley Phoenix AreaPhoenix, AZResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - East Valley Phoenix Area Phoenix, Arizona; Apache Junction, Arizona; Mesa, Arizona; Mesa, Arizona; Chandler, Arizona; Chandler, Arizona; Tempe, Arizona; Gilbert, Arizona; Mesa, Arizona Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Private Wealth Advisor - FineMark Commerce Bancshares IncPrivate Wealth Advisor - FineMarkScottsdale, AZAnalyze clients' complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives. FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships.
Financial Advisor - Phoenix, AZ Corebridge Financial Inc.Financial Advisor - Phoenix, AZPhoenix, AZCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We 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.
Sourcing Specialist Edward D Jones & Co LPSourcing SpecialistTempe, AZExecute on defined objectives aligned to Sourcing Strategies through the development and distribution of RFx's (RFI, RFQ, RFP), vendor communication, development of vendor selection criteria, and collaboration with cross-functional teams including business owners and legal. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.