Financial Advisor Jobs in Scottsdale, AZ
USAA
$60000 - $72000
Phoenix, AZ
Educates 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.
USAA
$60000 - $72000
Phoenix, AZ
Educates 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. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.
Bok Financial
Scottsdale, AZ
We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.
Charles Schwab
Phoenix, AZ
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.
Charles Schwab
Phoenix, AZ
Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Stifel
Phoenix, AZ
Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Bok Financial
Scottsdale, AZ
Functions as a financial advisor regarding the full array of Commercial and Wealth Management products and services that will meet client needs; supports consumer, trust, treasury services, international and other BOKF business partners. We’re seeking a dynamic State Director to lead and grow our commercial banking business across a key market—driving strategic expansion, elevating performance, and overseeing a broad, sophisticated loan portfolio.
Entune Behavioral Health
$80000 - $92000
Glendale, AZ
Primary responsibilities for IndependentlyLicensedCounselor include completing initial and ongoing assessments of client's assigned to your panel, providing individual, group, couples, and family counseling, maintaining client-related paperwork (diagnosis bill, assessments, progress notes, and other required forms), evaluating physical and/or mental conditions based on review of information through staffing with the integrated treatment team and observation of the client, referring members to community resources and internal services as necessary and engage in population health, maintaining confidentiality of records aligning with HIPPA requirements, assessing for risk of harm to self and others and providing evidence-based driven measures to enhance outcomes of the client and align with Entune Behavioral Health's values. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Entune Behavioral Health
$80000 - $92000
Sun City West, AZ
Primary responsibilities for IndependentlyLicensedTherapist include completing initial and ongoing assessments of client's assigned to your panel, providing individual, group, couples, and family counseling, maintaining client-related paperwork (diagnosis bill, assessments, progress notes, and other required forms), evaluating physical and/or mental conditions based on review of information through staffing with the integrated treatment team and observation of the client, referring members to community resources and internal services as necessary and engage in population health, maintaining confidentiality of records aligning with HIPPA requirements, assessing for risk of harm to self and others and providing evidence-based driven measures to enhance outcomes of the client and align with Entune Behavioral Health's values. We are currently hiring dynamic IndependentlyLicensed Therapist to meet the high demand of our behavioral health services at our Sun City West, AZ location.
Entune Behavioral Health
$80000 - $92000
Glendale, AZ
Primary responsibilities for IndependentlyLicensedTherapist include completing initial and ongoing assessments of client's assigned to your panel, providing individual, group, couples, and family counseling, maintaining client-related paperwork (diagnosis bill, assessments, progress notes, and other required forms), evaluating physical and/or mental conditions based on review of information through staffing with the integrated treatment team and observation of the client, referring members to community resources and internal services as necessary and engage in population health, maintaining confidentiality of records aligning with HIPPA requirements, assessing for risk of harm to self and others and providing evidence-based driven measures to enhance outcomes of the client and align with Entune Behavioral Health's values. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Edward Jones
$43200 - $66800
Tempe, AZ
Work closely with branch-office teams and/or clients in response to incoming telephone calls and written correspondence by solving problems and providing easy access to information, professional and courteous support, as well as reliable solutions. 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.
First Command Financial Services, Inc.
Tempe, AZ
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
GoldBook Financial
$50000 - $150000
Scottsdale, AZ
The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners.
JPMorgan Chase
Tempe, AZ
Successful completion of the FADP Summer Internship Program may result in an offer of employment into our Financial Advisor Development Full-Time Program, which follows a 2 year progression of phone-based roles in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Northwestern Mutual
$61000 - $250000
Gilbert, Arizona
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
CAPTRUST
$90000 - $100000
Phoenix, Arizona
You'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.
GoldBook Financial
$75000 - $300000
Scottsdale, AZ
We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success.
Touchstone Wealth
Scottsdale, AZ
We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom.
Touchstone Wealth
Chandler, AZ
We have a comprehensive training program to familiarize new advisors with the depth and breadth of our product suite, and we provide a compensation structure with unlimited income potential to help new representatives get started. We are looking for individuals to join our team of Financial Advisors who want to participate in a collaborative work culture that has been ranked by the Phoenix Business Journal as one of the “2023 Top Companies to Work For.”.
Universal Technical Institute
Avondale, Arizona
Future Advisors work closely with Admissions Representative and students to fully understand each student’s situation and indicators to determine the student’s likelihood of starting school and to develop an accurate projection of the upcoming starts. Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.
MBE Wealth
Chandler, AZ
We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado. MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation.
WealthBridge Financial Group
$125000 - $175000
San Tan Valley, AZ
WealthBridge Financial Group is seeking an experienced Financial Advisor who wants to offer more complex financial solutions to support their growing practice. This opportunity is designed for advisors ready to enhance their service offerings and provide sophisticated, tailored strategies to meet the evolving needs of their clients.
WealthBridge Financial Group
$125000 - $175000
Chandler, AZ
By joining WealthBridge, you will gain access to cutting-edge tools, expert resources, and a collaborative support system designed to help you develop innovative solutions and strengthen client relationships. WealthBridge Financial Group is seeking a dedicated Financial Advisor who is eager to grow their practice and expand the range of solutions offered to clients.
WealthBridge Financial Group
$150000 - $200000
Scottsdale, AZ
At WealthBridge, you will collaborate with experienced colleagues and leverage best-in-class strategies to help clients achieve their financial goals. This role is perfect for financial professionals who are passionate about expanding their reach, deepening client relationships, and delivering outstanding financial guidance.
WealthBridge Financial Group
$120000 - $180000
Phoenix, AZ
By leveraging our cutting-edge resources, innovative tools, and experienced team, you can build a thriving practice and truly enjoy the impact you make in your clients’ financial lives. WealthBridge Financial Group is seeking a passionate Financial Advisor who wants to grow their practice and rediscover the joy of their work.
Gallagher
Phoenix, Arizona
The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
San Blas Securities
Scottsdale, AZ
This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
UMB Bank
$83200 - $178800
Phoenix, AZ
Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling the most complex situations. + When appropriate, for accounts without an assigned Portfolio Manager, provides investment management services for clients, including assessment of the appropriate risk level for the client or trust, high level investment updates and portfolio advice.
Beacon Pointe Advisors LLC
Scottsdale, AZ
This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Osaic
$140000 - $160000
Scottsdale, AZ
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. 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.
Advisor Group
Scottsdale, AZ
Basic Requirements: 10+ years of financial planning experience in a client- or advisor-facing capacity CFP Designation Experience delivering educational content and presenting to diverse audiences Demonstrated ability to influence and collaborate across organizational levels Strong communication skills, both written and verbal Ability to manage multiple complex cases simultaneously Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: Proficiency in financial planning software (e.g., eMoney) CPA FINRA Series 7, 63, and 65 licenses J.D. Current Employees and Contractors Apply Here Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.
JPMorgan Chase
Gilbert, AZ
Using 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.
JPMorgan Chase
Scottsdale, AZ
Using 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.
JPMorgan Chase
Phoenix, AZ
Using 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.
JPMorgan Chase
Sun City, AZ
Using 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.
JPMorgan Chase
Sun City, AZ
Using 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.
JPMorgan Chase
Goodyear, AZ
Using 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.
JPMorgan Chase
Phoenix, AZ
Using 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.
JPMorgan Chase
San Tan Valley, AZ
Using 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.
First Citizens Bank
Phoenix, Arizona
First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.
Regal Executive Search
Scottsdale, AZ
Help gather financial information and prepare net worth, cash flow, investment planning, investment policy statements, and other tools for wealth planning engagements . Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members .
The Cigna Group
$109500 - $182500
Tempe, AZ
These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
Cardinal Health
$67500 - $96300
Phoenix, AZ
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. The Advisor will be instrumental in ensuring financial accuracy at the customer level, optimizing cash flow, and mitigating compliance risks through in-depth research across all Cardinal Health business units and disparate systems.
JPMorgan Chase
Phoenix, AZ
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
JPMorgan Chase
Tempe, AZ
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Osaic
Scottsdale, AZ
In this role, you will own the end-to-end product lifecycle for dashboards, performance insights, portfolio analytics, growth metrics, and practice intelligence tools — from early-stage exploration and rapid prototyping to validated concepts and scalable production solutions — to empower advisors to make informed, data-driven decisions. 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.
The Cigna Group
$109500 - $182500
Scottsdale, AZ
In this role you will join the IFP Analytics team responsible for identifying and sizing new risk adjustment opportunities that not only create better health outcomes for patients but also enable Cigna Healthcare to remain compliant and competitive in the dynamic federally regulated Risk Adjustment space. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._.
First Citizens Bank
Phoenix, Arizona
Preferred Qualifications: Experience in HOA, Hospitality and Customer Service (at least 5 years), Attention to detail, Treasury product knowledge, Implementation methodologies, Client training and Education, Technical troubleshooting, Strong understanding of treasury operations and payment systems implementation processes, Familiarity with project management methodologies and tools, Knowledge of regulatory requirements affecting treasury and payment implementations, Able to travel up to 5%. Qualifications: Bachelor's Degree and 2 years of experience in banking or financial institutions OR High School Diploma or GED and 6 years of experience in banking or financial institutions.
52TEN
Scottsdale, AZ
Our current portfolio includes approximately 1,800 manufactured housing lots and $140M in assets under management, and we are continuing to grow through disciplined acquisitions and operational excellence. The Controller will play a key role in maintaining the integrity of our financial statements, improving accounting processes, and building systems that support continued portfolio growth.
Advisor Group
Scottsdale, AZ
Current Employees and Contractors Apply Here Osaic Careers Digital Solutions Opportunity in Financial Services Senior Product Manager, Advisor Analytics & Insights Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. In this role, you will own the end-to-end product lifecycle for dashboards, performance insights, portfolio analytics, growth metrics, and practice intelligence tools — from early-stage exploration and rapid prototyping to validated concepts and scalable production solutions — to empower advisors to make informed, data-driven decisions.