PNC Financial Services GroupNewFinancial Advisor - PNC Wealth Management PNC Financial Services GroupFinancial Advisor - PNC Wealth ManagementScottsdale, AZIn 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.
USAANewLicensed Retirement Income Advisor – Sales & Planning (Sign-On Bonus) - Phoenix USAALicensed Retirement Income Advisor – Sales & Planning (Sign-On Bonus) - PhoenixPhoenix, AZRemote$63,590–$121,530 / yearEducates 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.
USAANewLead Fraud Governance Advisor USAALead Fraud Governance AdvisorPhoenix, AZRemote$127,310–$243,340 / year8 years of operations experience in a relevant functional area to include financial services, Fraud, AML, compliance, risk, audit, third party risk management or other related operational areas that support fraud risk management initiatives within the business. Partners and collaborates with the lines of business, Compliance and Risk Management, Audit Services, Legal, and Regulators to support enterprise fraud management-based initiatives for the Staff Agency or Line of Business (LOB) supported.
Group Financier SignatureNewLife Insurance Advisor - Remote (Commission-based) Group Financier SignatureLife Insurance Advisor - Remote (Commission-based)Phoenix, AZRemoteGroupe Financier Signature is an independent Managing General Agency that supports financial advisors. This is a 1099 independent contractor opportunity offering access to top insurance carriers, structured support, and a flexible work model.
CEO LifeNewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedPhoenix, AZThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
Entune Behavioral HealthLicensed Therapist / Counselor (LPC, LCSW, LMFT) SIGN-ON Bonus $1,500 Entune Behavioral HealthLicensed Therapist / Counselor (LPC, LCSW, LMFT) SIGN-ON Bonus $1,500Gilbert, AZ$80,000–$92,000 / yearWe are currently seeking a dynamic, Licensed Therapists / Counselors (LPC, LCSW, LMFT) to join our growing team and help meet the increasing demand for care at our Gilbert location. At Entune Behavioral Health, we’ve built a therapist-first environment designed to help you focus on what matters most: delivering meaningful, high-quality care to your clients.
JobotNewTax Senior JobotTax SeniorScottsdale, AZ$80,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a unique opportunity to bring your expertise to a high-performing team and work with a diverse portfolio of clients, focusing on high net worth individuals, S-Corporations, and Federal & State Tax matters.
PrideStaff Phoenix Metro - ScottsdaleClient Care Advisor Representative PrideStaff Phoenix Metro - ScottsdaleClient Care Advisor RepresentativeScottsdale, AZFull timeYou aren’t just managing assets; you are managing the transition into a client’s golden years, providing a steady hand through life’s most significant changes. In our Scottsdale office, you will serve as a dedicated concierge for our families, ensuring that every interaction with our firm is marked by warmth, clarity, and proactive care.
Entune Behavioral HealthLicensed Counselor (SIGN-ON BONUS!) Entune Behavioral HealthLicensed Counselor (SIGN-ON BONUS!)Glendale, AZ$80,000–$92,000 / yearAt Entune Behavioral Health, we’ve built a therapist-first environment designed to help you focus on what matters most: delivering meaningful, high-quality care to your clients. 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.
USAANewSoftware Engineer Mid-level (Java Full Stack) USAASoftware Engineer Mid-level (Java Full Stack)Phoenix, AZ$93,770–$179,240 / yearBatch Processing and Data Integration: Significant experience with batch processing, data integration, automated data processing, and data warehousing solutions like Snowflake, including managing data pipelines. Kafka and Data Streaming: Proven experience with Apache Kafka, including designing and implementing event-driven architectures, data pipelines, and real-time data streaming solutions.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorGilbert, Arizona$61,000–$250,000 / yearNorthwestern 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.
Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Arizona Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Arizona MarketPhoenix, AZEffectively 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.
Vanguard GroupCertified Financial Advisor Vanguard GroupCertified Financial Advisorscottsdale, AZVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. Why You'll Love Working Here: Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorTempe, AZFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. 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.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial AdvisorMesa, AZ$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
First Command Financial Services, Inc.Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Financial Advisor - Experienced ProfessionalsGlendale, AZDeliver Advanced Personalized Planning Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program the U.S. government the U.S. Armed Forces or any other third-party mentioned on this site.
Thrivent Financial for LutheransVirtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteAZRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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.
BairdAssociate Financial Advisor BairdAssociate Financial AdvisorPhoenix, ArizonaThe 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.
Northern Trust CorpAssociate Financial Advisor Northern Trust CorpAssociate Financial AdvisorPhoenix, AZ$85,330–$145,130 / yearThe AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Bank of AmericaMerrill 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.
Deloitte Touche Tohmatsu LtdNewSenior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu LtdSenior Consultant, Engagement Financial AdvisorTempe, AZ$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Edward D Jones & Co LPTailored Licensed Support Financial Advisor Edward D Jones & Co LPTailored Licensed Support Financial AdvisorTempe, AZActing as a fiduciary partner, TLS Financial Advisors work remotely alongside branch teams to provide goal-based financial advice, ensuring clients receive personalized strategies that align with their long-term objectives. • Gather information and collect suitability information to deeply understand clients and prospective clients needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Edward D Jones & Co LPSr. Financial Advisor - Edward Jones Connection Edward D Jones & Co LPSr. Financial Advisor - Edward Jones ConnectionTempe, 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). Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.
Thrivent Financial for LutheransFinancial Advisor - Peoria Thrivent Financial for LutheransFinancial Advisor - Peoriapeoria, 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.
Thrivent Financial for LutheransFinancial Advisor - Phoenix and Surrounding areas Thrivent Financial for LutheransFinancial Advisor - Phoenix and Surrounding areasMesa, 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.
Thrivent Financial for LutheransFinancial 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.
Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles and Surrounding area Thrivent Financial for LutheransFinancial Advisor - Greater Los Angeles and Surrounding areaglendale, 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.
Edward D Jones & Co LPFinancial Advisor - Edward Jones Connection Edward D Jones & Co LPFinancial Advisor - Edward Jones ConnectionTempe, 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). Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.
PNC BankNewFinancial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementGilbert, 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.
Desert Financial Credit UnionWest Valley : Surprise / Sun City - Financial Advisor I Desert Financial Credit UnionWest Valley : Surprise / Sun City - Financial Advisor ISun City, AZThe Financial Advisor I applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to recommend appropriate solutions in the client's best interest. This role operates with appropriate guidance and oversight and is registered with Raymond James Financial, conducting business on behalf of the Investments & Financial Services program.
Desert Financial Credit UnionEast Valley : Gilbert / Queen Creek - Financial Advisor I Desert Financial Credit UnionEast Valley : Gilbert / Queen Creek - Financial Advisor IQueen Creek, AZThe Financial Advisor I applies a comprehensive planning approach across investments, retirement, risk management, and other wealth strategies to recommend appropriate solutions in the client's best interest. This role operates with appropriate guidance and oversight and is registered with Raymond James Financial, conducting business on behalf of the Investments & Financial Services program.
Career HeadhunterNewFinancial Advisor Associate (TRAINING & LICENSING PROVIDED) Career HeadhunterFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Phoenix, ArizonaStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Career Headhunter LLCNewFinancial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Phoenix, AZFull timeStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Corebridge Financial IncFinancial Advisor - Phoenix, AZ Corebridge Financial IncFinancial 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 deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work We're passionate about excellence. • Employee Assistance Program: Confidential counseling services and resources are available to all employees • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000 • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Markel Group IncClaims Examiner II, Lawyers and Financial Advisors Markel Group IncClaims Examiner II, Lawyers and Financial AdvisorsScottsdale, AZThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.
Trajan Wealth LLCFinancial Advisor - Scottsdale, AZ (Relocation Assistance Available) Trajan Wealth LLCFinancial Advisor - Scottsdale, AZ (Relocation Assistance Available)Scottsdale, AZThis 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.
LPL Financial Holdings IncFinancial Advisor - Mountain America Credit Union LPL Financial Holdings IncFinancial Advisor - Mountain America Credit UnionGlendale, AZThis position will offer: • The ability to build a strong client base with the credit union's exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union's member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
First Command Financial Services, Inc.Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsGlendale, AZDevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
LPL Financial Holdings IncFinancial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankScottsdale, AZThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals • Whatever your vision of success, we're with you every step of the way.
CAPTRUSTWealth Financial Advisor CAPTRUSTWealth Financial AdvisorPhoenix, Arizona$90,000–$100,000 / yearYou'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.
Global Credit UnionFinancial Advisor Global Credit UnionFinancial AdvisorTempe, Arizona$60,000–$80,000 / yearCompensation: 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.
Global Credit Union Home Loans LLCFinancial Advisor Global Credit Union Home Loans LLCFinancial AdvisorMesa, AZ$60,000–$80,000 / yearStarting 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.
Corebridge Financial IncFinancial 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.
Vanguard GroupFinancial Advisor Vanguard GroupFinancial AdvisorScottsdale, AZDevelop a detailed understanding of Vanguard funds, products, and services to educate clients effectively, staying updated on financial planning, capital markets, and the financial services industry. In this role, you will build and maintain strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance.
Northern Trust CorpFinancial Advisor Northern Trust CorpFinancial AdvisorPhoenix, AZ$109,940–$186,760 / yearNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions.
MBE WealthNewFinancial Advisor MBE WealthFinancial AdvisorChandler, AZWe 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.
Bank of America CorpFinancial Solutions Advisor - Stage I - Phoenix Area Bank of America CorpFinancial Solutions Advisor - Stage I - Phoenix AreaPeoria, AZResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clienteleRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).•
Bank of America CorpFinancial 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.