UNKNOWN

FEED

YEAR

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Clients Blackbox, Inc.

Acquisition Marketing Strategist

Workable

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Senior Performance Marketing Manager

Senior Paid Media Manager

Performance Marketing Lead

Growth Marketing Strategist

Paid Social Manager

Paid Media Specialist

Acquisition Marketing Manager

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. 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.

Osaic Inc

Senior Estate Planning Strategist

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ADAPTED_NOW

Osaic

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The Senior Role will serve as a trusted adviser to Compliance colleagues and business leaders, provide clear and practical guidance on complex or recurring matters, and act as a senior escalation point before issues are elevated to the Chief Compliance Officer. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Cresset Capital Management LLC

DIRECTOR, SENIOR COMPLIANCE

FULL_TIME

Conduct ad hoc financial analyses to evaluate new business opportunities, revenue streams, and potential investments across Trajan Wealth's growth pillars - including AUM, annuity, private equity, tax, and estate. This role reports to the Finance Director and partners closely with the Finance Director and company executive leadership to analyze business performance, model growth scenarios, and ensure financial data integrity across all entities.

Trajan Wealth LLC

Financial Analyst

Talent Acquisition

We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives. This role is best suited for someone who is comfortable working in a fast-paced, high-volume environment, can manage multiple detailed tasks without sacrificing accuracy, and takes pride in reliable follow-through.

HOUR

Brighton Jones

Administrative Operations Specialist

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As a CSA, you will provide extraordinary service and solutions to clients while working for a division of Schwab that is leading the industry in servicing retirement plans through intermediary relationships. Capability to multi-task, actively listen, assess client needs, research information, and provide clients with outside of the box" options.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Retirement Client Service Associate

If you are passionate about designing the future of human-AI interaction, thrive in rapidly evolving environments, and believe exceptional experiences should be measured not only by usability but by the outcomes they create, this is an opportunity to make a lasting impact on the future of AI at Edelman Financial Engines. This role is responsible for defining and driving a human-centered AI experience strategy that combines behavioral science, design thinking, and data-driven decision making to create intuitive, trusted, and outcome-oriented AI solutions.

Investment Advisor Jobs in Arizona

Acquisition Marketing Strategist Clients Blackbox, Inc.

Senior Performance Marketing Manager Clients Blackbox, Inc.

Senior Paid Media Manager Clients Blackbox, Inc.

Performance Marketing Lead Clients Blackbox, Inc.

Growth Marketing Strategist Clients Blackbox, Inc.

Paid Social Manager Clients Blackbox, Inc.

Paid Media Specialist Clients Blackbox, Inc.

Acquisition Marketing Manager Clients Blackbox, Inc.

Senior Estate Planning Strategist Osaic Inc

Senior Estate Planning Strategist Osaic

DIRECTOR, SENIOR COMPLIANCE Cresset Capital Management LLC

Financial Analyst Trajan Wealth LLC

Administrative Operations Specialist Brighton Jones

Retirement Client Service Associate The Charles Schwab Corp

Director of AI Experience Design Edelman Financial Engines LLC

Meta Media Buyer Clients Blackbox, Inc.

Paid Acquisition Lead Clients Blackbox, Inc.

Senior Paid Social Manager Clients Blackbox, Inc.

Performance Marketing Manager Clients Blackbox, Inc.

Growth Marketing Lead Clients Blackbox, Inc.

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