Complex Director, Financial Advisors AmeripriseComplex Director, Financial AdvisorsTucson, AZThe Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team. The Complex Director seeks to drive profitable multi-office growth across a closely defined geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity.
Digital Regulatory Advisor Senior Technical Architect – GRC Edward Jones InvestmentsDigital Regulatory Advisor Senior Technical Architect – GRCTempe, AZWithin this organization, the Regulatory Advisory function will serve as the centralized capability responsible for interpreting regulatory requirements, translating them into actionable risk and control expectations, and ensuring the firm maintains a strong, defensible compliance posture. Edward 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).
Senior Safety & Security Advisor (61809) - 304378-4596 Adams and AssociatesSenior Safety & Security Advisor (61809) - 304378-4596Phoenix, AZThis job was posted by https://www.azjobconnection.gov : For more information, please see: https://www.azjobconnection.gov/jobs/7505163 **Description** The Senior Safety & Security Advisor is responsible for working with security team to provide a safe and secure living and working environment for students and staff. - Accepts direction and supervision from the Center Director/Center Duty Officer/Shift Manager to include assignments to temporarily perform job responsibilities of other departments and positions.
NewGlobal Land Border Security Advisor & Training Lead AmentumGlobal Land Border Security Advisor & Training LeadPhoenix, AZThis role involves training and mentoring personnel in border security operations and advising on strategic goods interdiction policies. Ideal candidates should possess extensive tactical experience, fluency in English, and the ability to operate under pressure.
Security Advisor Consultant - 1099 Contract Role GMISecurity Advisor Consultant - 1099 Contract RoleScottsdale, ArizonaThe consultant works independently or alongside client leadership to design, implement, and mature cybersecurity programs, while ensuring measurable improvements in risk reduction and operational effectiveness. Savvy with security, network, collaboration, and cloud, we uniquely integrate technology smarts with security best practice, so customers thrive without taking on unnecessary or inadvertent risk.
Account Manager (Licensed Advisor) - 60-70K Base Salary Plus Bonus Trajan Wealth LLCAccount Manager (Licensed Advisor) - 60-70K Base Salary Plus BonusScottsdale, AZ$60,000–$70,000 / yearFull timeSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). The Account Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers.
Portfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus) Trajan Wealth LLCPortfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus)Scottsdale, AZFull timeThe Portfolio Manager is a licensed Fiduciary Advisor who works out of our corporate office maintaining and continuing the relationship with and established book of current Trajan Wealth customers. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
Financial Advisor - Scottsdale, AZ (Relocation Assistance Available) Trajan Wealth LLCFinancial Advisor - Scottsdale, AZ (Relocation Assistance Available)Scottsdale, AZFull timeThis role requires a strong technical understanding of financial markets and retirement planning, along with a client-first mindset and the ability to identify and implement additional financial planning opportunities. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
Solutions Advisor Ventura Community PartnersSolutions AdvisorScottsdale, AZOwn the technical onboarding of new communities - whether through new management contracts or property acquisitions — coordinating the data and configuration requirements on the community's end while partnering with the Implementation and Change Management Manager to ensure all pieces are ready for a smooth go-live. This role owns three connected responsibilities: demonstrating BUURT to prospective clients and communities, driving feature adoption among existing VCP communities, and leading the technical onboarding of new communities - whether through new management contracts or community takeovers.
Financial Advisor Northwestern MutualFinancial AdvisorPhoenix, Arizona$61,000–$250,000 / yearFull timeNorthwestern 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.
NewAcademic Advisor Embry-Riddle Aeronautical UniversityAcademic AdvisorPrescott, AZFor nearly 100 years, Embry-Riddle has been the world's leading aviation and aerospace university, educating more than 30,000 students across residential campuses in Daytona Beach, Florida, and Prescott, Arizona, as well as through a global network of Worldwide locations and online programs. The Academic Advisor for Undergraduate Students at Embry-Riddle Aeronautical University, Prescott Campus, provides comprehensive academic guidance and student support within a rigorous, aviation and STEM focused learning environment.
Outbound Investment Advisor Edelman Financial Engines LLCOutbound Investment AdvisorPhoenix, AZResponsibilities: • Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Service Advisor - Phoenix, AZ RivianService Advisor - Phoenix, AZPhoenix, Arizona$23.37–$26.74 / hourFull timeRivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian’s service providers, including providers of background checks, staffing services, and cloud services.
Financial Solutions Advisor - Registration Candidate - Tucson Area Bank of America CorpFinancial Solutions Advisor - Registration Candidate - Tucson AreaTucson, AZOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. On screen copy Trained by the award-winning Academy at Bank of America Brandon Hall Gold Award for Learning and Development" From my first day to today the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses.
NewInformation System Security Officer (ISSO) KBR IncInformation System Security Officer (ISSO)Chandler, AZRemote$125,000–$155,000 / yearThe successful candidate will provide support to the Test Resource Management Center's (TRMC) All Domain Test Range (ADTR) and INDOPACOM Pacific-Rim Multi-Domain Training and Experimentation Capability Team, Joint Mission Environment Test Capability (JMETC) Secret Network (JSN) Node, JMETC Multiple Independent Levels of Security Network (JMN) Node, Secret Defense Research and Engineering Network (SDREN), Defense Research and Engineering Network (DREN). DoD Network experience: Experience working with DoD Wide Area Networks and familiarity with various network architectures and common protocols to include: Experience working with Defense Research and Engineering Network (DREN).
Centralized Financial Advisor Desert Financial Credit UnionCentralized Financial AdvisorPhoenix, AZOperating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions.
Chief Information Security Officer (CISO) AchieveChief Information Security Officer (CISO)Tempe, AZRemoteFull timeSince 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner. The Chief Information Security Officer (CISO) is responsible for establishing and executing the enterprise cybersecurity strategy for a high-growth, private fintech company operating in a highly regulated, cloud-first environment.
Student Resident Advisors (9) Dine CollegeStudent Resident Advisors (9)Tsaile, AZThe SRA is expected to be a person who be a person genuinely cares about others, inspires respect, establishes a good example in attitude and behavior, and communicates and works well with a diverse group or population of others. While this list is intended to reflect the current job accurately, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorTempe, AZ$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor-Sun City AZ U.S. BancorpWealth Management Advisor-Sun City AZSun City, AZ$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor- Chandler AZ U.S. BancorpWealth Management Advisor- Chandler AZChandler, AZ$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Associate 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.
Associate Director, Supply Chain Advisor (Hybrid) RTX CorpAssociate Director, Supply Chain Advisor (Hybrid)Tucson, AZLead team collaboration with functional SMEs across Raytheon's LCC, SCM leadership, business partners, and other RTX legal entities, to obtain executive leadership buy-in and to implement and maintain organization-wide impacting operational policies, processes, templates, and tools. Strong collaboration and partnering, maintaining strong relationships with peers, internal clients, and external customers as this candidate will have regular interaction with Supply Chain personnel, LCC and Program Counsel, other SME functions, and other business entities.
Digital Regulatory Advisor Sr Technical Architect - GRC Edward D Jones & Co LPDigital Regulatory Advisor Sr Technical Architect - GRCAZRole Overview: The Regulatory Change & Advisory Lead is a Senior Individual Contributor role responsible for monitoring, interpreting, and operationalizing the regulatory landscape across technology, cybersecurity, and data domains. Within this organization, the Regulatory Advisory function will serve as the centralized capability responsible for interpreting regulatory requirements, translating them into actionable risk and control expectations, and ensuring the firm maintains a strong, defensible compliance posture.
Advisor - Nursing Planning and Strategy Execution Mayo ClinicAdvisor - Nursing Planning and Strategy ExecutionPhoenix, AZ$101,962–$153,109 / yearIn partnership with site nursing leadership, key stakeholders, and the designated Department of Nursing strategy team, the Advisor - Nursing Strategic Planning & Execution is responsible for supporting the development, planning, and execution of strategic priorities. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations.
NewWealth Advisor, BridgePort EPC Eneric PetroleumWealth Advisor, BridgePortPhoenix, AZAs a growing fee‑only registered investment adviser (RIA), we empower advisors to grow, protect, and leave a legacy on their terms through flexible partnership models, integrated technology, and personalized support. This role manages client portfolios, supports long‑term planning strategies, and helps grow client relationships through proactive service and trusted advice.
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.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsTucson, AZ2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. 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.
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.
Associate Wealth Advisor Raymond James Financial IncAssociate Wealth AdvisorScottsdale, AZAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client-facing capacity, is detail-oriented, and demonstrates empathy in their day-to-day work.
NewWealth Advisor (Scottsdale, AZ) Mercer AdvisorsWealth Advisor (Scottsdale, AZ)Scottsdale, AZ$85,000–$145,000 / yearOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.*.
Financial Solutions Advisor - Registration Candidate - Sierra Vista Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Sierra Vista AreaSierra Vista, ArizonaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- Valley Crest Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Valley Crest MarketGlendale, ArizonaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Advisor - Edward Jones Connections Edward D Jones & Co LPFinancial Advisor - Edward Jones ConnectionsTempe, 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.
Sr. Financial Advisor - Edward Jones Connection Edward D Jones & Co LPSr. Financial Advisor - Edward Jones ConnectionAZEdward 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.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorChandler, AZFull-time Associates receive the following benefits: 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. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
NewAssociate Wealth Advisor 130 Raymond James Financial ServicesAssociate Wealth AdvisorScottsdale, AZThe ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client‑facing capacity, is detail-oriented, demonstrates empathy, and is coachable with strong people skills. Essential Duties and Responsibilities Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPhoenix, AZ$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
NewSolutions Advisor CCMC Community ManagementSolutions AdvisorScottsdale, AZTechnical Implementation & Community Onboarding Own the technical onboarding of new communities - whether through new management contracts or property acquisitions - coordinating the data and configuration requirements on the community's end while partnering with the Implementation and Change Management Manager to ensure all pieces are ready for a smooth go-live. This role owns three connected responsibilities: demonstrating BUURT to prospective clients and communities, driving feature adoption among existing VCP communities, and leading the technical onboarding of new communities - whether through new management contracts or community takeovers.
Virtual 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.
NewStudent Success Advisor Covista IncStudent Success AdvisorPhoenix, AZ$24–$28 / hourThey advise students on university policies and procedures, program and degree requirements, and related academic matters; and work closely with other university support teams to ensure that student inquiries are addressed in a timely and effective manner. Student Success Advisor facilitates student success by defining and implementing proactive strategies that help students stay on track to fulfill their educational goals.
NewAssociate Wealth Advisor FwainvestAssociate Wealth AdvisorScottsdale, AZWe expect our associates at all levels to:- Grow professionally and inspire others to do the same- Work with and through others to achieve desired outcomes- Make prompt, pragmatic choices and act with the client in mind- Take ownership and hold themselves and others accountable for delivering results that matter- Contribute to the continuous evolution of the firmAt Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.***Education****Work Experience****Certifications****Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Camelback and 44th) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Camelback and 44th)Phoenix, 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.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Biltmore) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Phoenix, AZ (Biltmore)Phoenix, AZUsing 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 Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Prescott Valley, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Prescott Valley, AZPrescott Valley, AZUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Cottonwood/Sedona, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Cottonwood/Sedona, AZSedona, AZUsing 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.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZPeoria, AZUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Litchfield Park/Buckeye, AZ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Litchfield Park/Buckeye, AZBuckeye, AZUsing 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.