UNKNOWN

FEED

YEAR

This role’s focus and priority is to ensure sales growth by recruiting, evolving, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. We are looking for an accomplished Leadership Director with an established advisor practice who is ready to grow into a broader leadership role—developing, mentoring, and guiding a team of advisors toward ongoing success.

GoldBook Financial

Leadership Director - Financial Services

JobScore

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

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FSAs) with ad-hoc inbound brokerage support including service requests, money movement, new account support, and expertise on Merrill Guided Investing with an Advisor (MGIA), Merrill Edge Select Portfolios (MESP), Merrill Guided Investing (MGI), and Merrill Edge Self-Directed (MESD) accounts. FSAs) and select top performing Financial Center Financial Solutions Advisors (FC FSAs) by providing remote operations and brokerage assistance from the financial center, allowing advisors to prioritize building relationships with new and prospective clients.

Bank of America

Consumer Investment-Client Solutions Specialist

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The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.

Robert W Baird & Co Inc

Client Specialist

ADAPTED_NOW

Basic Requirements: • 2+ years of experience in financial services operations or broker-dealer setting • 2+ years working in a customer service operation or contact center • Proficiency with Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint • Excellent communication and organization/multi-tasking skills • A friendly and professional demeanor • Quick learner with basic technical skills to efficiently navigate through various systems • Strong customer focus orientation • High attention to detail, analytical mindset, and problem-solving skills • Be able to work independently and maintain elevated levels of quality and accuracy while under pressure • Self-motivated individual capable of meeting departmental expectations and deadlines • Ability to participate and contribute to a team environment Preferred Requirements: • 4+ years of related brokerage experience • 1+ years of investment advisory experience • Experience with Envestnet / Wealth Management Platform • Completion of the FINRA SIE exam Current Employees and Contractors Apply Here Don't see a job that works for you? • Create strong working relationships with advisors, their office staff and peers across the firm • Demonstrate critical thinking and problem-solving skills to identify our customers stated and unstated needs to deliver required outcomes with exceptional experience • Educate advisors where to find online information and other self-serve solutions • Meet stated satisfaction, quality and production goals • Log interactions within CRM system for most interactions to capture notes and other relevant information for future support needs • Keep up to date on changes to industry and business processes • All other duties as assigned Education Requirements: • Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.

Advisor Group

IA Operations Specialist

Advisor Group Jobs

This role serves Sales teams, Sales Leadership, and broader business leaders across Product, Commercial, Finance, and other functions by measuring performance, identifying trends and business drivers, and developing visualization and reporting tools that provide clear visibility into sales results, forecasts, pipeline, activity, and strategic initiatives. Job Description: The Job / What You'll Do: The Sales Intelligence Analyst is a key member of the Sales Intelligence team responsible for turning sales data and business information into actionable insights, reporting, and analytical tools that improve decision-making, sales effectiveness, and organic growth.

AssetMark, Inc.

Sales Intelligence Analyst

At 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 term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.

Raymond James Financial Inc

Registered Client Associate

Typical situations include an established book with no internal successor, practices seeking acquisition or earn-out, advisors facing family or health transitions who need a credible continuity partner, and advisors whose captive firm offers no clean succession pathway. Description WealthBridge Financial Group is seeking established financial advisors in Tucson & Southern Arizona who are planning a practice transition, reduction, or succession within the next 12–60 months — and who want a clear, confidential path for the continuity of their clients' service through that transition.

WealthBridge Financial Group

Practice Transition Partnership - Tucson & Southern Arizona

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Typical situations include an established book with no internal successor, practices seeking acquisition or earn-out, advisors facing family or health transitions who need a credible continuity partner, and advisors whose captive firm offers no clean succession pathway. WealthBridge Financial Group is seeking established financial advisors in Northern Arizona who are planning a practice transition, reduction, or succession within the next 12–60 months — and who want a clear, confidential path for the continuity of their clients' service through that transition.

Practice Succession & Book Acquisition - Northern Arizona

This role serves Sales teams, Sales Leadership, and broader business leaders across Product, Commercial, Finance, and other functions by measuring performance, identifying trends and business drivers, and developing visualization and reporting tools that provide clear visibility into sales results, forecasts, pipeline, activity, and strategic initiatives. The Job / What You'll Do: The Sales Intelligence Analyst is a key member of the Sales Intelligence team responsible for turning sales data and business information into actionable insights, reporting, and analytical tools that improve decision-making, sales effectiveness, and organic growth.

AssetMark Financial Holdings

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

HOUR

LPL Financial Services

Banking Service Associate Professional

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Your primary focus will be to support our new Secured Credit Account (SCA) is a securities-based line of credit which provides Advisors with a new liquidity tool to help their clients take advantage of an opportunity to invest in a new business or real estate or meet an unexpected expense - all without disrupting their investment portfolio strategy.

Lending Specialist

Summary: The Transition Processing Specialist will be part of a team responsible for the accurate, timely and efficient processing of incoming and outgoing paperwork pertaining to client account opening, account maintenance, rep changes, sponsor company changes and supporting the day-to-day activities associated within Brokerage Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic Inc

Transitions Processing Specialist

FULL_TIME

Founded on the belief that financial advice should be accessible, transparent, and deeply personal, Trajan has grown into a nationally recognized wealth management, tax, and estate planning organization serving individuals, families, and business owners across the country. In this pivotal role, you will serve as a trusted partner to executive leadership and cross-functional teams-driving strategic priorities from concept through completion with precision, accountability, and a continuous improvement mindset.

Trajan Wealth LLC

Strategic Project Manager

Talent Acquisition

Reporting directly to the CMO, this role carries significant autonomy to architect campaigns, optimize spend, and recommend budget reallocation across channels as performance data warrants. Leverage Meta Business Suite, Ads Manager, pixel, and Conversions API (CAPI) at an expert level, including Meta business subscription features such as links in Reels and enhanced CTAs.

Sr. Paid Social Media Campaign Strategist

5+ years of experience in investment management, wealth management, capital markets, trading operations, trading systems, or investment technology, including experience leading complex analysis, testing, issue resolution, or implementation workstreams. Responsibilities: Lead end-to-end analysis of complex trading system, workflow, data, connectivity, and control issues across order creation, execution, allocations, trade posting, and post-trade processes.

Asset Mark

Trading Systems Lead

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This role requires a high degree of initiative, organization, and personal accountability, with responsibility for proactively creating opportunities, managing multiple priorities, and continuously advancing business development activity across the market.

Focus Partners Wealth

Associate Vice President, Business Development

We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

NFP Corp

Commercial Account Manager (Remote, MST)

[AW]-iCims

Review and analyze GCC reports daily to identify priorities, risks, dependencies, and required handoffs; provide GCC with a daily prioritie's report at the start of its working day; and coordinate what GCC should advance while U.S. teams are offline and what U.S. teams must complete so GCC can continue progressing work and meeting field needs. The position will use data and strong cross-functional relationships to identify capacity needs, risks, and opportunities, resolve issues, and help ensure work continues moving effectively across teams and time zones.

AVP, Broking Services

Review and analyze GCC reports daily to identify priorities, risks, dependencies, and required handoffs; provide GCC with a daily prioritie's report at the start of its working day; and coordinate what GCC should advance while U.S. teams are offline and what U.S. teams must complete so GCC can continue progressing work and meeting field needs. Summary: This role serves as a key strategic partner between U.S. business teams and the Global Capability Center (GCC), helping drive alignment, visibility, and accountability across shared workstreams.

Wealth Advisor Jobs in Arizona

Leadership Director - Financial Services GoldBook Financial

DIRECTOR, SENIOR COMPLIANCE Cresset Capital Management LLC

Consumer Investment-Client Solutions Specialist Bank of America

Client Specialist Robert W Baird & Co Inc

IA Operations Specialist Advisor Group

Sales Intelligence Analyst AssetMark, Inc.

Registered Client Associate Raymond James Financial Inc

Practice Transition Partnership - Tucson & Southern Arizona WealthBridge Financial Group

Practice Succession & Book Acquisition - Northern Arizona WealthBridge Financial Group

Sales Intelligence Analyst AssetMark Financial Holdings

Banking Service Associate Professional LPL Financial Services

Lending Specialist LPL Financial Services

Transitions Processing Specialist Osaic Inc

Strategic Project Manager Trajan Wealth LLC

Sr. Paid Social Media Campaign Strategist Trajan Wealth LLC

Trading Systems Lead Asset Mark

Associate Vice President, Business Development Focus Partners Wealth

Commercial Account Manager (Remote, MST) NFP Corp

AVP, Broking Services NFP Corp

AVP, Broking Services Aon Plc

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