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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

Associate Service Consultant

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YEAR

Sr Analyst - Overlay

Avp, Conference Experiences & Events

Work across a broad security technology stack including endpoint detection and response (EDR), email security platforms, SIEM and log management systems, secure browser technologies, cloud security platforms, IDS/IPS, DLP, WAF, firewalls, and AI security and automation platforms. 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.

VP, Cloud Security Operations

Mutual Fund Trader

Compliance Analyst

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. 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.

Avp, Senior Network Engineer

Team Overview: The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm's evolution to deliver ongoing financial planning and asset management services.

Edward D Jones & Co LP

Senior Tax Strategist - High Net Worth

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Sr. Tax Planner

Avp, Data Center Network Engineer

In this role, you will be responsible for activities related to the management and administration of financial advisors' commissions payments which will include working with internal stakeholders and fund companies to resolve complex commission problems and processing commission payments. 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.

Associate Analyst, Client Compensation

AVP Tech, Edge Security Engineer

Summary: The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. 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

Finance Manager, M&A

Position: Paraplanner Firm: Oxford Retirement and Estate Planning Location: Sun City, AZ Overview: At Oxford Retirement and Estate Planning , located in Sun City, AZ , we specialize in providing comprehensive retirement and estate planning services to our clients. With a commitment to integrity and personalized care, we guide individuals and families through the complexities of financial planning, ensuring peace of mind and security for their golden years and beyond.

Advisor Talent Solutions

Paraplanner - Sun City, AZ

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ADAPTED_NOW

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office 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.

IA Processing Specialist

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You will partner closely with Practice Management leaders, field leaders, business stakeholders, and Enterprise Learning teams to identify capability gaps, align learning initiatives to business objectives, and drive the adoption of new skills, behaviors, and ways of working across the field. This role combines strategic leadership, learning expertise, and business partnership to ensure branch teams are prepared to meet the evolving needs of clients while advancing the firm's Human-Centered Complete Wealth Management strategy.

Team Ldr, HO Learning

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. Responsibilities: Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions meet the needs of potential financial advisors/enterprises.

Svp, Business Development

In conjunction with the Market Executive and other Institutional Risk Officers within the Market, the Senior Institutional Risk Officer has accountability in the Market for maintaining a consistent control environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Morgan Stanley

Senior Institutional Risk Officer

The Director of Insurance Solutions serves as a trusted resource to financial professionals by demonstrating the value of Cambridge's planning and insurance solutions, identifying opportunities to enhance client outcomes, and helping advisors integrate planning strategies into their practices. Identify opportunities to increase adoption of Cambridge's insurance and financial planning solutions through Advisor outreach, referrals, networking, and internal partnerships.

EPC Eneric Petroleum

Director of Insurance Solutions

The Director, Practice Management Measurement, Reporting & Analysis is responsible for establishing and leading the measurement, analytics, and performance management capabilities that inform which strategies, practice models & interventions create meaningful business outcomes across Practice Management. The role serves as the primary steward of Practice Management performance measurement, overseeing the development of diagnostic frameworks, KPI architecture, benchmarking methodologies, and reporting ecosystems that evaluate the effectiveness of key business initiatives and advisor outcomes.

Wealth Advisor Jobs in Phoenix, AZ

Associate Service Consultant LPL Financial Services

Sr Analyst - Overlay LPL Financial Services

Avp, Conference Experiences & Events LPL Financial Services

VP, Cloud Security Operations LPL Financial Services

Mutual Fund Trader LPL Financial Services

Compliance Analyst LPL Financial Services

Avp, Senior Network Engineer LPL Financial Services

Senior Tax Strategist - High Net Worth Edward D Jones & Co LP

Sr. Tax Planner LPL Financial Services

Avp, Data Center Network Engineer LPL Financial Services

Associate Analyst, Client Compensation LPL Financial Services

AVP Tech, Edge Security Engineer LPL Financial Services

Finance Manager, M&A Osaic

Paraplanner - Sun City, AZ Advisor Talent Solutions

IA Processing Specialist Osaic

Team Ldr, HO Learning Edward D Jones & Co LP

Svp, Business Development Osaic

Senior Institutional Risk Officer Morgan Stanley

Director of Insurance Solutions EPC Eneric Petroleum

Director, Practice Management Measurement, Reporting & Analysis Edward D Jones & Co LP

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