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Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

Royal Bank of Canada

Client Associate/Registered Client Associate

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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.

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Osaic Inc

IA Processing Specialist

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AVPs in the LOB Digital / Technical Products job family are responsible for leading a digital/technology team focused on defining, managing and delivering digital / technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs. These AVPs are also responsible for translating business priorities into digital / technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital / technology, marketing and line of business product with the end goal of deploying innovative solutions.

Industry leading service that puts our memberships' needs first. We're dedicated to the financial well-being of members of the military and their families for generations to come. That's why we provide a variety of financial products and best-in-class service to help our members achieve their financial goals and plan for the future. Our history continues to drive our purpose. USAA began in 1922 with 25 Army officers who offered to insure each other's vehicles when no one else would. Today, their tiny organization has grown into a respected institution offering a full range of financial products to millions of members. We believe they'd be pleased to know that USAA remains true to their founding values of service, loyalty, honesty and integrity. In 1922, when 25 Army officers met in San Antonio, Texas, and decided to insure each other's vehicles, they could not have imagined that their tiny organization would one day serve over 8 million members and become one of the only fully integrated financial services companies in America. We believe they would be pleased to know that USAA has remained true to their founding values of service, loyalty, honesty and integrity.

USAA

AVP, Digital Service - Life, Health & Annuities

The Domain Data Steward bridges business intent and technical delivery-ensuring data across operational wealth engines and analytical environments is inherently trusted, high-quality, regulatory-defensible, and structurally aligned to power core business operations, advisor tools, and executive analytics. Drive Business Adoption: Act as the primary advocate for the domain to business consumers (advisors, wealth operations, executive reporting)-building confidence in data assets, accelerating self-service analytics, and driving adoption of certified data products.

Vanguard Group

Senior Domain Data Steward

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. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

The Colony Group, LLC

Referral Channel Specialist

The Sales Supervision Principal works closely with advisors and internal stakeholders to evaluate complex transactions, mitigate risk, and support a high-quality client experience. The Sales Supervision Principal reviews and approves transactions requiring firm pre-approval, with a focus on alternative investments and annuity products.

TRC Talent Solutions

Compliance Analyst

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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

Senior Estate Planning Strategist

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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. Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process.

Morgan Stanley

Mortgage Specialist

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. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Vice President, Financial Planning Director - (Western Region)

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Focus Partners Wealth

Coach advisors and businesses on how to build scalable infrastructure, including business processes, workflows, technology, CRM systems, marketing systems, operational procedures, and performance-management frameworks. Build lead-generation programs across digital marketing, social media, educational events, seminars, webinars, referrals, networking, email campaigns, and strategic partnerships.

Integrity Marketing Group

Business Development Consultant

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: Provide leading service and support experiences for our advisors while answering questions, researching issues and completing transactions.

IA Operations Specialist

The Senior Relationship Manager serves as a key client-facing representative for a personalized indexing platform, partnering with financial advisors, client service teams, portfolio management professionals, and other stakeholders to support business growth and client success. The successful candidate will build trusted relationships with advisor organizations, deliver investment-related presentations, communicate complex concepts clearly, and collaborate across teams to enhance the client experience.

Sr. Relationship Manager - Direct Indexing

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. The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

Senior Finance Manager, M&A

Relationship Management Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Director, Advanced Planning

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.

Asset Mark

Sales Intelligence Analyst

Potential applicants will have strong written and verbal communication skills, a desire to learn about Vanguard’s investment and advice methodology, and the desire to interact with clients and internal business partners. In this role, you will work alongside Vanguard’s financial advisors to help them meet client servicing needs and execute on account changes and trading needed to maintain advised client portfolios.

The Vanguard Group

Advice Client Service Representative

Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. 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.

Complex Product Manager

What You Will Do: Independently and consistently provide the right level of consultative support across the client journey based on the client's unique situation and most important needs across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive impactful client outcomes and world-class experiences. Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver comprehensive, hyper-personalized, and tax-efficient portfolio construction solutions and asset transition advice (i.e., asset allocation, tax minimization, optimal investments, multi-year strategy), in alignment with firm advice and guidance.

Edward D Jones & Co LP

Senior Portfolio Consultant- High Net Worth Consultation

The successful candidate will lead strategic planning, product management, capability development, and transformation initiatives across key IAM domains, including Identity Governance & Administration (IGA), Privileged Access Management (PAM), Access Controls, Authentication, Authorization, Directory Services, and Emerging Identity Technologies. This role serves as a senior subject matter expert and strategic advisor, partnering with cyber security leadership, technology teams, business stakeholders, risk, compliance, and audit functions to advance the maturity, effectiveness, and adoption of IAM services across the enterprise.

Wealth Advisor Jobs in Scottsdale, AZ

Client Associate/Registered Client Associate Royal Bank of Canada

IA Processing Specialist Osaic Inc

AVP, Digital Service - Life, Health & Annuities USAA

Senior Domain Data Steward Vanguard Group

Referral Channel Specialist The Colony Group, LLC

Compliance Analyst TRC Talent Solutions

Senior Estate Planning Strategist Osaic

Mortgage Specialist Morgan Stanley

Vice President, Financial Planning Director - (Western Region) Morgan Stanley

Referral Channel Specialist Focus Partners Wealth

Business Development Consultant Integrity Marketing Group

IA Operations Specialist Osaic Inc

Sr. Relationship Manager - Direct Indexing Vanguard Group

Senior Finance Manager, M&A Osaic

Director, Advanced Planning Fidelity

Sales Intelligence Analyst Asset Mark

Advice Client Service Representative The Vanguard Group

Complex Product Manager Osaic

Senior Portfolio Consultant- High Net Worth Consultation Edward D Jones & Co LP

Senior Principal, IAM Strategy & Product Management Northern Trust

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