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As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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Jobot

Wealth Strategist

This position exercises discretion and independent judgment in evaluating operational issues, determining appropriate resolutions, implementing process improvements, and ensuring the efficient administration of trust accounts. As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.

TrustBank

Senior Trust Operations Specialist

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We serve ultra-high-net-worth families with more than $3 billion in net worth under advisement, and we bring investment advisory, wealth management, tax, accounting, philanthropy, ranching services, and Personal CFO support under one roof, so our clients don't have to coordinate a patchwork of outside professionals. Prepare long-term estate modeling based on goals, current data, tax rates, inflation, and investment assumptions.

Fortitude Family Office

Tax Manager

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Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Vaco provides expert consulting, permanent placement, executive search and strategic stafﬁng for companies around the world, in the areas of accounting, ﬁnance, technology, healthcare, operations, administration and more. As a premier talent solutions ﬁrm, Vaco connects people to their dream jobs and helps leading companies ﬁnd talent to grow their business. Since its founding in 2002, Vaco has grown to more than 35 ofﬁces across the globe, 700+ employees, more than 3,000 consultants and $450M in revenue. Vaco has been named to Inc. magazine’s list of the fastest-growing private companies for past 11 years and is dedicated to developing long-term relationships, life-long careers and creative client solutions.

Vaco LLC

Custodian Integration Manager

Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Phoenix, AZ area. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.

Larson Financial Group, LLC

Senior Financial Planner

Responsibilities: Build the greater Phoenix referral network from zero: concierge and primary care practices, med spas, boutique fitness and performance gyms, chiropractic and physical therapy, dental, wealth advisors, and private clubs. In a world where the healthcare system has been hijacked by middlemen and large corporations that profit from illness, EverSpan Life is on a mission to keep you on the path to healthy aging by enabling you to know, track, and optimize your vital biomarkers over the course of your life.

Everspan Life

Business Development Manager

WizeHire

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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. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

U.S. Bank

Private Wealth Management Private Wealth Advisor

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Beacon Pointe Advisors

Associate Wealth Advisor

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Wealth Advisor - PNC Wealth Management

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

Wealth Advisor Regional Sales Manager - PNC Wealth Management

PNC Bank

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. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Private Wealth Management Senior Private Wealth Advisor

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

Beacon Pointe Advisors LLC

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Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.

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. 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

Wealth Advisor, Schwab Wealth Advisory

Time Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

Sr. Manager, Wealth Advisor Schwab Wealth Advisory

Advisors can focus on what they do best: meeting with qualified prospective clients, developing financial strategies, closing new business, and growing assets under management (AUM). This is an excellent opportunity for a results-driven financial advisor who enjoys building client relationships, delivering financial presentations, and helping individuals and families achieve their retirement and wealth management goals.

TalentBridge

Lead Wealth Advisor

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The Wealth Advisor is responsible for meeting with prospective clients, conducting seminars, recommending wealth management and insurance solutions, and growing new business. The firm provides marketing support, lead generation, appointment scheduling, paperwork processing, and administrative support.

Wealth Advisor

We encourage our Advisors to utilize an "open architecture" environment with the ability to serve clients using multiple custodians, while collaborating with all other business lines in the bank, and delivering best in class options for our clients. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community, while also handling internal referral opportunities.

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

BOK Financial Corp.

Private Wealth Advisor

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The Wealth Advisor II role is responsible for supporting 2 or more Mountain America branches and for showing proficiency in the following areas: Member Engagement: Maintain and deepen long-term relationships with credit union members, understanding their financial needs, goals, and risk tolerance. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.

Wealth Advisor Jobs in Scottsdale, AZ

Wealth Strategist Jobot

Senior Trust Operations Specialist TrustBank

Tax Manager Fortitude Family Office

Custodian Integration Manager Vaco LLC

Senior Financial Planner Larson Financial Group, LLC

Business Development Manager Everspan Life

Private Wealth Management Private Wealth Advisor U.S. Bank

Associate Wealth Advisor Beacon Pointe Advisors

Wealth Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Wealth Advisor Regional Sales Manager - PNC Wealth Management The PNC Financial Services Group Inc

Wealth Advisor - PNC Wealth Management PNC Bank

Private Wealth Management Senior Private Wealth Advisor U.S. Bank

Associate Wealth Advisor Beacon Pointe Advisors LLC

Wealth Advisor, Schwab Wealth Advisory The Charles Schwab Corp

Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab Corp

Lead Wealth Advisor TalentBridge

Wealth Advisor TalentBridge

Private Wealth Advisor BOK Financial Corp.

Wealth Advisor Mountain America Federal Credit Union

Wealth Advisor Mountain America Credit Union

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