Associate Private Wealth Advisor The Bahnsen Group LLCAssociate Private Wealth AdvisorPhoenix, AZFull timeThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
Wealth Strategist JobotWealth StrategistPhoenix, AZ$150,000–$175,000 / yearAs 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.
Wealth Management Associate Vaco LLCWealth Management AssociatePhoenix, AZ$60,000–$65,000 / yearDetermining 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.
Senior Director – Experienced Advisor Acquisition Edward Jones InvestmentsSenior Director – Experienced Advisor AcquisitionTempe, AZThis role partners closely with senior leadership, Finance, Business HR, and field leadership to anticipate workforce needs, build proactive pipelines, and deliver a best-in-class candidate experience. The Senior Director, Experienced Advisor Acquisition provides strategic leadership for the firm’s advisor and client-facing talent attraction efforts, ensuring the acquisition of high-quality, growth-oriented professionals aligned with firm values and long-term objectives.
Sr Tax Manager JobotSr Tax ManagerScottsdale, AZ$130,000–$150,000 / yearA highly regarded boutique family office serving high-net-worth clients with a full suite of services—including tax, investment, estate, and insurance planning—designed to deliver seamless, white-glove financial guidance, while offering strong career longevity, a healthy work-life balance, and the opportunity to build long-term client relationships. 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.
Team Leader – Practice Management Consulting Edward Jones InvestmentsTeam Leader – Practice Management ConsultingTempe, AZThe Team Leader, Practice Advisory Consulting leads and develops a high-performing team responsible for delivering scalable, high-impact consulting support to financial advisors. 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).
NewFinancial Consultant (Financial Solutions Branch) Charles SchwabFinancial Consultant (Financial Solutions Branch)Phoenix, AZYour typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base.
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZScottsdale, AZOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
NewAssociate Private Wealth Advisor The Bahnsen GroupAssociate Private Wealth AdvisorPhoenix, AZThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorScottsdale, AZYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorScottsdale, AZThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
NewAssociate Private Wealth Advisor AimwelAssociate Private Wealth AdvisorPhoenix, AZThe Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorScottsdale, AZThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
NewAssociate Wealth Advisor Beacon PointeAssociate Wealth AdvisorScottsdale, AZQualificationsFour-year college degree (Bachelor's degree in Finance, Business or Economics preferred)Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred1 - 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/dealerExcellent written and verbal communication skillsStrong organizational, analytical, and interpersonal skillsAbility to excel in a fast-paced, team environmentProficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, ServiceAbout Beacon Pointe AdvisorsBeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. This entails frequent communication with clients and internal associates - both verbally and in writingServing as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasksProviding direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planningAssist with business development effortsCoordinating timely investment process of new client accounts within internal guidelinesResponsibility for client data in various internal systems including the firm's portfolio management database (Tamarac)Developing in depth understanding of portfolio construction and risk managementCommunicating with separate account managers regarding client service issuesOther duties as assignedAdditional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
NewWealth Advisor ARQ Wealth Advisors LLCWealth AdvisorScottsdale, AZBoutique Service Model: Unlike firms where advisors manage 300-400 clients, we limit the number of clients per advisor to ensure a high-touch, personalized service experience. As a Wealth Advisor at ARQ, you will serve as the primary point of contact for your clients while working closely with our support staff and executive team to deliver comprehensive financial planning solutions.
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).
NewAssociate Wealth Advisor, Schwab Wealth Advisory Charles Schwab CareersAssociate Wealth Advisor, Schwab Wealth AdvisoryPhoenix, AZWhat you haveRequired QualificationsPrioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery. Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
NewPrivate Wealth Advisor, BridgePort EPC Eneric PetroleumPrivate Wealth Advisor, BridgePortPhoenix, AZJob Summary BridgePort is seeking an experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through sophisticated investment advice, comprehensive planning, and long-term relationship management. As 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.#J-18808-Ljbffr.
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.
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.
Wealth Advisor ARQ Wealth Advisors, LLCWealth AdvisorScottsdale, AZBoutique Service Model: Unlike firms where advisors manage 300-400 clients, we limit the number of clients per advisor to ensure a high-touch, personalized service experience. ARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary wealth management firm based in Scottsdale, Arizona, overseeing more than $600 million in client assets.
NewClient-First Wealth Advisor Associate FwainvestClient-First Wealth Advisor AssociateScottsdale, AZThe role emphasizes strong communication, empathy, and teamwork in a client-focused wealth management environment, onsite at the Scottsdale office.#J-18808-Ljbffr. Key Wealth Management in Scottsdale, AZ seeks an Associate Wealth Advisor to support the financial advisory team.
NewStrategic Wealth Advisor & Client Growth JobtailorStrategic Wealth Advisor & Client GrowthPhoenix, AZCandidates should have a 4-year degree (preferred), Series 65 (or willing to obtain within 90 days), and at least 4 years of sales experience in wealth management.#J-18808-Ljbffr. JobTailor is seeking a Wealth Management professional to develop client relationships and provide ongoing financial planning and investment management services.
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.
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.
NewSenior Wealth Advisor: Hybrid Role, Client Solutions Arthur J Gallagher &Senior Wealth Advisor: Hybrid Role, Client SolutionsPhoenix, AZThe ideal candidate will cultivate client relationships, prospect for new business, and provide advisory services to meet clients' needs. A leading financial services firm in Phoenix is seeking an experienced Financial Advisor to build and maintain wealth management relationships.
NewAssociate Wealth Advisor Stratos Wealth PartnersAssociate Wealth AdvisorScottsdale, AZG&G Wealth is an experienced Scottsdale based team of professionals who strive to provide tailored, expert advice on all aspects of wealth management for a select group of women individuals, families, and businesses both locally and around the country. If you have a passion for helping people achieve their dreams and are looking for an opportunity to learn the world of financial planning, trading, and investing within a collaborative, experienced team culture, then consider an opportunity to join G&G Wealth.
NewPrivate Wealth Advisor: Craft Bespoke UHNW Strategies Goldman Sachs GroupPrivate Wealth Advisor: Craft Bespoke UHNW StrategiesPhoenix, AZGoldman Sachs Group, Inc. is seeking a Private Wealth Advisor in Arizona to create customized wealth management strategies for ultra high net worth individuals and families. The role requires an entrepreneurial spirit and a strong focus on client relationships while providing exceptional service.
NewSenior Wealth Advisor (On-Site) REDWSenior Wealth Advisor (On-Site)Phoenix, AZ$121,265–$170,000 / yearWith offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you'll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. At REDW, one of the nation's largest and fastest-growing accounting and advisory firms, we're building something special and we want you to be part of it.
NewPrivate Wealth Advisor - FineMark FineMark National Bank & TrustPrivate Wealth Advisor - FineMarkScottsdale, AZAbout Working at FineMark Bank and Trust, a division of Commerce BankFineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long‑lasting client relationships. Analyze clients' complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives.
Private Wealth Advisor - FineMark Commerce Bancshares IncPrivate Wealth Advisor - FineMarkScottsdale, AZAnalyze clients' complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives. FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships.
NewPrivate Wealth Advisor: Holistic Planning & Digital Tools AumniPrivate Wealth Advisor: Holistic Planning & Digital ToolsPhoenix, AZThis will be done with a consistent focus on relationship management, not portfolio managementDemonstrate a deep understanding of financial markets and sound business judgementExhibit unwavering integrity that points toward doing right by clients at every opportunityDemonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investmentsProvide a holistic view of clients' needs and financial coaching beyond investmentsEmbrace digital innovations to help clients become more digitally confident and bank when, where, and how they wantRequired qualifications, capabilities, and skillsAt least 2 years in a Financial Advisor role or equivalent financial services experienceDemonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partnersDemonstrated ability and commitment to goals‑based planning and adviceA valid and active Series 7A 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 employmentA 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 employmentPreferred qualifications, capabilities, and skillsCertified Financial Planning (CFP) certification is preferredBachelor's degree preferredInvestment and Insurance Products AreNOT FDIC INSUREDNOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYNOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATESSUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDChase 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.
Financial Advisor - TruStage Wealth Management LPL Financial Holdings IncFinancial Advisor - TruStage Wealth ManagementAZ$60,000–$100,000 / yearThis employment opportunity at TruStage located at TruStage Wealth Management in Remote, USA would allow you to join TruStage Wealth Management as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at TruStage Wealth Management supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
NewBoutique Wealth Advisor (CFP®) Team-Driven Growth ARQ Wealth Advisors LLCBoutique Wealth Advisor (CFP®) Team-Driven GrowthScottsdale, AZThe ideal candidate will have a minimum of 3 years in personal finance, possess strong interpersonal and communication skills, and hold a Bachelor's degree alongside a CFP® or ChFC® certification. ARQ Wealth Advisors, LLC in Scottsdale, Arizona is looking for an early-career Certified Financial Planner (CFP®) for the Wealth Advisor position.
NewPremier Wealth Advisor & Strategy Banker PNC BankPremier Wealth Advisor & Strategy BankerScottsdale, AZThe candidate will develop strategies to acquire and retain Mass Affluent clients, while collaborating with internal partners to drive revenue and deliver exceptional client experiences. Applicants must hold a bachelor's degree and have 3+ years of relevant experience, with FINRA Series 7 and 66 licenses essential for this position.
NewWealth Advisor OneAZ Credit UnionWealth AdvisorGlendale, AZCultivate strong working relationships and build trust among credit union staff by attending and participating in staff meetings and other credit union staff functions. Attend all required training and informational meetings such as those scheduled by the officer over investment services, the training department, or by whatever group oversees broker dealer compliance.
NewAssociate Wealth Advisor (Hybrid) Client Impact Charles SchwabAssociate Wealth Advisor (Hybrid) Client ImpactPhoenix, AZCharles Schwab in Phoenix, Arizona is seeking an Associate Wealth Advisor to support multiple Wealth Advisors by managing client relationships and delivering personalized financial planning. Schwab promotes a culture of trust and offers a comprehensive benefits package alongside opportunities for professional growth in a hybrid work environment.#J-18808-Ljbffr.
NewSenior Private Wealth Advisor for Clients EPC Eneric PetroleumSenior Private Wealth Advisor for ClientsPhoenix, AZBridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. You will lead client engagements, tailor planning strategies, and maintain ongoing client communications to build trust and retention in a hybrid work environment.#J-18808-Ljbffr.
Wealth Advisor (Scottsdale, AZ) Mercer AdvisorsWealth Advisor (Scottsdale, AZ)Scottsdale, ArizonaOur 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.*.
Wealth Advisor Career Headhunter LLCWealth AdvisorPhoenix, AZFull timeOur advisors are supported by a collaborative culture, innovative resources, professional development opportunities, and a shared commitment to helping clients and advisors achieve meaningful success. If you're looking for greater flexibility, stronger support, long-term growth opportunities, and a platform designed to help advisors succeed, we'd love to connect with you.
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.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementGoodyear, ArizonaIn 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.
NewWealth Relationship Advisor - Fiduciary & Advisory Northern TrustWealth Relationship Advisor - Fiduciary & AdvisoryPhoenix, AZThe role involves managing an assigned account base of wealth management clients, providing holistic advice, and guiding clients on fiduciary duties. Exceptional problem-solving, negotiation, and sales skills are necessary for this role.#J-18808-Ljbffr.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryPhoenix, AZTime 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.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryPhoenix, AZClient 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.
NewWealth Advisor, Schwab Wealth Advisory Charles Schwab CareersWealth Advisor, Schwab Wealth AdvisoryPhoenix, AZWhat You HaveRequired Qualifications* 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.* Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.* What you haveAdditional Requirements* Bachelor's degree* Active FINRA Series 7 license* May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.*
NewSr. Manager, Wealth Advisor - Schwab Wealth Advisory Charles Schwab CareersSr. Manager, Wealth Advisor - Schwab Wealth AdvisoryPhoenix, AZCoachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.* Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations. What you haveAdditional Requirements* CFP® designation or CFA® designation* Bachelor's degree* Active FINRA Series 7 license* May be obtained with a 120-day condition of employment* Active FINRA Series 66 license (or equivalent)* May be obtained within the first 120 daysIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.