UNKNOWN

FEED

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.

LPL Financial Services

Associate Financial Representative

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Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther

401k Operations Associate

GreenHouseAPI

Mentor architects and senior engineers, communicate technical trade-offs clearly, and represent architecture in vendor negotiations, due diligence, and strategic planning. Familiarity with wealth-management technology such as Salesforce, portfolio management and rebalancing, trading and order management, account opening, and clearing or custodial integrations.

EPC Eneric Petroleum

Enterprise Software Architect

sourcestack_via_bold

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. Summary: 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.

YEAR

Osaic Inc

Senior Finance Manager, M&A

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We partner with Financial Advisors, Registered Investment Advisory (RIA) firms, and Broker-Dealer (BD) firms to provide innovative technology solutions for the wealth management space. In this role, you will assist with a variety of accounting tasks including data entry, reconciliation, and supporting the month-end close.

Davis Talent Search

Staff Accountant

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

ADAPTED_NOW

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.

Osaic

Complex Product Manager

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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. Reporting to the Director of Finance, this individual will manage a team of approximately three individuals and oversee the full transaction lifecycle, including deal sourcing support, valuation, financial modeling, due diligence, transaction execution, and handoff to integration teams.

Advisor Group

This role fills a current gap within the branch exam program, where non-technical examiners follow scripted assessments but need support identifying and clearly articulating cybersecurity risks. A leading national broker-dealer organization is seeking a Cybersecurity Assessment Specialist to support technical security evaluations across its branch office network.

PDS Inc, LLC

Cybersecurity Assessment Specialist

HaleyMarketing

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

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

dstribute

The team's primary objectives include facilitating effective communication regarding wealth purpose and intentions within families, providing educational resources to beneficiaries on responsible wealth stewardship, and equipping family members for future roles and responsibilities. To strengthen and cultivate Vanguard's relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families by adopting a more systematic and dialogue-driven approach to planning.

Vanguard Group

High Net Worth Relationship Manager, Specialist

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.

Senior Domain Data Steward

HOUR

LPL Financial Holdings Inc

Sr Operations Specialist, Account Transfers

Sr Analyst - Overlay

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.

The Vanguard Group

Sr. Relationship Manager - Direct Indexing

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.

LPL Financial

Lending Specialist

Senior Regional Supervisory Principal

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.

Wealth Management Advisor Jobs in Phoenix, AZ

Associate Financial Representative LPL Financial Services

401k Operations Associate Farther

Enterprise Software Architect EPC Eneric Petroleum

Senior Finance Manager, M&A Osaic Inc

Staff Accountant Davis Talent Search

DIRECTOR, SENIOR COMPLIANCE Cresset Capital Management LLC

Complex Product Manager Osaic

Senior Finance Manager, M&A Advisor Group

Cybersecurity Assessment Specialist PDS Inc, LLC

Strategic Project Manager Trajan Wealth LLC

Compliance Analyst TRC Talent Solutions

High Net Worth Relationship Manager, Specialist Vanguard Group

Senior Domain Data Steward Vanguard Group

Sr Operations Specialist, Account Transfers LPL Financial Holdings Inc

Sr Analyst - Overlay LPL Financial Holdings Inc

Sr. Relationship Manager - Direct Indexing The Vanguard Group

Lending Specialist LPL Financial

Senior Regional Supervisory Principal LPL Financial

AVP, IAM AI Engineer LPL Financial Holdings Inc

Principal Security Architect LPL Financial Holdings Inc

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