UNKNOWN

FEED

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. Review, analyze, and summarize complex estate planning and related documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, individual and corporate tax returns, buy-sell agreements, and other planning instruments.

Advisor Group

Senior Estate Planning Strategist

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This individual will build senior-level relationships, identify new business opportunities, increase engagement with our research platform, and work closely with research analysts, sales professionals, corporate access, marketing, and senior leadership. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support.

YEAR

Piper Sandler Companies

Head of RIA & Family Office Research Distribution

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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 Inc

Complex Product Manager

Key Responsibilities As a CFP® at Matson Capital, you serve as a trusted advisor, helping other advisors transition clients to Matson Capital and guiding those clients after that transition by providing comprehensive financial planning services, including Matson Money’s investment management, and retirement planning, to help clients achieve their American Dream. As a CFP® at Matson Capital, you are a trusted teammate dedicated to helping advisors secure the legacy of their businesses, while building rapport with clients as they transition to Matson Capital.

Matson Capital

Certified Financial Planner®– Matson Capital

FULL_TIME

Working knowledge of Dagster (or a comparable orchestration framework such as Airflow or Prefect) and Snowflake, including building data pipelines, modeling warehouse data, and integrating analytical workloads with operational APIs. Strong proficiency in a modern frontend framework (React preferred; Vue or Angular acceptable) with TypeScript, and in at least one backend language commonly used in financial services (Java, Python, Go, Node.js, or C#).

Trajan Wealth LLC

Sr. Full Stack Engineer

Talent Acquisition

The Director of Human Resources serves as a strategic people leader responsible for designing and executing a comprehensive human resources function that drives organizational performance, fosters an exceptional employee experience, and ensures legal compliance. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

Director of Human Resources

As a Senior Manager, Tax , you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders.

Mariner

Senior Manager, Tax

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As a Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses.

Tax Manager

Senior Tax Manager

As a tax manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses.

Tax Manager, Scottsdale, AZ

TEMPORARY

Support compilation and financial statement preparation: enter checks and deposits, complete bank and credit card reconciliations, post journal entries, manage invoicing, process payments, and track accounts receivable and accounts payable. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

HOUR

Tax Internship

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

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

Client Service Associate

Position Responsibilities: Responsible for promoting a full range of Wealth Management solutions to registered investment advisors (RIA) with industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas. In this role, you will be responsible for internal sales and relationship development, Registered Investment Advisor channel management, and functioning as a central resource for all internal departments affecting both channel growth and the common client's success.

Manulife

Associate Managing Director

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. Working knowledge of one or more complex product categories, such as alternative investments, annuities, insurance strategies, structured products, defined-outcome ETFs, options-based ETFs, private markets, or similar structures.

Furthermore, you will conduct back-office reviews of complex, high risk brokerage money movement transactions for accounts clearing through National Financial Services. Branded Society 1851 Wealth Management, our strategy includes growing and retaining our experienced advisor population through MassMutual agencies across the country.

Massachusetts Mutual Life Insurance Company

Suitability Principal

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Beacon Pointe Advisors

Senior Financial Planner

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. The successful candidate will combine strong financial and valuation expertise with an understanding of advisor practice economics, wealth management business models, and inorganic growth strategies.

Finance Manager, M&A

You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. Develop, deliver and maintain comprehensive and complex financial plans to mass affluent, High Net Worth and Ultra High Net worth clients on behalf of senior advisors.

Farther

GreenHouseAPI

The Business Development Manager will partner with business leaders, advisors, and key stakeholders across the Private Bank to ensure opportunities generated through strategic partnerships, sponsorships, client engagement, and targeted business development efforts translate into meaningful client and business outcomes. You will work closely with advisors, market leaders and internal and external partners to advance client opportunities, manage strategic partnerships and sponsorships, and drive a consistent approach to business development across six wealth strategies.

JPMorgan Chase & Co

U.S. Private Bank - Business Development Manager - Vice President or Executive Director

ADAPTED_NOW

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.

Wealth Management Advisor Jobs in Tempe, AZ

Senior Estate Planning Strategist Advisor Group

Head of RIA & Family Office Research Distribution Piper Sandler Companies

Complex Product Manager Osaic Inc

Certified Financial Planner®– Matson Capital Matson Capital

Sr. Full Stack Engineer Trajan Wealth LLC

Director of Human Resources Trajan Wealth LLC

Senior Manager, Tax Mariner

Tax Manager Mariner

Senior Tax Manager Mariner

Tax Manager, Scottsdale, AZ Mariner

Tax Internship Trajan Wealth LLC

Client Service Associate BOK Financial Corp

Associate Managing Director Manulife

Complex Product Manager Advisor Group

Suitability Principal Massachusetts Mutual Life Insurance Company

Senior Financial Planner Beacon Pointe Advisors

Finance Manager, M&A Advisor Group

Senior Financial Planner Farther

U.S. Private Bank - Business Development Manager - Vice President or Executive Director JPMorgan Chase & Co

Senior Estate Planning Strategist Osaic

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