Financial Advisor
Prudential Advisors
Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Prudential Advisors has opportunities in: Scottsdale, Arizona with our PLANWELL WEALTH & RISK MANAGEMENT | Prudential Advisors office . Our ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Must be coachable and bring a willingness to learn. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor’s degree in finance or related field Minimum 5+ years of industry experience Must hold current licensing (Life + Series 7 & Series 66) or equivalent. Strong understanding of the investment business Excellent interpersonal & communication skills This position will offer: The ability to work with an existing client base lead Access to LPL Financials’ full open‑architecture independent platform The ability to build a strong book of business with Prudential’s exceptional referral programs The opportunity to create client solutions without proprietary product sales requirements Compensation that is 100% benefitable, regardless of the product or company you sell All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities) The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefits Up to 83% payout on W2 contract (with benefits) & up to 92% on the independent contract We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smoothly as possible. Let’s have a confidential conversation today, please reach out to me directly at View phone number on click.appcast.io or View email address on click.appcast.io. #J-18808-Ljbffr
$100k - $150k
...Financial Advisor Department: Financial Services Employment Type: Full Time Location: Scottsdale, AZ Reporting To: Blake Thibault Compensation: $100,000 - $150,000 / year Description Heffernan Financial is seeking an experienced, driven, and focused Financial Advisor to...SuggestedFull timeTemporary work$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning... ...assistance. We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent...SuggestedWork at officeLocal area- ...Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Scottsdale, AZ....SuggestedWork at officeRemote workRelocationMonday to Friday
- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth , you will work directly with real people...SuggestedLocal areaFlexible hours
- ...About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and... ...through personalized service. The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping...SuggestedLocal area
- ...Merrill Experienced Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...Shift workDay shift
- ...for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their... ...to connect with you. Responsibilities As a Thrivent financial advisor, you’ll: Provide one-on-one financial guidance and connect clients...Local area
- ...Financial Advisor Heffernan Financial is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The Financial Advisor will work with individuals and businesses to meet long-term investment and financial goals. The Financial Advisor will...
- ...A financial services staffing company is seeking remote entry-level Financial Professionals. You will work with clients online to educate them financially, identify their goals, and develop personalized financial plans. This commission-based role allows for part-time flexibility...Full timePart timeRemote work
- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients,...
$60k - $80k
...alignment with goals & industry requirements. Duties and Responsibilities: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars and workshops. Present client financial plan and investment...Temporary workLocal area- Job Description This role is responsible for providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. The position requires client lead triage, referrals to business partners, client meetings to review financial...Temporary workMonday to FridayDay shift
- Bank of America’s Merrill Advisor Development Program seeks individuals aiming to transition to a Financial Advisor role. You will identify client needs, craft investment recommendations, and collaborate with Merrill advisor teams to grow portfolio coverage. You will train...Work at office
- Vanguard is seeking a Certified Financial Advisor in Scottsdale, AZ, offering competitive compensation and benefits. The role involves establishing long-term relationships with clients, providing financial planning guidance, and developing personalized investment strategies...Work from homeMonday to Friday
- Bank of America is seeking a Financial Advisor in Scottsdale, Arizona. This role involves providing tailored financial advice and solutions to clients, ensuring they achieve their financial goals through personalized financial planning and brokerage product recommendations...
- A leading financial services firm in Scottsdale, Arizona, is seeking a Financial Advisor to help clients achieve long-term financial freedom. Candidates will leverage advanced technological tools, support a diversified portfolio, and require an entrepreneurial mindset....
- Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals Triage client leads and make referrals to business partners based on client needs and asset thresholds Meet with clients to review financial and investment goals...
- 慨正橡扯 is seeking a Certified Financial Advisor to join our team in Scottsdale, AZ. The role offers competitive compensation, excellent benefits, and a supportive environment to help you grow your career. Your responsibilities will include establishing long-term client relationships...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant in Scottsdale, Arizona. In this role, you will engage with clients to understand their financial objectives and provide tailored strategies, including investment opportunities and wealth management...
- ...and maintains relationships with participants by delivering personalized financial advice, portfolio management guidance, and an exceptional client experience. As a Vanguard Situational Advisor (VSA) within our Concierge team, you'll play a pivotal role in shaping how...
- ...investors. You can help us advance this mission by joining Vanguard as we strive to redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors—combining real-world client...Full timeApprenticeshipInternshipWorldwide
- ...the best experience for our customers and fostering an inclusive workplace where every employee feels respected and valued. The Financial Advisor role is located in Scottsdale, AZ, and is based within a bank branch, working collaboratively across multiple branches to...Temporary workWork experience placement
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$80k
...Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine... ...by Investment News as one of the \"Best Places to Work for Financial Advisors\", and are a \"Great Place to Work\" certified company...Work at officeEasy work- Lead Exceptional Advisors. Help Shape the Future of Advice.At Vanguard, we're redefining what great wealth management looks like. As a Financial Advisor Manager within our High Net Worth Advice business, you'll lead a team of CFP professionals who serve successful individuals...Full timeWork experience placement
- ...Solutions, L.l.c. in Scottsdale, AZ, is seeking a Business Development Specialist III who will play a crucial role in recruiting financial advisors. This position demands a proactive approach in learning products and managing a pipeline of leads. Ideal candidates will...
- Global Credit Union in Scottsdale, AZ, is seeking a Financial Advisor affiliated with TruStage to partner with LPL Financial. This role empowers you to grow your financial practice while serving credit union members with comprehensive investment solutions. You will build...
- San Blas Securities in Scottsdale, AZ, seeks experienced financial advisors to join our growing team. The role offers commission-based compensation, onboarding incentives, and access to an existing network of institutional clients. The ideal candidate has 5+ years of proven...Remote jobWork from home
- A financial advisory firm in Scottsdale, Arizona is seeking an Experienced Financial Advisor/Financial Planner to deliver personalized investment solutions. The ideal candidate will have a Bachelor’s degree in finance, 5+ years of industry experience, and the necessary...
$60k - $80k
Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to... ...AZ would allow you to join Global Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this...Local area
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