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 - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...Position Overview We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent...SuggestedFull timeWork at officeLocal area- ...Financial Solutions Advisor - Scottsdale Area Scottsdale, Arizona;Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Phoenix, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Scottsdale, Arizona To proceed with your application, you must...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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...SuggestedTemporary workMonday to FridayDay shift
- ...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
$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 proposals...SuggestedTemporary workLocal area- ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift 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
- ...Responsibilities When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral...
- ...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...Local areaFlexible hours
- ...Job Description \n \n \n Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ \n \n Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to...Work at officeRemote workRelocationMonday to Friday
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
- ...where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Scottsdale, AZ. Financial Advisors are based within a bank branch and...Full timeTemporary workPart timeWork experience placementWork at office
- ...Description Logos Wealth Management delivers highly personalized financial services by intentionally limiting the number of clients it... ...Clients benefit from direct communication and ready access to advisors, without being routed through call centers or generic service...Shift work
- ...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$19 - $23 per hour
...treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at About the Role The Financial Counselor is an integral part of a fertility patient’s journey toward becoming a parent. If you are customer‑service minded, detail...Hourly payFull timeRemote workMonday to Friday- ...Job Description \n Lead Exceptional Advisors. Help Shape the Future of Advice. \n \n At Vanguard, we're redefining what great wealth management looks like. \n As a Financial Advisor Manager within our High Net Worth Advice business, you'll lead a team of...Work experience placement
- ...there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$110k - $130k
...Scottsdale, AZ Workplace Setting: Fully Onsite Finance Advisor Website POSITION SUMMARY Primary responsibilities of the... ...Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure...Full timeContract workTemporary workWork experience placementLocal areaRemote work- ...Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This...Work at officeLocal areaRemote workRelocationMonday to Friday
- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay... ...Range: Not Available Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,...Work experience placementWork at officeLocal area
- ...Wealth Advisor Join Us in Making an Impact At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting... ..., ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive...Work experience placementLocal area
- ...Alerus Financial is seeking a Financial Advisor to manage and grow a portfolio of high-net-worth clients, delivering comprehensive financial guidance with a team of specialists. You will focus on client acquisition from existing relationships and new prospects, updating...
- ...Vanguard offers. We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take... ...long‑term relationships. Serve as a liaison between clients, advisors, and service teams to ensure each experience is smooth, supported...
$60k
...retirement provider focused on helping clients achieve their financial goals. We value collaboration, innovation, adaptability, and integrity... ...Do the Right Thing :: One Alerus About the Role The Financial Advisors are responsible for enhancing existing relationships and...Work experience placementWork at officeFlexible hours- ...time off Competitive salary Dental insurance About ARQ Wealth Advisors ARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary... ..., we are passionate about helping our clients achieve their financial goals while delivering a boutique, white-glove service...Work at office
- ...Supports corporate financial activities as financial expert responsible for supporting FP&A, preparation of corporate financial presentations and divisional support as directed. Essential Duties and Responsibilities Preparation and analysis of monthly financial packages...Work at office
- ...to wealth management for each client. As we grow, we are seeking an Associate Wealth Advisor who shares our long‑term vision and values. The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client‑facing capacity, is detail-oriented...Work at office
- ...currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The... ...Advisors in daily aspects of client service, advising, and financial planning Assist with business development efforts Coordinating...Work experience placementWork at office
- ...to our clients while guiding them through all stages of their financial lives. We strive to: Guide, Grow and Guard Your Preferred Lifestyle... .... Job Responsibilities: Work with the Lead Advisor to deliver impactful client meetings. This will entail...Weekend workAfternoon shift
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