Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth & Benefits Advisor

Gallagher

Gallagher is seeking a Financial Advisor in Phoenix, Arizona, to build and maintain wealth management relationships. The ideal candidate will manage client interactions, prospect for new clients, and provide tailored financial solutions. With 5-10 years of relevant experience and a Bachelor's degree, you’ll also possess Series 7, 65, and 66 licenses. This role provides a hybrid working model. Gallagher offers a competitive salary and robust benefits, including medical plans and 401(K) options. #J-18808-Ljbffr Gallagher

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth & Benefits Advisor in Phoenix, AZ vacancy
  •  ...development. The ideal candidate has at least ten years of experience in insurance, strong communication skills, and a valid insurance license. Opportunities for individual growth and a competitive benefits package are offered. #J-18808-Ljbffr Alliant Insurance Services
    Senior

    Alliant Insurance Services

    Phoenix, AZ
    4 days ago
  • $160k - $200k

     ...Job Description Our Health and Benefits business helps large and mid-size clients control health and welfare plan costs, improve health...  ...skills ~ Superior ability to influence and collaborate with senior management and work across all levels of an organization ~... 
    Senior
    Temporary work
    Seasonal work
    Local area
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Phoenix, AZ
    7 hours ago
  • Cardinal Health is seeking a Senior Benefits Consultant to lead the administration of leave and disability programs. This role involves managing day-to-day operations of leave programs, serving as the primary contact for external vendors, and supporting benefits initiatives... 
    Senior
    Flexible hours

    Cardinal Health

    Phoenix, AZ
    1 day ago
  • AO Globe Life is looking for motivated individuals for a fully remote role to help families access essential benefit programs. The position involves conducting scheduled virtual consultations, guiding clients through various options, and maintaining client relationships... 
    Suggested
    Remote job
    Flexible hours

    AO Globe Life

    Phoenix, AZ
    1 day ago
  •  ...we serve. All full-time employees receive competitive base pay, benefits, and equity (RSUs) — because everyone who helps build Gusto...  ...the interview process. About the Role As a Licensed Dedicated Advisor, you'll guide small business owners through one of the most important... 
    Suggested
    Full time
    Work at office
    Local area
    2 days per week
    3 days per week

    Monograph

    Phoenix, AZ
    4 days ago
  •  ...party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds:...  ...Requirements Bachelors degree preferred 3‑5 or more years in Defined Benefit work Experience in analysis of financial data required... 
    Senior
    Remote job
    Local area

    Ascensus, LLC.

    Phoenix, AZ
    1 day ago
  •  ...growth and maintain strong client relationships with employee benefit brokers and consultants, stop loss carriers, and various clinical...  ...Responsibilities Leverage the existing network of benefit advisors to retain consulting services. Identify and pursue new business... 
    Senior
    Remote job
    Full time
    Work at office
    Work from home

    CRC Group

    Phoenix, AZ
    20 hours ago
  • PowerToFly is seeking a skilled consultant for their Deloitte Human Capital team in Arizona. This role involves preparing financial projections, managing health plans, and supporting HR processes. The ideal candidate will have at least 6 years of experience in health consulting...
    Senior

    PowerToFly

    Phoenix, AZ
    3 days ago
  • $23.15k - $150k

     ...being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary The Employee Benefits Insurance Advisor strategically plans for the sales and underwriting profitability of the agency’s employee benefits business. Individually... 
    Immediate start

    RadNet, Inc.

    Phoenix, AZ
    4 days ago
  • Mercer is seeking a Pharmacy Benefits Actuarial Consultant to join our Pharmacy Benefits Management practice in a hybrid role based near...  ...three days in the office per week. You will serve as a senior resource to the Actuarial and Financial Group, lead engagements... 
    Senior
    Work at office

    Mercer

    Phoenix, AZ
    1 day ago
  • $18.5 per hour

    WTW is looking for a Seasonal Benefit Customer Service Representative for a remote position, requiring occasional office presence in Tempe. This role involves assisting clients with health care and pension plan inquiries and delivering outstanding customer service. Candidates... 
    Remote job
    Full time
    Seasonal work
    Work at office

    WTW

    Phoenix, AZ
    2 days ago
  • Gusto is seeking a Licensed Dedicated Advisor in Phoenix, Arizona, to guide small business owners through health benefits decisions. In this high-impact role, you will build relationships with clients, ensuring they understand their options. The ideal candidate has 4+ years... 
    Work at office
    Remote work
    Work from home

    Gusto

    Phoenix, AZ
    3 days ago
  • Gusto is seeking a Licensed Dedicated Advisor in Phoenix, Arizona, to guide small business owners through crucial health benefits decisions. You will build relationships with clients, assisting them in understanding their options and supporting them in their decisions.... 

    Monograph

    Phoenix, AZ
    4 days ago
  • $105.1k - $150.1k

     ...Job Summary As a Senior Benefits Consultant on the U.S. Benefits team, you’ll lead the administration and continuous improvement of Cardinal Health’s leave and disability programs while supporting benefits projects for our expanding Navista/MSO (Management Services Organization... 
    Senior
    Temporary work
    Work experience placement
    Local area
    Immediate start
    Flexible hours

    Cardinal Health

    Phoenix, AZ
    9 hours ago
  • $48k - $100k

     ...financial institution is seeking an Experienced Financial Advisor in Phoenix, Arizona, to deliver comprehensive wealth management services. The role requires at least 5+...  ...$48,000 to $100,000 annually and industry-leading benefits. Join a diverse team committed to achieving... 
    Senior

    Bank of America

    Phoenix, AZ
    3 days ago
  • Northern Trust Corp. is seeking an experienced investment professional to manage investment activities for a spectrum of fee-revenue producing accounts, including personal trusts and client portfolios. The role requires developing investment objectives and planning strategies...
    Senior

    Northern Trust Corp.

    Phoenix, AZ
    1 day ago
  • Northern Trust seeks a qualified candidate for a role focused on managing complex wealth management client relationships in Phoenix, Arizona. The position involves developing marketing strategies and negotiating loan agreements while providing expert consulting. Candidates... 
    Senior

    Northern Trust

    Phoenix, AZ
    20 hours ago
  • Vanguard seeks a client relationship professional to deepen client engagement, assess financial goals, and tailor investment and planning solutions. You will collaborate with internal teams to deliver services and support the overall advisory process. Ideal candidates have...
    Senior

    Jobtailor

    Phoenix, AZ
    3 days ago
  • BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors... 
    Senior

    EPC Eneric Petroleum Corp.

    Phoenix, AZ
    1 day ago
  • BOK Financial is seeking a Senior Trust Officer to administer personal trust, custody, estate, investment agency, and IRA accounts. The successful candidate will manage complex client relationships and ensure compliance with various laws and fiduciary standards. The ideal... 
    Senior

    BOK Financial

    Phoenix, AZ
    1 day ago
  • A financial services company in Phoenix seeks a Financial Advisor to enhance relationships and develop new business opportunities. The...  .... The company offers competitive compensation, a comprehensive benefits package, and a collaborative work environment. #J-18808-Ljbffr... 
    Senior

    Alerus

    Phoenix, AZ
    3 days ago
  •  ...services firm in Phoenix is seeking an experienced Financial Advisor to build and maintain wealth management relationships. The ideal candidate will...  ...position offers a hybrid working model and a comprehensive benefits package including medical and retirement plans. #J-18808... 
    Senior

    Arthur J. Gallagher & Co. (AJG)

    Phoenix, AZ
    4 days ago
  • BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports long-term planning strategies, and helps grow client relationships through... 
    Senior

    EPC Eneric Petroleum Corp.

    Phoenix, AZ
    1 day ago
  • $121.27k - $170k

    REDW Advisors & CPAs is seeking a Senior Wealth Advisor for an on-site position in Phoenix, Arizona. The candidate will build and manage client relationships...  ...salary range between $121,265 - $170,000 plus various benefits like medical, dental, and flexible PTO. #J-18808-... 
    Senior
    Flexible hours

    REDW Advisors & CPAs

    Phoenix, AZ
    1 day ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Phoenix, Arizona. This role is focused on managing complex client relationships and delivering holistic financial planning aligned to Schwab’s investment approach. You will collaborate with an advisory team to... 
    Senior
    Work at office

    Charles Schwab

    Phoenix, AZ
    20 hours ago
  • $121.27k - $170k

    Senior Wealth Advisor (On-Site) What You’ll Do Build and manage client relationships (new + existing) Lead client meetings and present recommendations...  ...need Commitment to fair and equitable pay practices Benefits Medical, dental, vision, life, disability 401(k) with... 
    Senior
    Work at office
    Remote work
    Work from home
    Flexible hours

    REDW Advisors & CPAs

    Phoenix, AZ
    1 day ago
  •  ...Porting Books @ NLR | Private Wealth | Family Office | Multi...  ...entrepreneurial environment—empowering advisors to focus on clients, growth,...  ...They are seeking experienced Senior Wealth Advisors to join their...  ...success Compensation & Benefits: Competitive comp + incentives... 
    Senior
    Full time
    Work at office
    Local area
    Remote work

    Next Level Recruiting, LLC

    Phoenix, AZ
    1 day ago
  • A financial services firm in Phoenix, AZ, is seeking a Business Development Wealth Advisor to drive client relationships, manage wealth planning, and collaborate with CPAs. The ideal candidate will have 10-15 years of experience in client-facing environments and be proficient... 
    Senior
    Full time

    Sequoia Financial Group

    Phoenix, AZ
    1 day ago
  • $75k - $80k

    Certex-USA-In is seeking an experienced Benefits Specialist to effectively manage employee benefits including health, retirement, and leave programs. The ideal candidate will have extensive HR experience with a focus on benefits administration and familiarity with federal... 
    Senior

    Certex-USA-In

    Phoenix, AZ
    4 days ago
  •  ...portfolio reviews and prepare clear, client‑focused reports addressing performance, strategy, and ongoing advisory needs. Implement wealth‑building and investment strategies consistent with Vanguard’s investment philosophy and established guidelines. Maintain accurate... 
    Senior

    Jobtailor

    Phoenix, AZ
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth & Benefits Advisor. Be the first to apply!