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
- ...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 ServicesSenior
$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 ~...SeniorTemporary workSeasonal workLocal areaVisa sponsorshipWork visaFlexible hours- 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...SeniorFlexible hours
- 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...SuggestedRemote jobFlexible hours
- ...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...SuggestedFull timeWork at officeLocal area2 days per week3 days per week
- ...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...SeniorRemote jobLocal area
- ...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...SeniorRemote jobFull timeWork at officeWork from home
- 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
$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- 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...SeniorWork at office
$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 jobFull timeSeasonal workWork at office- 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 officeRemote workWork from home
- 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....
$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...SeniorTemporary workWork experience placementLocal areaImmediate startFlexible hours$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- 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 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
- 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
- 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
- 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
- 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
- ...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
- 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
$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-...SeniorFlexible hours- 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...SeniorWork at office
$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...SeniorWork at officeRemote workWork from homeFlexible hours- ...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...SeniorFull timeWork at officeLocal areaRemote work
- 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...SeniorFull time
$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- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth & Benefits Advisor. Be the first to apply!
- financial planning administrator Phoenix, AZ
- patient financial counselor Phoenix, AZ
- financial advisor development program Phoenix, AZ
- wealth advisor Phoenix, AZ
- financial planner cfp Phoenix, AZ
- financial advisor part time Phoenix, AZ
- private wealth advisor Phoenix, AZ
- associate corporate finance Phoenix, AZ
- oracle cloud financials consultant Phoenix, AZ
- project finance associate Phoenix, AZ

