Certified Financial Advisor
Vanguard
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. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities. Responsibilities Establish, grow, and maintain long‑term relationships with clients. Partner with investors to help them plan their financial goals. Provide disciplined investing approaches, tax management strategies, and additional financial planning support. Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. Why You’ll Love Working Here Work‑Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well‑being. Professional Growth: Benefit from a workplace that prioritizes your professional development. Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits Competitive salary and performance bonus opportunities. Partnership Plan: annual cash award tied to company performance and client outcomes. Merit‑based salary increases recognizing achievements and contributions. Comprehensive benefits package to support financial, health, and overall well‑being. To learn more about our benefits, visit: Qualifications Certified Financial Planner® designation required. Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position). Three years (Financial Advisor) or five years (Senior Financial Advisor) of advisory experience in advice planning, book of business management, and relationship management. Experience managing a book of business with a track record of client satisfaction and loyalty. Apply trust and estate planning knowledge to help preserve client’s wealth. In‑depth knowledge of financial planning, investment strategies, and industry regulations. Positive and resilient change agent while fostering collaboration. Special Factors Vanguard is not offering visa sponsorship for this position. Relocation available to those who qualify. Hybrid working model: in office Tuesdays, Wednesdays and Thursdays; remote Mondays and Fridays. Ready to take the next step in your career? Apply now and join Vanguard’s team of dedicated financial advisors! #J-18808-Ljbffr Vanguard
- 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...SuggestedWork from homeMonday to Friday
$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud... ...MassMutual behind you. We believe the strongest advisor-client relationships are built on trust,... ...complex concepts simply. Nice-to-Haves Certified Financial Planner (CFP) or Chartered...SuggestedLocal areaFlexible hours- ...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... .... Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...participants by delivering personalized financial advice, portfolio management guidance, and... ...experience. As a Vanguard Situational Advisor (VSA) within our Concierge team, you'll... ...other duties as assigned. Qualifications Certified Financial Planner (CFP®) designation required...Suggested
- ...Osaic is hiring a Supervisor of Advisor Support in Scottsdale, AZ for a full-time, non-exempt role with a hybrid schedule requiring 4... ...days in the office. The position oversees a team serving 11,000 Financial Professionals nationwide, resolving complex inquiries on money...SuggestedFull timeWork at office
- ...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
- 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 is your opportunity...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
$100k - $250k
...About Strategic People Advisors Strategic People Advisors ( is an executive search and talent acquisition firm. We have been exclusively... ...wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic...Work at officeLocal area- ...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 pursuing...Full timeLocal areaFlexible hours
- 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...
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66). You’ll learn foundational advisor skills, build client relationships, and progress into higher roles within Bank of America and...Work at office
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an...
$80k - $115k
WealthBridge Financial Group is seeking driven, results-oriented career changers across Arizona to join our statewide team of financial advisors. In this position, you will engage with families, business owners, and professionals to understand their financial objectives...Contract workFor contractors- 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...Contract workWork at office
$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...Full timeTemporary work- 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....
- Description: The Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The ideal candidate will clear communication skills, and experience in financial planning and...
- ...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...Local area
- 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
$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management... ...Manager, Financial Planner, Certified Public Accountant)Certifications/Licenses...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...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...
- ## Private Wealth Advisor - FineMarkApplylocations: 7600 East Doubletree Ranch Road, Suite... ...guidelines. Participates in the financial planning process. Effectively manages, monitors... ...(Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred**For this position...Full time
- ...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
- 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
- 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...
- Vanguard’s Financial Advisor Development Program offers full-time rotations across four core units to build the skills needed to manage client portfolios and relationships independently. Trainees gain hands-on experience in advisor support, retail sales, and advice, while...Full timeApprenticeshipTraineeship
- Heffernan Insurance Brokers in Scottsdale, AZ is looking for a motivated Financial Advisor to join their financial services team. The ideal candidate will have proven success in managing a diverse portfolio and will conduct market research to recommend and execute investment...
- Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to... ...Consultation: Educate clients on our diverse financial products and services, demonstrating how... ...professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial...Work experience placementLocal areaRemote workFlexible hours
- ...the advice industry. Combining rigorous study and development opportunities with hands‑on experience, Vanguard’s one‑of‑a‑kind Financial Advisor Development Program will lay the foundation needed for a rewarding career in financial planning. When you join Vanguard, you’...Rotational programFull timeApprenticeshipInternshipWorldwide
- Berger Financial Group Inc in Scottsdale, AZ is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management and financial planning guidance. You will build personal relationships with clients, analyze financial data, and tailor...Flexible hours
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