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
- 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...Suggested
- Certified Financial Planner® - Matson Capital Location: Scottsdale, Arizona Reports to: Mark Matson Position: 100% In-Office (Not Remote)... ...comprehensive succession and retirement planning solutions for advisors working with Matson Money. Matson Money, Inc. ("Matson") is...SuggestedWork at office
- .... You are… As a member of one of the world’s largest Workday-certified teams, you’ll be part of a team of advisory professionals who... ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track...SuggestedWork experience placementWork at officeLocal area
$70.35k - $196k
.... You are… As a member of one of the world’s largest Workday-certified teams, you’ll be part of a team of advisory professionals who... ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track...SuggestedWork experience placementLive inWork at officeLocal area$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on... ...additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning...Work at officeWork from homeHome officeFlexible hours$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Industry Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded...Contract workFor contractorsWork at office- ...and customized solutions to clients to help them achieve their financial goals. The role is subject to SAFE Act registration... ...met or exceeded. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor...Temporary workImmediate startMonday to FridayShift workDay shift
- ...Description This role is responsible for providing comprehensive financial advice and customized solutions to clients to help them... ...met or exceeded. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor...Temporary workMonday to FridayDay shift
- Overview Established Registered Investment Advisory firm seeking a Financial Advisor to assist families, individuals, and institutions in... ...experience as an Investment Adviser Representative (IAR) required. Certified Financial Planning designation is preferred but not required...Local area
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement...Work at office- About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated... .... The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a... ...complex concepts simply. Nice-to-Haves: Certified Financial Planner (CFP) or Chartered...Local area
- ...Accenture is seeking an Epic Certified Professional Billing Analyst to manage applications and ensure high-quality support in a healthcare environment. The ideal candidate will have at least one year of experience as an Epic Professional Billing Analyst and hold the necessary...
- 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...
- Financial Advisor In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results‑driven role will be responsible for designing and executing tailored investment strategies that meet the...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- Thrivent Financial is seeking motivated individuals for the role of Financial Advisor in Scottsdale, Arizona. This position involves providing expert financial advice, guiding clients through their financial journeys, and building lasting relationships. Ideal candidates...
- Builds and maintains relationships with clients. Delivers financial advice and portfolio management guidance. 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...
- ...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
- 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....
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions... ..., you have 2+ years of experience working as a Financial Advisor.* A proven and successful sales track record.* You have an...Local areaImmediate startRemote workRelocation
- Meaningful work. Rewarding career.Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...Local area
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Phoenix, Arizona. In this role, you will engage with clients to understand their financial objectives and provide tailored advice and strategies, including investment opportunities...
$150k
...comprehensive wealth management advisory firm committed to empowering advisors through innovative platforms and white-glove services.... ...align our interests with our clients by providing personalized financial planning and access to institutional investment strategies....Work at office- A leading financial services company is seeking a financial representative in Phoenix, Arizona. This role involves building client relationships and offering personalized financial solutions. Candidates should possess qualities such as resilience, self-motivation, and a...
$90k - $100k
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'...Temporary workLocal areaFlexible hours$61k - $250k
Northwestern Mutual Life Insurance Company is seeking a Financial Advisor in Phoenix, Arizona. This role provides an opportunity to start a business where you assist clients in achieving their financial goals through personalized planning. Advisors are expected to grow...- North Star Resource Group is seeking a Financial Advisor in Scottsdale, AZ. This role offers a unique opportunity to work under the mentorship of an experienced advisor while making a real impact in clients' lives. The ideal candidate is driven, has a sales and marketing...
- ...helping clients live a life they love and helping them live a life of purpose as they achieve their financial goals. Key Wealth Management is looking for a Wealth Advisor who thrives in the ever-changing world of Financial Services. This role requires the ability to...
- ...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...
- 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
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