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
$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,... ...concepts simply. Nice-to-Haves Certified Financial Planner (CFP) or Chartered...SuggestedLocal areaFlexible hours- ...educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales... ...salary of fifty-five thousand dollars per year. PandoLogic. Category:Finance, Keywords:Financial Advisor, Location:Scottsdale, AZ-85258SuggestedInternshipMonday to Friday
- ...Services as a distinctive place to build a career in financial advice. Position Overview The Senior Advisor serves as the primary relationship manager for... ...flow planning Preference for individuals holding CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst...SuggestedWork at office
$60k - $80k
...in 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...SuggestedTemporary workLocal area- ...fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment... ...obtained with a 120-day condition of employment for certified and current CFP designation or CFA...SuggestedFull timeWork at office
- ...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
$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning... ...assistance. We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent...Work at officeLocal area- 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
$40k - $120k
North Star Resource Group is looking to find a candidate for a financial consultant position in Scottsdale, AZ. We are looking for a recent... ...under the guidance and mentorship of an experienced financial advisor. If you are looking for a career and profession that involves...Work experience placement- 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
$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- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...be viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be leading...
- ...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...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Trajan Wealth LLC is seeking a Talent Acquisition Specialist, Financial Advisor Recruiting, to own the full-cycle recruitment process for financial advisor talent nationwide. The role is 100% onsite at our Scottsdale campus and partners with leadership to meet growth objectives...
- ...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
$75k - $172.54k
...Job Description Job Description WealthBridge Financial Group is seeking results-oriented, experienced financial advisors in Phoenix Metro. In this position, you will move your established book to an independent platform with 100% portability, engage your clients with...Contract work$70k - $80k
...Wealth Management Opportunity in Financial Services CW Advisors Associate Financial Advisor Location(s): Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201 Scottsdale, AZ: 15169 N. Scottsdale Road, Suite 205 Scottsdale, AZ 85254 CW Advisors & Osaic has...Full timeWork at office- A professional services firm in Scottsdale seeks a Financial Reporting Associate to support financial reporting engagements and automate processes. The ideal candidate will have a background in accounting or finance, effective problem-solving abilities, and strong communication...
- ...Job Description Job Description 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...
- ...trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing....Full timeWork at office
$60k
...provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right... ...: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Wealth Advisors are enhancing existing relationships and developing new...Work experience placementLive inWork at officeFlexible hours$110k - $140k
...: 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 placementWork at officeLocal area- ...their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in...Full timeWork experience placementWork at officeRemote workRelocation package
$70k - $120k
...life - from transportation to energy and utilities to education to housing and real estate. Your work will span client engagement, financial modeling, credit rating preparation, investor presentations, proposals, and the drafting of securities offering documents. Expect...Work experience placementLocal area- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- 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...
$100k
...nationally-recognized RIA is looking to bring on an ambitious wealth advisor for its Scottsdale office. This firm takes a planning-first... ...with HNW and UHNW individuals and families Deliver financial planning and investment advice tailored to each client's goals...Work at office- J.P. Morgan Chase in Scottsdale, AZ, is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships, offer advised solutions, and leverage Chase referrals...
- U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships, leveraging investments, banking, estate planning and trust services. You will grow through internal and external sales while coordinating with specialists...
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