Financial Advisor
$100k - $250kWisepath Group
About Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance. We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the‑art financial modeling technology, and direct mentorship to help scale your operations and build long‑term enterprise equity. Key Responsibilities Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners. Analyze complex client situations to design custom asset‑protection, retirement income, and estate‑planning solutions. Foster and expand regional client networks by utilizing the firm’s localized CPA alliances and marketing channels. Deliver high‑touch relationship management to ensure exceptional client retention and long‑term satisfaction. Requirements Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. Active State Life & Health Insurance License. 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck). Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process. Compensation & Professional Development Transition financing and highly competitive commission payout schedules. Access to shared corporate office space and administrative assistant support. Direct pathways for book acquisition and structured practice succession planning. Estimated Compensation: $100,000.00 - $250,000.00+ per year. This is an entrepreneurial, performance‑based compensation model featuring highly competitive commission structures, fee‑sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business. We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential. #J-18808-Ljbffr
$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 to...SuggestedFull timeTemporary work- ...About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and... ...through personalized service. The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping...SuggestedLocal area
- ...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...SuggestedWork at officeRemote workRelocationMonday to Friday
- ...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 clients...SuggestedLocal 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...SuggestedContract workWork 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...Local areaFlexible hours
- ...the best experience for our customers and fostering an inclusive workplace where every employee feels respected and valued. The Financial Advisor role is located in Scottsdale, AZ, and is based within a bank branch, working collaboratively across multiple branches to...Temporary workWork experience placement
- ...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
$60k - $80k
...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...Temporary workLocal area$97k - $180k
...at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.Financial Business Advisor - P&C FinanceLocation: Columbus, OH (Hybrid), Des Moines, IA (Hybrid), or Scottsdale, AZ (Hybrid)Function: Finance,...Full timeTemporary workPart timeCasual workShift work- ...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 that align with their goals....
- ...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
$80k
...Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine... ...by Investment News as one of the \"Best Places to Work for Financial Advisors\", and are a \"Great Place to Work\" certified company...Work at officeEasy work- 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
$19 - $23 per hour
...Financial Counselor Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate...Hourly payFull timeRemote work- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Scottsdale, Arizona. You will engage with clients to provide them with tailored financial advice and strategies. The role involves utilizing advanced financial tools to...
- ...Salary Range: Not AvailableApplication Deadline: 12/31/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,... ....Bonus TypeFormula BasedSummaryDo you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered...Work experience placementWork at office
$98.4k - $199k
...group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset... ...who are focused on preserving and building wealth. The Wealth Advisor is responsible for relationship development and coordinating and...$152.37k - $186.23k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area3 days per week- We’re excited to offer an opportunity for a Financial Consultant to join our mission of empowering our clients to take confident steps... ...strengthen long-term relationships.Serve as a liaison between clients, advisors, and service teams to ensure each experience is smooth,...Full time
- 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
- Build an Aviation Career You're Proud OfAs a Senior Financial Planning & Analysis (FP&A) Analyst, you will report into the Corporate FP&A team in Scottsdale and serve as the finance lead supporting corporate functions where you will lead financial planning & analysis while...Work at officeWorldwideFlexible hours
- ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Arizona.PNC is... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork 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, business management, tax, estate, insurance, and more, all managed by a single...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...there is not an immediate opening for every location listed. At 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 by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$60k
...provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right... ...Right Thing :: One Alerus ABOUT THE ROLE: The Wealth Advisors are enhancing existing relationships and developing new...Work experience placementLive inWork at officeFlexible hours- ...Wealth Advisor Join Us in Making an Impact At OneAZ Credit Union, our success is measured only by yours. We're here to create lasting... ..., ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive...Work experience placementLocal area
- ...PNC is looking for a Financial Advisor based in Scottsdale, AZ. In this role, you will consult on investment strategies, manage client relationships, and develop personalized financial plans. With a focus on creating exceptional client experiences, this position offers...
$110k - $135k
...Scottsdale, AZ Position Summary Primary responsibilities of the 10X Finance Analyst will include offering strategic advice on the financial forecast you develop which will address the expenditure allocation across various facets of business operations, including Gross Margins...Full timeContract workTemporary workWork experience placementLocal areaRemote work- ## Private Wealth Advisor - FineMarkApplylocations: 7600 East Doubletree Ranch Road, Suite 100time type: Full timeposted on: Posted Todayjob... ...investment and fiduciary guidelines. Participates in the financial planning process. Effectively manages, monitors and mitigates fiduciary...Full time
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