Wealth Advisor
Jobot
Jobot is hosting a role at a top wealth management firm seeking a Wealth Strategist / Advisor in Phoenix. The candidate should have 3+ years of experience in wealth advisory (preferably with an RIA) and hold a CFP designation. The role emphasizes leading client relationships and delivering personalized financial strategies. We offer a competitive base salary, bonus and options package, comprehensive benefits, flexible work schedules, and accelerated career growth within a collaborative, #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Phoenix, AZ vacancy
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Are you passionate about helping clients achieve their... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hoursCAPTRUST
Phoenix, AZ4 days ago- ...but not required. Series 65 or must obtain within 90 days of start date. At least 4 years sales and related industry experience in wealth management, financial planning, and investment vehicles. Strong communication skills, including public speaking, and excellent interpersonal...Suggested
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Phoenix, AZ1 day ago $121.27k - $170k
...the right thing.If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it! Senior Wealth AdvisorWhat You’ll DoBuild and manage client relationships (new + existing)Lead client meetings and present recommendationsSupport...SuggestedWork from home- ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ..., and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...SuggestedFull timeWork at office
$90k - $100k
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours- ...the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ...fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...Full timeWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Arizona.PNC is an in-office company that fosters a supportive culture where employees...Full timeTemporary workPart timeWork experience placementWork at office
$60k
...WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their... ...:: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Wealth Advisors are enhancing existing relationships and developing new business...Work experience placementLive inWork at officeFlexible hoursAlerus
Phoenix, AZ4 days ago$200k - $225k
...Description The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations...Work at officeLido Advisors, LLC
Phoenix, AZ4 days ago- ...We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, adept at managing client relationships...Immediate start
The Mom Project
Phoenix, AZ3 days ago - ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ..., and a fiduciary commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic...Work at office
Charles Schwab
Phoenix, AZ1 day ago - ...equivalent work experience). 1 to 3 years of similar or related experience; minimum of two years of work experience as a Financial Advisor. Ability to achieve production goals, with minimal dependence on Credit Union referrals. FINRA Registration: SIE, Series 7, and 63/...Work experience placementLocal area
OneAZ Credit Union
Peoria, AZ2 days ago $51.8k - $95.9k
...The Hispanic Alliance for Career Enhancement is seeking a Financial Advisor in Phoenix, Arizona. This role focuses on delivering comprehensive financial and investment planning while collaborating with team members to meet customer needs. Candidates should possess 4–6...Hispanic Alliance for Career Enhancement
Phoenix, AZ3 days ago- ...J.P. Morgan Chase is seeking a Private Client Advisor in Phoenix, AZ. The role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. With a required minimum of 2 years in a Financial Advisor position, candidates must...
Aumni
Phoenix, AZ4 days ago $63.75k - $127.5k
...Wealth StrategistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of...Full timeTemporary workPart timeWork experience placementWork at officePNC
Phoenix, AZ3 days ago- ...aligned with their goals. You will leverage your financial expertise to deliver comprehensive solutions, including investments, retirement planning, and wealth management, while collaborating with a network of experts and utilizing advanced analytics. #J-18808-Ljbffr...
WealthBridge Financial Group
Phoenix, AZ3 days ago $80k - $95k
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Phoenix, AZ4 days ago- ...Sequoia Financial Group seeks a Wealth Strategist to construct complex financial plans and serve as a primary contact for Private Wealth, Sentinel Family Office, and channel partners. You will collaborate with the client advisory team to exceed client expectations, leveraging...Work at office
Sequoia Financial Group
Phoenix, AZ4 days ago - ...objectives. You will provide tailored advice and strategies aligned with their goals, leveraging your expertise to offer comprehensive wealth management solutions. You will empower clients to make informed decisions using advanced tools and collaborate with a network of...
WealthBridge Financial Group
Phoenix, AZ2 days ago $123.2k - $200k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor Regional Sales Manager within PNC's Wealth Management organization, you will be based within the footprint in PA, IL, GA, OH, MI...Full timeTemporary workPart timeWork experience placementWork at office$48k - $100k
A leading financial institution is seeking an Experienced Financial Advisor in Phoenix, Arizona, to deliver comprehensive wealth management services. The role requires at least 5+ years of experience with a portable practice of minimum $1MM in production. Responsibilities...- Job Summary BridgePort is seeking an experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through sophisticated investment advice, comprehensive planning, and long-term relationship management. This role serves as a trusted advisor,...Temporary workWork at officeFlexible hours
- Goldman Sachs Group, Inc. is seeking a Private Wealth Advisor in Arizona to create customized wealth management strategies for ultra high net worth individuals and families. The role requires an entrepreneurial spirit and a strong focus on client relationships while providing...
- YO AI Labs is seeking a Personal Financial Advisor (Private Wealth) to help design AI-assisted financial guidance remotely for US clients. You will apply your expertise in budgeting, investments, retirement planning, and debt management to inform AI training data and tooling...Remote jobFor contractors
- Goldman Sachs is seeking a Private Wealth Management (PWM) advisor to build client relationships and deliver tailored wealth management advice for ultra high net worth individuals. The ideal candidate will have over four years of relevant experience, strong client focus...
- Lido Advisors seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a durable practice around the clients you are passionate about serving. You will own and grow a book of client relationships...Work at office
- 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...
- JPMorgan Chase, a leader in financial services, seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to a diverse set of clients. You will build relationships, educate clients on digital...
- A market-leading retirement company is seeking a Wealth Advisor in Phoenix to partner with clients in achieving their financial goals. Responsibilities include developing tailored investment strategies, managing a book of business, and collaborating within a team environment...
- ...Regional Lending Specialist • Serve as a resource for our Financial Professionals to develop strategies to incorporate lending into their wealth management practices • Educates Financial Professionals on all aspects of the product benefits and use • Provide customer service...Work experience placementWork at office
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