Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Strategy & Portfolio Advisor

$65k - $80.2k

U.S. Bank

U.S. Bank is seeking a Wealth Management Advisor in Sun City, Arizona. In this role, you'll lead investment planning and provide tailored investment management and insurance services. The ideal candidate will have a bachelor's degree, 3-5 years of financial sales experience, and relevant FINRA licenses. This position offers a competitive salary between $65,000 and $80,200, along with comprehensive benefits including healthcare, a 401(k) plan, and paid leave options. #J-18808-Ljbffr Us Bank

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Wealth Strategy & Portfolio Advisor in Sun City, AZ vacancy
  •  ...Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist...  ...channel partner clients regarding planning strategy. They will collaborate with other members... 
    Suggested
    Work at office

    Sequoia Financial Group Llc

    Phoenix, AZ
    10 days ago
  • $65k - $70k

     ...Social Media & Content Creation Implement social media marketing strategies that align with business goals and objectives, collaborating...  ...media trends and platform changes. Candidates must provide a portfolio showcasing successful social media campaigns and content creation... 
    Suggested
    Work at office

    Castle Megastore

    Phoenix, AZ
    2 days ago
  •  ...field, and Three (3)+ years experience in agency digital media strategy and management required (experience with high-touch platforms...  ...for an agency.(PDF,DOC,DOCX) * Attach a Resume (PDF,DOC,DOCX) Portfolio Website Link Or Attach a Portfolio or Work Sample (PDF, DOC, DOCX... 
    Suggested
    Work at office
    Work from home
    Flexible hours

    Defero

    Phoenix, AZ
    2 days ago
  • salesforce.com, inc. is looking for an Industry Advisor Director for oil and gas in Arizona. This role involves collaborating with customers and internal teams to drive Salesforce growth in the industry through deep industry knowledge and strategic customer engagement.... 
    Suggested

    salesforce.com, inc.

    Phoenix, AZ
    2 days ago
  • $36k

     ...planning processes. To inform and refine business development strategies, the employee will leverage their experience to uncover...  ...materially impact revenue growth, customer acquisition, and long term portfolio performance. Essential Job Functions: Develops and... 
    Suggested
    Work at office
    Flexible hours
    Shift work

    Farmers

    Phoenix, AZ
    2 days ago
  • A leading cybersecurity firm is seeking a SASE Specialist to drive sales of their SASE portfolio in the Western US. The ideal candidate will have over 5 years of technical sales experience, strong communication skills, and the ability to exceed sales quotas. This role involves... 

    Palo Alto Networks

    Phoenix, AZ
    5 days ago
  •  ...owning the development and execution of integrated marketing strategies, translating client goals into actionable plans, and ensuring...  ...solutions to keep work on track Simultaneously oversee a diverse portfolio of workstreams, effectively prioritizing tasks and managing... 
    Remote job
    Work at office
    Shift work

    Agital

    Phoenix, AZ
    3 days ago
  • $88.56k - $118.08k

     ...acumen, discretion, and independent judgment to influence pricing strategies, negotiate terms, and develop retention frameworks that align...  ...goals. The Retention Strategist serves as a trusted advisor to customers, ensuring long‑term value and satisfaction while... 
    Contract work
    Temporary work
    Immediate start

    Lumen Inc

    Phoenix, AZ
    3 days ago
  • $118.7k - $218.6k

    A global consulting firm is seeking a Senior Consultant in Arizona to develop technology strategies that enhance profitability and growth for clients. This role involves analyzing various IT and cloud solutions, managing day-to-day relationships, and creating impactful... 

    PowerToFly

    Phoenix, AZ
    5 days ago
  • $129.5k - $186.1k

     ...About the role: The Global Partner & Ecosystems (GP&E) Business Advisor is a critical, high-impact role responsible for bringing...  ...Operations, Business Analytics, Sales Finance, or related GTM strategy role in a SaaS company with an understanding of the sales cycle... 
    Local area
    Immediate start

    UKG (Ultimate Kronos Group)

    Phoenix, AZ
    6 days ago
  • $36k

     ...planning processes. To inform and refine business development strategies, the employee will leverage their experience to uncover customer...  ...impact revenue growth, customer acquisition, and long term portfolio performance.Essential Job Functions Develops and executes an... 
    Full time
    Work at office
    Flexible hours
    Shift work

    Farmers Insurance Careers

    Phoenix, AZ
    1 day ago
  • $55k - $60k

    Vaco is looking for a Digital Ad Operations Specialist in Phoenix, Arizona, to implement and manage online advertising campaigns. The role requires at least 1-2 years of relevant experience and involves monitoring campaign deliveries, troubleshooting issues, and ensuring...
    2 days per week

    Vaco

    Phoenix, AZ
    3 days ago
  •  ...while driving to exceed monthly goals and receiving real‑world training by the Director of Amazon Advertising. Act as a trusted advisor to clients from the initial point of contact through signing and onboarding. Maintain organization, time management, and desire... 
    Full time
    Remote work

    Dealer eProcess

    Phoenix, AZ
    3 days ago
  •  ...experienced people, allowing each brand to do its best work. Go Fish Digital makes the complex simple and the simple powerful by uniting strategy, creative, media, and SEO into one seamless engine for growth. REQ connects storytelling, technology, creativity, and digital... 
    Work at office
    Remote work
    Afternoon shift

    Go Fish Digital

    Phoenix, AZ
    3 days ago
  • $100k - $200k

    Position Overview We are seeking a highly skilled Sales Workshop Leader to join our Peak Performance Strategist (FSR) field sales team. In this traveling role you will sell Tony Robbins’ flagship "Unleash the Power Within" event to companies and teams nationwide. This ...
    Live in
    Remote work
    Worldwide

    Robbins Research International

    Phoenix, AZ
    3 days ago
  • $79.3k

     ...for creating and managing profitable customer relationships and experiences. Key responsibilities include developing end-to-end strategies that will help with managing relationships with clinical partners, identifying C2V savings, overseeing wellness programs, addressing... 
    For contractors
    Work at office
    Local area
    Remote work
    3 days per week

    Highmark Health

    Phoenix, AZ
    2 days ago
  • $94.9k - $130.5k

     ...Humana Inc in Phoenix, AZ seeks a Senior Strategy Consultant to provide data-based strategic direction for the CenterWell team. The role involves collaborating with leadership across various business segments to enhance integrated care delivery and tackling significant... 
    Remote work

    Humana

    Phoenix, AZ
    3 days ago
  • $94.9k - $130.5k

     ...Become a part of our caring community The CenterWell Senior Strategy Consultant provides data-based strategic direction to support the broader team and identify and address business issues and opportunities. You will blend strategy development with operating model... 
    Full time
    Temporary work
    Apprenticeship
    Remote work

    Humana

    Phoenix, AZ
    4 days ago
  •  ...driven digital marketing agency empowering clients to win through strategy, innovation, and relentless execution. We blend strong...  ...communicator, relationship builder, and steady presence for your portfolio of clients. You own the relationship, create clarity, keep communication... 

    Reunion Marketing

    Phoenix, AZ
    10 days ago
  •  ..., is seeking a Senior Account Strategist. This role is crucial for driving client marketing performance and executing integrated strategies. The ideal candidate will lead client communications, manage cross-functional execution, and translate performance metrics into actionable... 

    Go Fish Digital

    Phoenix, AZ
    3 days ago
  •  ...Solutions Manager based in Phoenix, Arizona. The role involves providing expertise in welding safety, developing data-driven sales strategies, and contributing to business growth through customer-focused solutions. Ideal candidates should have a Bachelor's degree in... 

    Illinois Tool Works

    Phoenix, AZ
    5 days ago
  •  ...Senior SEO Specialist to enhance our digital marketing efforts. This full-time in-house position requires you to develop and execute strategies that improve keyword rankings and drive organic traffic. Your responsibilities will include implementing effective SEO strategies... 
    Full time

    Youtech

    Phoenix, AZ
    6 days ago
  • $130k - $160k

     ...trust and credibility. ~ Genuine enthusiasm for cybersecurity, vulnerability management, and the impact of proactive remediation strategies. The salary range guidance for this position is: $130,000-$160,000. The salary range listed does not include other forms of... 
    Local area

    Armis Security

    Phoenix, AZ
    5 days ago
  • American Family Insurance is looking for a Senior Product Analyst who can strategically manage technical aspects of insurance product development, specifically for Homeowners insurance. This hybrid role involves developing new products, monitoring performance and analyzing...

    American Family Insurance

    Phoenix, AZ
    2 days ago
  • $50 - $60 per hour

    DataAnnotation is looking for an existing Lawyer to train AI models, measure chatbot progress, and evaluate their logic. This independent contractor position allows you to work on your own schedule from home, with pay starting at $50-$60 per hour, plus bonuses on certain...
    Hourly pay
    For contractors

    DataAnnotation

    Phoenix, AZ
    2 days ago
  •  ...volume growth. This role involves building strong relationships with healthcare providers and advising internal teams on referral strategies. The ideal candidate will possess extensive experience in healthcare business development and a deep understanding of provider... 

    Banner Health

    Phoenix, AZ
    4 days ago
  • $158.95k - $220k

     ...Neurology Medical Account Specialist based in Phoenix, AZ. This role involves engaging Neurology specialists and executing account strategies to enhance market share. You will partner with various stakeholders to address customer needs and support sales success.... 

    Regeneron Pharmaceuticals

    Phoenix, AZ
    5 days ago
  • $115k

    A leading HRMS provider is seeking a Strategic Development Manager in Phoenix, Arizona. This role requires proven sales experience in HCM/Payroll solutions and responsibilities include exceeding sales quotas and presenting products to decision-makers. With a supportive ...
    Remote job

    UKG (Ultimate Kronos Group)

    Phoenix, AZ
    4 days ago
  • A technology solutions provider is seeking a Procurement Analyst to manage IT software procurement with a hybrid work model. This role requires a minimum of 3 years of experience, with skills in negotiating contracts, developing complex RFPs, and performing financial analyses...
    Remote work
    Flexible hours

    Sharp Decisions

    Phoenix, AZ
    3 days ago
  •  ...Procurement Specialist III to manage procurement activities supporting the IT Business Unit. This role involves executing IT procurement strategies, negotiating contracts for IT services and products, and analyzing costs for multi-million dollar contracts. The ideal candidate... 

    Arizona Public Service - APS

    Phoenix, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Strategy & Portfolio Advisor. Be the first to apply!