Financial Planner
Prudential Advisors
Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities with our Arizona Team . Our local home office is in: Phoenix, Arizona , Planwell Wealth & Risk Management. Our ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial plans and cross‑checking work to ensure complete accuracy of information. Be coachable and bring a willingness to learn. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor’s degree in finance or related field Minimum 3-5+ years of Financial Services industry experience Must hold current licensing (Life + Series 7 & Series 66) or equivalent. Life license in Arizona Strong understanding of the investment business Excellent interpersonal & communication skills This position will offer: The ability to work with an existing client base lead Access to LPL Financials’ full open‑architecture independent platform The ability to build a strong book of business with Prudential’s exceptional referral programs The opportunity to create client solutions without proprietary product sales requirements Compensation that is 100% benefitable, regardless of the product or company you sell All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities) The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefits Up to 83% payout on W2 contract (with benefits) & up to 92% on the independent contract We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smoothly as possible. Let’s have a confidential conversation today, please reach out to me directly at View email address on click.appcast.io or View phone number on click.appcast.io #J-18808-Ljbffr
- ...During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...SuggestedInternshipMonday to Friday
- ...During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...SuggestedInternshipMonday to Friday
- A leading financial advisory firm located in Phoenix, Arizona, is seeking an Experienced Financial Advisor/Financial Planner to provide personalized investment solutions. The role involves supporting clients in achieving their long-term financial goals and preparing accurate...Suggested
- ...Description At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers... ...personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Phoenix, AZ area. This is an...SuggestedWork experience placementLive outWork at office
$160k - $210k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors...Suggested- ...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
$41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shift- ...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
- At least 18 years of age High school diploma, high school equivalency or currently attending high school Ability to communicate clearly and professionally in both Spanish and English Six months of work experience in a retail or customer service environment preferred Must...Work experience placementWork at officeFlexible hoursAfternoon shift
$20 - $25 per hour
...truly matters—you've found it! You’reimpactful, compassionate, and fearless,ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds...Permanent employmentFor contractorsWork at office$20 - $25 per hour
...found it! Who You Are You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds...- ...management skills. This role combines sales with excellent customer service, supports branch operations and assists clients with their financial needs. Personal Bankers will develop skills to effectively navigate WaFd systems, engage clients through consultative...Work at office
- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Personal Banker Full-time Regular Phoenix, AZ, US 2 days ago Requisition ID: 1972 At Western State Bank, “what” ...Full time
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
- ...Phoenix -PHOE Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 10/29/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates...
- ...Paraplanner is responsible for providing educational and consultative financial planning strategies to financial advisors to ensure the... ...the financial services sector required . Certified Financial Planner (CFP) preferred . Financial Planner Qualified Professional (FPQP...
- Desert Financial Wealth Services LLC is seeking a Paraplanner in Phoenix to support financial advisors by researching goals, risk profiles, and investment options, and by preparing detailed plans and documents. You will collaborate across teams, manage client data securely...
$72.8k - $130k
...advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. OptumRx is looking for a Financial Consultant to join our Optum Specialty & Home Delivery Finance Team. This individual will support and manage pricing and financial...Minimum wageFull timeContract workWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Afternoon shift
- ...sound judgment, flexibility, and effective teamwork in changing branch environments. This role offers meaningful exposure to a large financial institution and serves as a foundation for long?term growth and career mobility, supported by Wells Fargo's training and coaching....Work experience placementFlexible hours
- ...Financial Advisor Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team. Are you looking to expand your career and be part of a successful team? Are you driven, self‑motivated, and customer‑focused? If you enjoy working closely with...Local areaMonday to Friday
- ...FA Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
- ## Financial Advisor - Phoenix, AZApply: AZ-Phoenix: Full time: Posted Today: JR2600879Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people...Full timeLocal areaImmediate startRemote workRelocation
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package and...Full timeContract workFor contractorsWork at office- ...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....
$36k - $75k
...| Mutual of Omaha |Consultative Sales & Client Strategy Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to...Full timeTraineeshipHome office$51.8k - $95.9k
...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed...Part time- ...About Renaissance Financial What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal...Flexible hours
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward...Work at officeWork from homeHome officeFlexible hours
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