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
$25 - $26.77 per hour
Job Description: 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, teammates, communities and shareholders every day....SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$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...SuggestedFull timeContract workPart timeLocal areaImmediate startDay shift- ...discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies Serve as the primary financial partner delivering comprehensive, multi-product guidance Requirements 4+ years of customer service experience 3+ years of...Suggested
$18 - $21 per hour
...credit union products and services, making recommendations and, if appropriate, referrals to partners including consumer lending, and financial advisors. Serve as a consumer and special account opening expert; provide guidance on the account set up and access, as well...SuggestedFull time- * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow...SuggestedWork experience placementWork at officeFlexible hoursAfternoon shift
$20.19 per hour
...USD $28.03/Hr. Min USD $20.19/Hr. Max USD $28.03/Hr. Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring...Full timeWork at office$20 - $24.5 per hour
...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...Hourly payFull timeTemporary workWork at office- ...driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training...Work experience placementFlexible hours
- ...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 workWork experience placementWork at office
- ...products and services uncovered during business interactions and/or conversations. This role will be expected to travel to various Financial Centers within the market.Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and...Work at office
- ...applying for any new position.** Acknowledge ( **Job Description:** 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,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...service. Responsibilities include educating clients about banking services, managing transactions, and building relationships to meet financial goals. Qualified candidates will demonstrate strong problem-solving skills, a commitment to client satisfaction, and possess...
- ...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 officeShift work
$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...- ...also do outreach to Bank associates regarding their banking needs. The Premier Client Banker II provides consultation to develop financial plans and align product solutions to help clients achieve their financial goals. This position is responsible for opening deposit...Work at officeImmediate start
- ...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Work experience placementFlexible hours
- ...customer base through proactive sales and service activities, managing the customer experience and identifying opportunities to improve financial wellbeing. Drives sales conversations via outbound calling, service to sales, teller interactions, appointment setting, and lobby...Full timeTemporary workWork experience placement
- PNC Bank NA in Peoria, Arizona is looking for a proactive sales associate to enhance the customer experience and manage customer relationships. The role entails acquiring and deepening the customer base while collaborating with ecosystem partners for revenue growth. Required...
- Qualifications 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...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk...Shift workWeekend workDay shift
- ...customer base through proactive sales and service activities. Manage the customer experience by identifying opportunities to improve financial wellbeing and collaborate with ecosystem partners to grow customer share of wallet. Drive proactive sales conversations through...Full timeTemporary workWork experience placementWork at office
- ...on transactions through self-service options, and process cash transactions accurately. You will build relationships to understand financial needs and connect clients with appropriate solutions, while adhering to bank policies and regulatory requirements. The role...Weekend work
- ...Merrill Experienced Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor ( CRPC )...Shift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...Full timeContract workFor contractorsWork at office- ...About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and... ...complex concepts simply. Nice-to-Haves: * Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA) designation. * Active...Local area
$50k
...Financial Advisor Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor At...Work at officeWork from homeHome officeFlexible hours- ...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....
- ...Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$120k
...the Greater Phoenix area but prefer a candidate able to work daily from their Peoria location A well-established, independent financial advisory firm headquartered in Phoenix, Arizona is seeking an experienced Financial Manager to join their growing team. With over...Work at office$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Foster Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours
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