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
- ...management firm. Our mission is helping clients live a life they love and helping them live a life of purpose as they achieve their financial goals. Key Wealth Management is looking for a Wealth Advisor who thrives in the ever-changing world of Financial Services. This...Suggested
- ...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
- Certified Financial Planner® - Matson Capital Location: Scottsdale, Arizona Reports to: Mark Matson Position: 100% In-Office (Not Remote) Who We Are Matson Capital, a sister company of Matson Money, provides comprehensive succession and retirement planning solutions...SuggestedWork at office
- ...A leading financial services firm is seeking College Financial Representatives for its internship program in Phoenix. The role offers an opportunity to build a financial planning practice, develop a professional network, and gain exposure to financial tools. The ideal...SuggestedFull timeInternshipFlexible hours
- ...Nuveen is hiring a Financial Consultant in Phoenix, AZ, who will provide in-person and virtual counseling for clients regarding TIAA products and services. This role requires strong client relationship management and financial planning skills. The consultant will educate...Suggested
- ...their skills to take on new challenges to progress in their professional careers. Our Phoenix, Arizona office is hiring a Senior Financial Planner. As a Senior Financial Planner, you will work with advisors to create customized and comprehensive financial plans, create and...Temporary workWork at officeLocal areaFlexible hours
- ...sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal...Work at office
- ...Paraplanner is responsible for providing educational and consultative financial planning strategies to financial advisors to ensure the... ...financial services sector required. Certified Financial Planner (CFP) preferred. Financial Planner Qualified Professional...
- ...by proactively identifying and recommending products and services (Credit Cards, CD's, IRA's, Loans) that help members reach their financial goals. You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire...Hourly payMonday to Friday
- ...associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region....Temporary workWork at officeLocal areaFlexible hours
$105k - $140k
...candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to...Temporary workWork at officeLocal areaFlexible hours- ...A fraternal financial services organization in Phoenix seeks a Regional Recruiter to help individuals achieve their financial goals. You will provide tailored financial plans, support members, and engage deeply with the community. The ideal candidate is passionate, motivated...Full time
- ...Universal Tellers & Relationship Bankers (North East Valley) Desert Financial is considered a leader in the local credit union space and we are growing like crazy! LOCATIONS IN THIS MARKET: Happy Valley - 2501 W. Happy Valley Rd. Phoenix, AZ 85027 Union Hills...Hourly payLocal area
- ...PetSmart LLC. is looking for a Merchandise Financial Planner at our Phoenix Home Office to develop annual and seasonal financial plans that support our merchandise strategy. The role involves creating forecasts, collaborating with teams, and providing analysis to maximize...Seasonal workHome office
- ...The Variable Annuity Life Insurance Company is seeking a remote Financial Advisor to provide personalized retirement and financial planning for customers. This role involves meeting clients, utilizing company tools, and continuous skill development with co-workers. Candidates...Immediate startRemote work
- Northwestern Mutual is offering an internship for College Financial Representatives in Phoenix, Arizona. Interns will learn to build a financial planning practice while receiving mentorship and support from a Fortune 500 company. Responsibilities include prospecting clients...Full timeInternship
- A financial institution in Phoenix is seeking a Teller and Relationship Banker who is dedicated to helping members achieve their financial goals. Key responsibilities include meeting performance metrics through proactive recommendations of products, aiding customers with...
- ...skilled Tellers and Relationship Bankers to enhance member services. Candidates will excel in meeting performance metrics and providing financial product recommendations. Ideal applicants possess an H.S. Diploma or GED, with 1+ years in an incentive-driven role. The position...Hourly pay
- ...Phoenix is seeking talented individuals for Teller and Relationship Banker roles. As a Teller, you will service members and promote financial products, while as a Relationship Banker, you'll deepen member relationships through consultative analysis. Candidates must have a...
- ...Retail Merchandise Financial Planner DIVE IN TO A NEW CAREER WITH LESLIE'S: Founded in 1963, Leslie's is the largest and most trusted direct-to-consumer brand in the U.S. pool and spa care industry. We serve the aftermarket needs of residential and professional consumers...Temporary workSeasonal workWork at officeRemote workVisa sponsorshipRelocation packageFlexible hours
- U.S. Bank is seeking a Client Relationship Consultant 3 in Scottsdale, AZ. In this role, you will build relationships with clients through various channels, providing them with tailored banking advice and services. You will be integral in helping clients understand and...
$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...Contract workPart timeLocal areaImmediate startDay shift$129k - $238k
...client relationships, monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management...Immediate start- ...A leading financial services firm located in Scottsdale, Arizona is looking for a Relationship Manager IV – Commercial Banking to drive sales of financial products and manage commercial loan servicing. The ideal candidate will have extensive knowledge of underwriting processes...
- ...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...Full timeTemporary workWork at office
- ...maintaining long lasting relationships with existing and prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service...Work at office
- ...achieving goals and supporting the banking center staff as needed Build and maintain relationships with customers to help identify financial products and services that meet their needs Promote financial products and services Open deposit accounts and take loan...Full timeBank staffLocal areaMonday to FridayShift workWeekend work
- ...sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal...Part timeWork experience placementWork at officeFlexible hoursAfternoon shift
$20 - $25 per hour
...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 like...Permanent employmentWork at office- ...relationships. Greet, listen, engage, and actively profile to ascertain customer needs and present sound and mutually beneficial financial solutions. Maintain high quality personal performance and professional standards and actively request support and training as needed...Hourly payFull timeTemporary workPart timeBank staffWork at officeLocal areaVisa sponsorshipWork visaWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
- senior financial advisor Phoenix, AZ
- financial planning assistant Phoenix, AZ
- senior wealth advisor Phoenix, AZ
- financial consultant Phoenix, AZ
- financial advisor associate Phoenix, AZ
- financial planning associate Phoenix, AZ
- jde finance consultant Phoenix, AZ
- oracle cloud financials consultant Phoenix, AZ
- associate leveraged finance Phoenix, AZ
- financial associate Phoenix, AZ



