Financial Planning & Investment Advisor
$60k - $80kGlobal Credit Union
Global Credit Union in Tempe, Arizona is seeking a dedicated professional to develop new business and service existing accounts in accordance with industry standards and goals. The ideal candidate will have financial services sales experience and relevant licenses. This role includes meeting clients, conducting educational seminars, and presenting financial plans. A bachelor’s degree and designations like LUTCF, CLU, or CFP are preferred. Starting salary ranges from $60,000 to $80,000 annually, complemented by a comprehensive benefits package. #J-18808-Ljbffr Global Credit Union
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Planning & Investment Advisor in Tempe, AZ vacancy
- A leading financial institution is seeking a Wealth Management Advisor in Tempe, Arizona. The role involves advising clients on investment strategies and constructing tailored portfolios. Candidates should have a bachelor's degree and 3-5 years of financial sales experience...Suggested
- U.S. Bank is hiring a Wealth Management Advisor in Chandler, Arizona. This role leads investment planning, advising clients on tailored portfolios, and delivering... ...will possess a Bachelor's degree and 3-5 years of financial sales experience, particularly with affluent...Suggested
- ...seeking an Associate Portfolio Strategist in Tempe, AZ. This role involves partnering with financial advisors to bring the client's financial plans to life through tailored investment strategies. The ideal candidate will have a Bachelor's degree and relevant experience in...Suggested
$91.66k - $120.3k
...11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness... ...decisions, best practices, and automation/documentation standards. Financial Strategy: Develop recommendations for the risk adjustment...SuggestedFull timeWork at officeFlexible hoursNamely
Tempe, AZ3 days ago- ...experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow... ...protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
Fairygodboss
Tempe, AZ2 days ago - ...experience by identifying opportunities to improve the customer’s financial well‑being. Collaborate with ecosystem partners to grow the... ...protection. 401(k) with PNC match, pension, and stock purchase plans. Dependent care reimbursement account and backup child/elder care...Full timeTemporary work
PNC Financial Services Group
Tempe, AZ4 days ago - ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to... ...find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and...Work experience placementFlexible hours
- ...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
- ...service skills and at least 3 years of relevant experience. The role emphasizes teamwork and collaboration within PNC’s supportive work environment. Benefits include comprehensive medical coverage, 401(k) plans, and generous paid time off. #J-18808-Ljbffr FairygodbossFull time
- ...community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential... ...Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in...Work experience placementLocal areaMonday to FridayFlexible hours
- ...in Tempe, Arizona, to manage client relationships and provide financial advisory services. This role involves advising families on building... ...and preserving their wealth, utilizing a broad knowledge of investments and financial services. Qualifications include a Bachelor's...
- Koitecc Solutions is seeking a Relationship Banker in Tempe, Arizona. In this role, you'll represent our brand, utilizing financial technology to build client relationships. Your responsibilities include delivering exceptional service, helping clients navigate banking solutions...
- A regional financial institution is seeking a Personal Banker to deliver exceptional customer service in Tempe, Arizona. The successful candidate will evaluate customer relationships, recommend products, and maintain accurate transaction records. This part-time role requires...Part time
- A leading financial services provider in Tempe, AZ, is seeking a Relationship Manager IV to oversee commercial lending for middle-market businesses. The ideal candidate will have 8-10 years of experience in commercial banking, strong skills in underwriting, customer relationship...
- ...hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You... ...coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support...Immediate startAfternoon shift
- ...Teller Or Relationship Banker Opportunity Desert Financial is considered a leader in the local credit union space and we are growing like crazy! LOCATIONS IN THIS MARKET: ASU Downtown - 411 N Central Ave Suite 140 Phoenix AZ 85004 44 th Street - 2500 N. 44th...Hourly payLocal areaMonday to Friday
$67.5k - $112.5k
...ambition meets innovation? At LPL Financial, we empower professionals to... .... Job Overview The Wealth Advisors Group (Wealth AG) is a team... ...employee advisors who provide investment solutions to mass‑affluent investors... ...the incentive compensation plan. Benefits 401(k) matching...Work experience placementWork at officeImmediate startLPL Financial Holdings, Inc.
Tempe, AZ2 days ago- ...with local coverage markets. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all... ...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span...Temporary workWork experience placementLocal area
$60.74k - $89.59k
...reporting, effective cash management, and optimal use of funds. The analyst will provide data-driven insights to support budgeting, financial planning, and strategic initiatives. This is a core role of our financial operation, giving you broad visibility across two of the...Remote work- ...Arizona. This role involves analyzing and forecasting net patient revenue, managing treasury functions, and providing insights for financial planning. Candidates should have a Bachelor’s in finance or related field and 3-5 years of relevant experience, along with strong...Remote job
$96.88k - $127.15k
...would want for ourselves—one that behaves like a doctor in the family. About the role The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business (i.e. Corporate, Operations, Technology division). You will work with...Full timeWork experience placementWork at officeFlexible hours$96.88k - $127.15k
Oscar is seeking an Associate, Strategic Finance to join our FP&A team in Tempe, AZ. This role supports financial planning and business insights, requiring collaboration with senior leaders and data-driven analysis. The candidate should possess a relevant bachelor's degree...$87k - $114k
...state and local tax return processes. This role also supports tax planning and projects. You will report into the Senior Director, Tax.... ...and timely adherence to tax compliance calendar. Prepare financial data, analysis and modeling to support tax projects. Prepare...Full timeWork at officeLocal areaFlexible hours$63.2k - $104.2k
A financial services firm in Tempe, AZ is seeking a Financial Advisor to serve smaller clients while maintaining their connection to local branch teams. Candidates should possess current Series 7 and 66 licenses, with experience at Edward Jones being preferred. Responsibilities...Remote jobLocal area- Bank of America is seeking a Financial Advisor to provide tailored advice to clients helping them achieve financial goals. Responsibilities include building financial plans, recommending brokerage products, and triaging client leads based on needs. The position requires...
$50k - $61k
...our students’ expectations. The Role: UAT is looking for a Financial Aid Advisor that is driven to help our students finance their education... ...packaging students, and ensuring students have a financial plan in place for payment of institutional charges. Our students...Full timeTemporary workCasual workVisa sponsorshipFlexible hours- First Command in Tempe, Arizona is seeking a Financial Advisor to support military families with their financial plans. The role involves coaching on savings, investments, and financial management, engaging with the community, and offering training for licensing. The ideal...Flexible hours
- Sonoran Desert Institute is seeking an experienced Financial Services Advisor to support student success through Title IV funding. In this role, you will assist new and continuing students and provide exceptional customer service through daily communications. Ideal candidates...Remote job
$63.2k - $104.2k
...in partnership with the clients’ local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver... ...research opinions and information on companies and investments; discuss current market conditions, industry trends and financial...Full timeWork at officeLocal areaRemote workWork from homeHome officeMonday to Friday3 days per week- A leading financial services firm in Tempe, Arizona is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will engage with clients ranging from beginners... ..., offering personalized investment solutions and fostering long-term...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning & Investment Advisor. Be the first to apply!
Related searches
- associate corporate finance Tempe, AZ
- financial planner Tempe, AZ
- estate planning consultant Tempe, AZ
- financial counselor Tempe, AZ
- financial advisor development program Tempe, AZ
- financial consultant Tempe, AZ
- financial associate Tempe, AZ
- financial planning assistant Tempe, AZ
- financial advisor associate Tempe, AZ
- financial planning associate Tempe, AZ