Financial Advisor
GoldBook Financial LLC
About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners. We pride ourselves on a culture of integrity, specialized expertise, and a commitment to helping our clients achieve long-term financial independence through personalized service. The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. This mid-level position offers the autonomy to manage a diverse portfolio while leveraging our firm's extensive resources to drive growth and enhance client retention. Job Responsibilities: Develop and implement comprehensive financial plans tailored to clients' specific life goals, risk tolerance, and time horizons. Conduct regular portfolio reviews and proactive client consultations to adjust strategies based on changing market conditions or life events. Actively prospect and network to identify high-net-worth individuals and corporate clients to expand the firm’s book of business. Collaborate with internal specialists in tax, estate, and insurance planning to provide a truly holistic wealth management experience. Maintain rigorous compliance with all industry regulations and firm policies to ensure the highest standards of ethical practice. Desired Qualifications: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Minimum of 3-5 years of successful experience in financial advisory or wealth management services. Active FINRA Series 7 and Series 66 (or 63 and 65) licenses. Proven track record of meeting production goals and maintaining long-term client relationships. Exceptional communication and presentation skills with the ability to explain complex concepts simply. Nice-to-Haves: Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation. Active Life, Accident, and Health Insurance licenses. Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. An existing transferable book of business or a strong local professional network. Advanced degree, such as an MBA or a Master's in Finance.
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#J-18808-Ljbffr GoldBook Financial LLC$65k - $75k
...Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll... ..., we’d like to connect with you. As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their...SuggestedFull timeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursThrivent
Scottsdale, AZ1 day ago- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities...Suggested
Bankers Life
Scottsdale, AZ3 days ago - ...for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their... ...we’d like to connect with you. As a Thrivent financial advisor, you’ll: · Provide one-on-one financial guidance and connect...SuggestedFull timeLocal area
Thrivent
Scottsdale, AZ4 days ago - ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an...SuggestedFull time
Thrivent
Scottsdale, AZ4 days ago - ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be...SuggestedWork at office
WestPac Wealth Partners
Scottsdale, AZ3 days ago - ...Certified Financial AdvisorAre you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Scottsdale, AZ. With competitive compensation, excellent benefits...Work at officeRemote workRelocationMonday to Friday
Vanguard
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Touchstone Wealth
Scottsdale, AZ2 days ago $100k - $250k
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Scottsdale, AZ2 days ago$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Scottsdale, AZ4 days ago- ...Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Prudential Advisors...Full time
Prudential Advisors
Scottsdale, AZ4 days ago - WealthBridge Financial Group is seeking driven individuals to join our Phoenix Metro East team as Financial Advisors. No prior financial-services experience required; we provide pre-licensing guidance, 4-week joint-field training, and a defined career path from Associate...
- Bank of America’s Merrill Advisor Development Program seeks individuals aiming to transition to a Financial Advisor role. You will identify client needs, craft investment recommendations, and collaborate with Merrill advisor teams to grow portfolio coverage. You will train...Work at office
$75k - $250k
Financial Advisor Berger Financial Group Inc Scottsdale, Arizona, United States About this position Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The ideal...- Fidelity Investments in Scottsdale is seeking a Financial Representative to be the branch’s official face, delivering exceptional client experiences and strengthening relationships. You will partner with the team to identify opportunities, support front lobby transactions...
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions... ...Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience...Local areaImmediate startRemote workRelocation
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Northwestern Mutual
Scottsdale, AZ27 days ago $80k - $115k
...Job Description Job Description WealthBridge Financial Group is seeking driven, results-oriented career changers across Arizona to join our statewide team of financial advisors. In this position, you will engage with families, business owners, and professionals to...Contract workFor contractorsWealthBridge Financial Group
Scottsdale, AZ27 days ago- ...role at multiple locations across the United States. The position emphasizes building client relationships, delivering comprehensive financial guidance, and collaborating with banking and Merrill partners to meet clients’ financial needs. Training to obtain required...Work at office
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- Berger Financial Group Inc in Scottsdale, AZ is seeking a Financial Advisor to serve as a trusted advisor to clients, delivering investment management and financial planning guidance. You will build personal relationships with clients, analyze financial data, and tailor...Flexible hours
$75k - $172.54k
WealthBridge Financial Group is seeking results‑oriented, experienced financial advisors across Arizona. In this position, you will move your established book to an independent platform with 100% portability, engage your clients with tailored strategies that align with...Contract work- Corebridge Financial is seeking a Financial Advisor to provide a personalized retirement and financial planning experience for clients and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. You will...Remote job
- About the Role: The Associate Financial Advisor will be a key planning resource for the Financial Advisors in the Arizona market, assisting in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client...
$200k - $250k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...information, please visit We are seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred...Full timeTemporary workWork at officeRemote workFlexible hours- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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- ...treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at About the Role The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes...Hourly payFull timeMonday to Friday
Pinnacle Fertility
Scottsdale, AZ18 hours ago - Vanguard is launching an Advance to Financial Planning Advisor Program in Scottsdale, AZ, a full-time development track designed to train the next generation of financial advisors through real client exposure, mentorship, and structured skill-building. The program enables...Full time
- **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives... ...and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be...Full timeWork experience placementLocal areaRemote workFlexible hours
Equitable Advisors
Scottsdale, AZ4 days ago
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