Senior Wealth Advisor - Portfolio & Planning
Mercantil Commerce Bank
Commerce Bank seeks an experienced investment professional to manage client portfolios and build enduring client relationships through comprehensive investment planning. You will develop tailored wealth strategies, monitor fiduciary and market risks, and work with clients to adjust portfolios as circumstances evolve. A strong team player with CFA/ CFP preferred and Salesforce experience is ideal. #J-18808-Ljbffr Mercantil Commerce Bank
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Portfolio & Planning in Phoenix, AZ vacancy
- ...Business Systems Consultant - Technical Portfolio Management in Dallas, TX or Charlotte, NC... ...of Work (SOW) process, drive capacity planning and intake, and manage infrastructure vendor... ...to influence and communicate with senior leadership and cross-functional teams....SeniorLong term contractContract work
Motion Recruitment
Phoenix, AZ4 days ago - BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports long-term planning strategies, and helps grow client relationships through...Senior
- U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team. You will deliver strategies, build tailored portfolios, and partner with AMG or U.S. Bancorp Investment as needed to meet clients' goals. The role...Suggested
- ...integrating comprehensive planning with tailored investment strategies... ...aims to build sustainable wealth and financial security for... .... Role Description The Senior Financial Advisor is a full-time role,... ...maintain diversified investment portfolios, monitor performance, and...SeniorFull timeTemporary work
Pearl Capital Management
Phoenix, AZ2 days ago - U.S. Bank in Sun City, AZ is seeking a Wealth Management Advisor to lead investment planning and insurance product delivery on the Wealth Management Team. You will facilitate strategies, manage portfolios, and collaborate with clients to understand goals and build tailored...Suggested
- ...matters most. Schwab Wealth Advisory is a fee‑... ...Sr. Manager, Wealth Advisor , you’ll manage ongoing... ...deliver holistic financial planning, and provide tailored... ...that align portfolios to client objectives,... ...Coachability: Demonstrates a senior learning mindset by seeking...SeniorWork at office
Charles Schwab Corporation
Phoenix, AZ1 day ago - BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors...Senior
- Alerus is seeking a Wealth Advisor to enhance client relationships and drive new business opportunities. You will act as the primary contact... ...new clients (40%). You will develop expertise in financial planning, investments, and tax strategies, while pursuing ongoing...Senior
- Columbia Bank is seeking a Private Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering integrated wealth... ..., and delivering personalized investment and estate planning advice, with a strong focus on client retention and #J-18808...Senior
- BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management. This role supports business growth through client acquisition...SeniorWork at office
$110k - $135k
...Senior FP&A Analyst — Flying Horse Capital Portfolio Company Location: Phoenix metro, AZ (on-site) Reports to: Chief Financial Officer of the operating... ...days of producing it. What You'll Own Planning and forecasting Build and maintain the annual...SeniorPermanent employmentTemporary workFlying Horse Capital
Phoenix, AZ2 days ago- ...across APS to analyze processes, identify improvement opportunities, and turn insights into practical solutions. Supporting planning and portfolio health by developing clear, accurate reports and dashboards that leaders can rely on. Helping ensure systems, data, and...SeniorWork experience placement
- Charles Schwab Corporation's Schwab Wealth Advisory in Phoenix is seeking a Sr. Manager, Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You will...Senior
- ...serve your clients better? At Prudential Advisors , we can offer you more: More support,... ...We have an opportunity for the right senior advisor to work with our firm in Arizona... ...should be comfortable creating financial plans and cross-checking work to ensure complete...SeniorFull time
Prudential Advisors
Phoenix, AZ1 day ago $129k - $238k
...multifaceted asset management portfolios to meet complex client... ...simple to intermediate estate planning, tax planning and advanced investment... ...investments, trust and wealth transfer, credit, deposit and... ...small and large audiences of senior and executive level professionals...SeniorFull timeLocal area- ...nationally recognized RIA in the search for a Wealth Advisor . This is an outstanding opportunity... ...for delivering sophisticated planning, personalized investment strategies, and... ...Expertise in comprehensive financial planning, portfolio strategy, and client relationship...Full time
Judson Group
Phoenix, AZ4 days ago $80k - $140k
...About Us Maridea Wealth Management is a national, SEC-registered wealth management firm... ...on comprehensive, long-term financial planning. That gives our clients the personal attention... ...Awards, ranked sixth on Financial Advisor Magazine's list of the 50 fastest-growing...SeniorFull timeLive inWork at officeLocal areaMaridea Wealth Management
Phoenix, AZ4 days ago$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking... ...wealth strategies built on expertise in financial planning, tax and estate planning, investment management,...Work at officeLido Advisors, LLC
Phoenix, AZ4 days ago- ...what matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...to our clients. As a Wealth Advisor , you'll manage ongoing client... ..., deliver holistic financial planning, and provide tailored... ...recommendations in a way that aligns portfolios to client goals, risk...Work at office
Charles Schwab
Phoenix, AZ3 days ago $116.65k - $216.63k
...03902 About the Role: The Private Wealth Advisor serves as a trusted advisor for high-net... ..., banking, lending, trust, estate planning, and investment solutions. Working in partnership... ..., investment advisors, trust officers, portfolio managers, financial planners, and other...Full timeTemporary workWork at officeLocal areaColumbia Bank (WA, OR & ID)
Phoenix, AZ1 day ago$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor... ...build and manage a holistic wealth management practice. You'll... ...provide comprehensive financial planning, investment management... ...and update financial plans and portfolios. Educate Participants: Provide...Temporary workLocal areaFlexible hoursCAPTRUST
Phoenix, AZ5 days ago- ...multigenerational families — and the advisors who serve them — exactly... ...is seeking exceptional wealth advisors who have built a $10... ...customized wealth strategies and planning for founders, executives, and... ...to legacy planning Direct portfolio strategy and performance –...Work at officeRemote workFlexible hours
Jobrapido
Phoenix, AZ3 days ago - ...sustaining more than 35% annual growth for the past decade. Our portfolio of pet care offerings includes pet-related employee benefits,... ..., and lender and investor models built on top of the planning process. • The finance systems stack and the integrity of the...SeniorShift work
Synergy Pet Group
Phoenix, AZ3 days ago $64.2k - $116.4k
...supporting our client servers on various account decisions, annual planning, financial performance management throughout the year,... .... The opportunity In the Engagement Business Advisor (EBA) - Senior Associate role, you will be an experienced, finance professional...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Phoenix, AZ3 days ago- ...Senior FP&A Analyst *MUST CURRENTLY LIVE IN THE GREATER PHOENIX, AZ AREA TO BE CONSIDERED* Location: West Valley, Phoenix, AZ Reports... ...and manufacturing company. This role will own financial planning and analysis across multiple business units, including budgeting...SeniorLive in
Staffing Fish LLC
Phoenix, AZ21 hours ago $93.89k - $125.18k
...the expectation that time working will regularly take place inside and outside of a company office. The Senior Financial Analyst position on the Financial Planning & Analysis team is focused on providing financial support to First Citizens Bank Enterprise Technology...SeniorWork at officeFirst Citizens Bank
Phoenix, AZ21 hours ago- 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...Senior
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25-30 inbound Zoom consultations weekly with high-net-worth prospects. You’ll educate on retirement tax strategies, assess needs with a proven framework, and close opportunities as the primary closer...SeniorRemote job
- ...Financial Credit Union in Phoenix is seeking a Paraplanner to support financial advisors by gathering client information, researching investments, and preparing comprehensive financial plans for client review. The role includes preparing documents, reports, and...Senior
- ...main purpose of this job is to manage client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing day-to-day administration of... ...with clients to develop comprehensive wealth management strategies and identify opportunities...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Portfolio & Planning. Be the first to apply!
Related searches
- financial counselor Phoenix, AZ
- private wealth advisor Phoenix, AZ
- senior wealth advisor Phoenix, AZ
- associate corporate finance Phoenix, AZ
- financial advisor associate Phoenix, AZ
- financial advisor part time Phoenix, AZ
- financial consultant Phoenix, AZ
- financial advisor training program Phoenix, AZ
- estate planning consultant Phoenix, AZ
- financial planning administrator Phoenix, AZ