Financial Advisor
WestPac Wealth Partners
At WestPac® Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions. The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. REQUIREMENTS 4-Year Degree Desire to Help Others Highest Level of Integrity & Ethics Interpersonal & Relationship Skills Affinity for Education & Professional Development Goal & Commitment Oriented SIE, Series 7 & 66 License, Life and Health (Have or will Obtain) WHAT WE PROVIDE Industry-Leading, Proprietary Training and Education Systems Proprietary Planning Software Team-Work Culture Free Licensing Access to study and licensing materials– reimbursements for tests. Advanced Planning Team Accountability and Marketing Coaches * Learn more about our accolades here: | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 View phone number on click.appcast.io. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License#0I29680| 7540390.1 Exp. 01/27 #J-18808-Ljbffr WestPac Wealth Partners
$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At... ...and the scale of MassMutual behind you. We believe the strongest advisor-client relationships are built on trust, personalized guidance,...SuggestedLocal areaFlexible hours- ...Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are 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...SuggestedWork at officeRemote workRelocationMonday to Friday
$100k - $150k
...Financial Advisor Department: Financial Services Employment Type: Full Time Location: Scottsdale, AZ Reporting To: Blake Thibault Compensation: $100,000 - $150,000 / year Description Heffernan Financial is seeking an experienced, driven, and...SuggestedFull timeTemporary work- ...Financial Advisor Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients, asking thoughtful...Suggested
- ...Financial Advisor The Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The ideal candidate will have clear communication skills, and experience in financial...Suggested
$100k - $250k
...About Strategic People Advisors Strategic People Advisors ( is an executive search and talent acquisition firm. We have been exclusively... ...wealth management practice aligned with OneAmerica Financial. Our client firm operates under a specialized macroeconomic planning...Work at officeLocal area- ...During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and...InternshipMonday to Friday
- 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 has opportunities...Contract workWork at office
- ...for Yourself, not By Yourself Enjoy the rewards of building a financial practice helping clients make financial choices guided by their... ...to connect with you. Responsibilities As a Thrivent financial advisor, you’ll: Provide one-on-one financial guidance and connect...Local area
- 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
- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing...Full timeLocal areaFlexible hours
- ...rigor and client-first culture defines SJS Investment Services as a distinctive place to build a career in financial advice. Position Overview The Senior Advisor serves as the primary relationship manager for clients, delivering comprehensive financial planning and investment...Work at office
- Join Vanguard as a Situational Advisor (CFP®) Are you a Certified Financial Planner (CFP®) looking to make a meaningful impact at scale? Vanguard is seeking experienced financial professionals to join our Workplace Advice team, supporting approximately 120,000 participants...
- Trajan Wealth LLC is seeking a Talent Acquisition Specialist, Financial Advisor Recruiting, to own the full-cycle recruitment process for financial advisor talent nationwide. The role is 100% onsite at our Scottsdale campus and partners with leadership to meet growth objectives...
- ...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Scottsdale, AZ. Financial Advisors are based within a bank branch and...Full timeTemporary workPart timeWork experience placementWork at office
- ...investors. You can help us advance this mission by joining Vanguard as we strive to redefine the advice industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors—combining real-world client...Full timeApprenticeshipInternshipWorldwide
$70k - $80k
Current Employees and Contractors Apply HereOsaic Careers Wealth Management Opportunity in Financial Services CW Advisors Associate Financial Advisor Location(s): Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201 Scottsdale, AZ: 15169 N. Scottsdale Road...Full timeFor contractorsWork at office- Lead Exceptional Advisors. Help Shape the Future of Advice.At Vanguard, we're redefining what great wealth management looks like. As a Financial Advisor Manager within our High Net Worth Advice business, you'll lead a team of CFP professionals who serve successful individuals...Full timeWork experience placement
- Heffernan Insurance Brokers in Scottsdale, AZ is looking for a motivated Financial Advisor to join their financial services team. The ideal candidate will have proven success in managing a diverse portfolio and will conduct market research to recommend and execute investment...
- ...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
- ...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....
- Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
$152.37k - $186.23k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area3 days per week- ...Salary Range: Not AvailableApplication Deadline: 12/31/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,... ....Bonus TypeFormula BasedSummaryDo you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered...Work experience placementWork at office
$98.4k - $199k
...group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset... ...who are focused on preserving and building wealth. The Wealth Advisor is responsible for relationship development and coordinating and...- WealthBridge Financial Group is looking for a results-oriented Financial Consultant to join our dedicated team in Paradise Valley, Arizona. The role involves engaging clients to understand their financial goals and offering customized advice and strategies, including investment...
- A professional services firm in Scottsdale seeks a Financial Reporting Associate to support financial reporting engagements and automate processes. The ideal candidate will have a background in accounting or finance, effective problem-solving abilities, and strong communication...
- ...accounting, finance, economics, or related discipline. Please be sure your GPA is listed on your resume. 0 - 4 years experience in a financial reporting, finance, advisory or audit role. Candidates at a more senior level may be considered for a different position within...Immediate start
$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 contractors$110k - $140k
...Scottsdale, AZ Workplace Setting: Fully Onsite Finance Advisor Website POSITION SUMMARY Primary responsibilities of the... ...Services Consultant will include offering strategic advice on the financial forecast you develop which will address the expenditure...Full timeContract workTemporary workWork experience placementWork at officeLocal area
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