Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Associate - Licensing & Growth

Equitable Advisors LLC

Equitable Advisors in Scottsdale is seeking a Wealth Management Associate to build client relationships, develop financial plans, and advise on suitable investment products. The role emphasizes in-office presence, licensing through FINRA sponsorship, and a structured training path including PEP and Virtual University. If you are motivated, values-driven, and ready to contribute to a high-performing team, this is an opportunity to advance toward CFP/ChFC designations within a supportive #J-18808-Ljbffr Equitable Advisors LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate - Licensing & Growth in Scottsdale, AZ vacancy
  •  ...At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive...  ...to becoming a wealth manager through licensing and employment. Enjoy the flexibility...  ...with management ambition Professional Growth: encouragement to pursue professional... 
    Suggested
    Full time
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors

    Scottsdale, AZ
    4 days ago
  • Job Description - Wealth Management Associate - AZ, Scottsdale (5241) (2600006N) Wealth Management Associate...  ...to becoming a wealth manager through licensing and employment. Role Highlights...  ...with management ambition Professional Growth : encouragement to pursue... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    Scottsdale, AZ
    2 days ago
  •  ...Client Coverage Group at State Street Investment Management (SSIM). The Associate Regional Consultant, Model Portfolios - US Wealth, AVP will join our U.S. Wealth team and work...  ...:Bachelor's degree required.Series 7 and 63 licensed required (must be obtained by start date).3-... 
    Suggested
    Full time
    Temporary work
    Currently hiring
    Work at office
    Flexible hours

    State Street Bank

    Scottsdale, AZ
    5 days ago
  • $70k - $130k

     ...experienced sales professional to join our US Wealth team as an RIA, Associate Regional Consultant covering...  ...expert on State Street Investment Management solutions, including ETFs, model portfolios...  ...degree requiredSIE, Series 7 and 63 license required (must be obtained by start... 
    Suggested
    Full time
    Temporary work
    Work at office
    Flexible hours

    State Street Bank

    Scottsdale, AZ
    7 days ago
  •  ...annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Equitable Advisors is...  ...degree You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)... 
    Suggested
    Full time
    Start working today
    Remote work

    Equitable Advisors

    Scottsdale, AZ
    13 hours ago
  • $70k - $130k

     ...Associate Regional Consultant, Model Portfolios US Wealth, AVP We are currently hiring for a sales distribution role within...  ...at State Street Investment Management (SSIM). The Associate Regional Consultant...  ...required. ~ Series 7 and 63 licensed required (must be obtained by... 
    Temporary work
    Currently hiring
    Work at office

    State Street

    Scottsdale, AZ
    5 days ago
  • PNC invites applications for a Virtual Premier Banker within Wealth Management, based in Scottsdale, AZ. You will drive Mass Affluent client acquisition virtually, manage a portfolio, and partner with ecosystem experts to deliver tailored financial solutions. The role emphasizes... 

    PNC Financial Services Group, Inc.

    Scottsdale, AZ
    4 days ago
  • $22.5 - $30 per hour

     ...representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank....  ...of standard departmental procedures. Basic Qualifications Associate degree, or equivalent work experience Five or more years of... 
    Temporary work
    Work experience placement
    Work at office
    Local area

    U.S. Bank

    Scottsdale, AZ
    4 days ago
  • $80k - $130k

    About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is...  ...motivated and client-focused Associate Family Office Fiduciary...  ...ongoing management and growth of an established...  ...This role is ideal for a licensed financial professional... 
    Base plus commission
    Temporary work
    Work at office
    Relocation package

    Trajan Wealth LLC

    Scottsdale, AZ
    4 days ago
  • $60k - $80k

     ...Person, Full-Time Role) RMR Wealth Builders, Inc. is seeking a Trading...  ...to join our Investment Management team in our Scottsdale office...  ...experience. Prior securities licensing is welcomed but is not required...  ...development and firm growth. 401(k) and HSA with employer... 
    Full time
    Work at office
    Local area

    RMR Wealth Builders, Inc.

    Scottsdale, AZ
    4 days ago
  • $70k - $130k

     ...a sales distribution role within State Street Investment Management’s U.S. Wealth Business. In this role, you will work with a team of model...  ...sales role, with focused travel and time in the office.As Associate Regional Consultant, Model Portfolios:You will effectively... 
    Full time
    Temporary work
    Currently hiring
    Work at office
    Home office
    Flexible hours

    State Street Bank

    Scottsdale, AZ
    7 days ago
  •  ...Registered Client Associate & Paraplanner Our team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking a Registered Client...  ...a high level of customer service. Licenses/ Certifications: SIE, Series 7, 63, or equivalent... 
    For contractors
    Work at office

    Raymond James Financial

    Scottsdale, AZ
    3 days ago
  • $60k - $75k

    Job Summary The Associate, Family Office supports accurate and timely...  ...office clients. This role manages day-to-day accounting activities...  ..., family office services, wealth management, or a related professional...  ...nurturing professional growth and giving back to the community... 
    Work at office

    Mariner

    Scottsdale, AZ
    13 hours ago
  •  ...shaping the future of Vanguard’s Personal Wealth business? We are seeking a highly...  ...experts to bring new investment wealth management capabilities to life for both clients and...  ...position our business for success and future growth. You will work closely with business and... 
    Full time
    Work experience placement

    Vanguard

    Scottsdale, AZ
    4 days ago
  • $135k - $165k

     ...Verde Animal Hospital in Scottsdale, Arizona, is looking for an Associate Veterinarian to join their team. You will provide high-quality...  ...environment with a focus on team collaboration and professional growth. Responsibilities include wellness exams, surgery, diagnostics,... 

    Palo Verde Animal Hospital

    Scottsdale, AZ
    3 days ago
  • Kahala Management LLC in Scottsdale, AZ is seeking a Loyalty Specialist to support the day-to-day operations of loyalty programs across the BBQ Holdings brands. You will configure rewards, test promotions, and analyze program performance to ensure a seamless guest experience... 

    Kahala Management LLC

    Scottsdale, AZ
    3 days ago
  •  ...seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The ideal candidate...  ...be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This... 
    Work experience placement
    Work at office

    Beacon Pointe Advisors

    Scottsdale, AZ
    4 days ago
  •  ...Matthews Commercial Real Estate Associate Matthews is the fastest...  ...achieve financial freedom. Your growth and success is our mission....  ...infused marketing tool), to manage leads and track performance....  ...a real estate salesperson license in the state you are located... 
    Work at office

    Matthews LLC

    Scottsdale, AZ
    2 days ago
  •  ...Job Description Job Description Associate-Licensed Mental Health Therapist Location: Scottsdale...  ...Clinical Supervision & Professional Growth We believe associate-level...  ...under appropriate clinical supervision. Manage a clinical caseload as determined by the... 
    Work at office

    Anew Treatment Center

    Scottsdale, AZ
    16 days ago
  •  ...Position Summary The Leasing Associate position is responsible for...  ...guest cards in our Lead Management Software. Assist prospects with...  ...professional development, career growth, and role-based learning...  ...state requires. A valid driver's license is preferred; candidates... 
    Weekly pay
    Full time
    Start working today
    Work at office
    Local area
    Flexible hours
    Night shift
    Weekday work

    RPM Living

    Scottsdale, AZ
    1 day ago
  • $2,500 per month

     ...Consistent full-time hoursOpportunity for growth and advancementGreat care starts with...  ...Responsibilities:Job Summary The Environmental Service Associate assures patient physical comfort by...  ...a current and valid Arizona driver's license and Have a Motor Vehicle Report (MVR)... 
    Full time
    Currently hiring
    Immediate start
    Relocation package
    Day shift
    Afternoon shift

    HonorHealth

    Scottsdale, AZ
    4 days ago
  • $110k - $160k

     ...Fountain Hills, AZ is seeking an Associate Veterinarian. A respected,...  ...by a dedicated office manager, three receptionists, and a strong...  ...for a Veterinary State License in Arizona Comfortable and...  ...continuing education and clinical growth Benefits: ~ Base... 
    Full time
    Work at office

    Atlas Consultancy Group

    Fountain Hills, AZ
    3 days ago
  •  ..., and developmentConduct and manage environmental, title and survey...  ...of the company’s various licenses, (6) providing training to team...  ...construction, land use, and community association law at a top law firm with...  ...offers ongoing learning, growth and opportunity for all of us... 
    Permanent employment
    Full time
    Temporary work
    For contractors
    Local area
    Remote work

    Mattamy Homes

    Scottsdale, AZ
    3 days ago
  • About the Role: The Associate Financial Advisor will be a key planning...  ...to offer sophisticated wealth management solutions to individuals and...  ...outcomes while supporting advisor growth and deepening client...  ...Series 7/66 or Series 7/63/65 licenses Must have an undergraduate degree... 
    Full time

    Baird

    Scottsdale, AZ
    1 day ago
  •  ...ExecutionDevelop and execute the end‑to‑end RCSA lifecycle for the Personal Wealth divisionEnsure RCSA activities align with enterprise risk...  ...to key processes.Control Evaluation & AssuranceDevelop and manage workshops to evaluate the adequacy of internal controls supporting... 
    Full time
    Work experience placement

    Vanguard

    Scottsdale, AZ
    6 days ago
  •  ...scientific user experience to help our clients better capture, manage, integrate, and analyze complex scientific data. We help improve...  ...their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Scottsdale, AZ
    5 days ago
  • $125k - $145k

     .... Description Restructuring Associate, Alvarez & Marsal Scottsdale...  ...the industry. Our successes managing some of the largest crises in...  ...of backgrounds that bring a wealth of industry depth and knowledge...  ...people consistently highlight the growth opportunities, our unique,... 
    Part time
    Work experience placement
    Work at office
    Flexible hours

    Alvarez & Marsal

    Scottsdale, AZ
    3 days ago
  • As a Senior Associate, Relationship Manager, you will operate as a strategic, independent contributor responsible for supporting the team in delivering value to 529 and CSA partners You will partner cross-functionally and act as a trusted point of contact for both internal... 
    Work at office

    Vestwell

    Scottsdale, AZ
    3 days ago
  • IAT Insurance Group in Scottsdale, AZ (hybrid schedule) offers an Associate Underwriter role designed as an entry-level program to learn underwriting, risk assessment, and industry fundamentals. You will be mentored by a coach, evaluate information to determine risk and... 

    IAT Insurance Group

    Scottsdale, AZ
    2 days ago
  • Member Experience Associate - Sales/Insurance/MVD Location: Scottsdale, AZ Time Type: Full...  ...all seven fundamental skills as well as growth skills, dependent on branch need. Performs...  ...and goals. EDUCATION & EXPERIENCE / LICENSES & CERTIFICATION Minimum Qualifications High... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Shift work

    Tech Sales Jobs

    Scottsdale, AZ
    1 hour ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Associate - Licensing & Growth. Be the first to apply!