Wealth Advisor & Strategist — CFP, Flexible Schedule
Jobot
Jobot in Phoenix, AZ seeks a Wealth Strategist/Advisor to manage high-net-worth client relationships and provide strategic financial guidance. Requirements include CFP designation and 3+ years of experience, preferably with an RIA, plus proven leadership of client relationships. This role offers a competitive base salary with bonus and options, a full benefits package, flexible schedules and opportunities for accelerated career growth in a dynamic, inclusive team. #J-18808-Ljbffr Jobot
$150k - $175k
Wealth Strategist / Advisor Salary: $150,000 - $175,000 per year. Job Details 3+ years of work experience... ...(preferably with an RIA) CFP designation Led client relationships... ...Complete Benefits Package Flexible Work Schedules Accelerated Career Growth Fun Company...Flexible hoursWork experience placementLocal area$65k - $115k
...position of Financial Consultant. This remote role allows for flexible scheduling, offering both part-time and full-time opportunities. As a... ...understand financial concepts including retirement planning and wealth accumulation. The position is commission-based with earning...Flexible hoursRemote jobFull timePart time$30k - $60k
...Alerus is a commercial wealth bank and national retirement... ...ROLE: The Financial Advisors are enhancing existing... ...client activity and schedule follow-up actions. Proactively... ...accreditation(s) i.e. CFP, CFA, CPA. Ability to... ...off programs such as flexible time off, company-paid...Flexible hoursWork experience placementLive inWork at office- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately... .... 11 Paid Holidays 3 Weeks (PTO) Paid Volunteer Time Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401k Retirement...Flexible hoursTemporary workWork at officeLocal area
- Moors & Cabot is seeking a Financial Advisor to oversee investment strategies for clients. This full-time role is pivotal in developing... ...FINRA SIE and Series 7/66 certifications. The position offers flexible work arrangements including remote options, illustrating Moors...Flexible hoursRemote jobFull time
$1,000 per month
...Financial Representative, you can expect a flexible schedule to work around your life and your... ...certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...Flexible hoursFull timeContract workFor contractorsInternshipLocal area$60 per hour
...professionals to evaluate AI-generated analysis and provide feedback that shapes AI reasoning. This role offers fully remote work with a flexible schedule. Candidates should have 2+ years of experience in a quantitative field, strong coding skills, and a bachelor’s degree in a...Flexible hoursRemote jobHourly pay- TFO Family Office Partners, a wealth management firm located in... ...currently seeking a Family Wealth Strategist to help us deliver on our... ...goals Training Family Wealth Advisors Coordinating with client’s other... ...Certified Financial Planner (CFP) highly desired Knowledge of...Work at office
$50k
...clients and 20,000 financial advisors across the U.S. and Canada, we... .... We are an innovative, flexible, and inclusive organization that... ...advisors enjoy flexibility in their schedule and, where required by... ...professional designations such as CFP® or CERTIFIED FINANCIAL...Flexible hoursWork at officeWork from homeHome office$87.4k - $123.4k
...transform their own. We have a flexible work environment, and fluid... ...of our Empower Personal Wealth clients. What You Will Do *... ...and onboard referrals from Advisors * Coordinate & Schedule a multi-meeting process... ...experience. MBA preferred * CFP required * FINRA Series 7,...Flexible hours16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visa- Renaissance Financial is seeking a Financial Advisor in Phoenix, AZ who will identify and cultivate client relationships to help achieve... ...provide tailored financial solutions. The company offers a flexible schedule, professional development, and support towards medical...Flexible hours
- ...experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through... ...well‑being. Work Environment Hybrid schedule: three days per week in the office. Applicants... ...leave a legacy on their terms through flexible partnership models, integrated...Flexible hoursTemporary workWork at office3 days per week
- ...BridgePort is seeking a client‑centered Wealth Advisor to deliver personalized investment... ...leave a legacy on their terms through flexible partnership models, integrated technology... ...Environments This role offers a hybrid schedule, requiring three days weekly in the office...Flexible hoursTemporary workWork at office
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as... ...assigned and required. Qualifications CFP Designation required- CPA/PFS can be... ...3 Weeks (PTO) Paid Volunteer Time Flexible Work Schedule Highly subsidized Health, Dental, and...Flexible hoursTemporary workWork at officeLocal area
$50 - $60 per hour
...analysis with advanced degrees being preferred. The role involves reviewing AI outputs and providing structured feedback. Independent contractors can work on their own schedule, earning $50-$60 per hour, with the flexibility to choose projects. #J-18808-Ljbffr DataAnnotationFlexible hoursRemote jobHourly payContract workFor contractors- ...Wealth Advisor Join Us in Making an Impact At OneAZ Credit Union, our success is measured... ...and informational meetings such as those scheduled by the officer over investment services,... ...Certified Financial Planner (CFP), preferred A passion for people, innovation...Work experience placementLocal area
- ...interpretation of insurance coverage plans, co-payments and deductible schedules and payment plans; and a working knowledge of computers and... ...requirements: May be required to work occasional overtime and flexible hours. One of the nation's largest and most respected...Flexible hoursFull timeLocal areaShift work
- ...interpretation of insurance coverage plans, co-payments and deductible schedules and payment plans; and a working knowledge of computers and... ...Requirements: May be required to work occasional overtime and flexible hours. One of the nation’s largest and most respected hospital...Flexible hoursFull timeLocal areaMonday to FridayShift work
- ...Empower Your Future with a Flexible, Remote Financial Consulting... ...for clients seeking to build wealth and secure their financial future... .... You’ll be their trusted advisor, helping them make decisions... ...Flexibility: Design your own schedule, work remotely, and enjoy the...Flexible hoursPart timeImmediate startRemote workWorldwide
- ...This position requires a Bachelor's degree and over 5 years of professional experience, preferably in engineering or construction. Flexible hours and numerous employee benefits, including comprehensive health insurance and paid volunteer time, are part of the offering....Flexible hours
- Northern Trust Corp in Phoenix, AZ is seeking a Sr. Portfolio Advisor to manage investment activities for major high net worth accounts... ...with a broad client service team. The company values a flexible and collaborative work culture, fully committed to sustainable...Flexible hours
- ...candidates will have a Bachelor's degree, a minimum of 3 years of experience in medical diagnostics, and established relationships in gastroenterology. This role offers competitive compensation, health benefits, and flexible paid time off. #J-18808-Ljbffr Syneos Health, Inc.Flexible hours
- ...Financial Advisor What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies... ...while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough...Flexible hours
- ...bachelor’s degree in a relevant field and at least two years of experience in business development. Proficiency in Adobe Creative Suite is essential. The position offers numerous benefits including health plans and a flexible work environment. #J-18808-Ljbffr StantecFlexible hours
- ...and performing financial analyses. The candidate should be proficient in licensing models and technical project management. This position involves both on-site training and remote work, creating an engaging and flexible work environment. #J-18808-Ljbffr Sharp DecisionsFlexible hoursRemote work
- ...databases. The ideal candidate has a Bachelor's degree, 4+ years of relevant experience, and proficiency in Microsoft Office and Adobe products. A flexible work environment is offered, alongside comprehensive benefits and growth opportunities. #J-18808-Ljbffr Black & VeatchFlexible hoursWork at office
- ...FA Team with minimal direction. At RBC Wealth Management, your career progression... ...oriented environment Bachelor's Degree CFP designation preferred What's in it for... ...Rewards Program including bonuses and flexible benefits, competitive compensation, commissions...Flexible hoursWork at office
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who... ...Financial Advisor to build and manage a holistic wealth management practice. You'll provide... ...company match, health savings accounts, flexible spending accounts, and voluntary supplemental...Flexible hoursTemporary workLocal area- ...make an impact The Financial Advisor position is accountable for building and maintaining wealth management relationships with... ...practice area, supply/demand, and scheduled hours. On top of a competitive... ...health services (Talkspace) Flexible work hours (availability varies...Flexible hoursFull timeLive outWork at officeLocal area
$97k - $192k
...Benefits: 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Foster Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead...Flexible hoursWork at officeLocal areaWork from home
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