Certified Financial Advisor
The Vanguard Group
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 competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for Certified Financial Advisor and Senior Certified Financial Advisor opportunities. As a Vanguard Advisor, You Will: Establish, grow, and maintain long‑term relationships with clients. Partner with investors to help them plan their financial goals. Provide disciplined investing approaches, tax management strategies, and additional financial planning support. Develop personalized investment strategies and deliver financial planning guidance for the moments that matter. Why you’ll love working here: Work‑Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well‑being. Professional Growth: Benefit from a workplace that prioritizes your professional development. Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed. Compensation and Benefits: Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well‑being. Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses. Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards. Merit‑Based Salary Increases: Your achievements and contributions are recognized through merit‑based salary increases. To learn more about our benefits, visit: Qualifications: Certified Financial Planner® designation required. Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position). Three years (Financial Advisor) or Five years (Senior Financial Advisor) of advisory experience, specifically in advice planning, book of business management, and relationship management. Shown experience managing a book of business with a track record of client satisfaction and loyalty. Apply trust and estate planning knowledge to help preserve client’s wealth. In-depth knowledge of financial planning, investment strategies, and industry regulations. Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: Vanguard is not offering visa sponsorship for this position. Relocation available to those who qualify. We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday. About Vanguard At Vanguard, we don't just have a mission—we're on a mission. To work for the long‑term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in‑person learning, collaboration, and connection. We believe our mission‑driven and highly collaborative culture is a critical enabler to support long‑term client outcomes and enrich the employee experience. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer‑sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. #J-18808-Ljbffr
$51k - $320k
...About GoldBook Financial GoldBook Financial is a premier financial services firm and proud... ...MassMutual behind you. We believe the strongest advisor-client relationships are built on trust,... ...complex concepts simply. Nice-to-Haves Certified Financial Planner (CFP) or Chartered...SuggestedLocal areaFlexible hours- ...educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales... ...salary of fifty-five thousand dollars per year. PandoLogic. Category:Finance, Keywords:Financial Advisor, Location:Scottsdale, AZ-85258SuggestedInternshipMonday to Friday
- ...Services as a distinctive place to build a career in financial advice. Position Overview The Senior Advisor serves as the primary relationship manager for... ...cash flow planning Preference for individuals holding CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst...SuggestedWork 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 clients...SuggestedLocal area
$45k - $100k
...Financial AdvisorThis job posting is anticipated to remain open for 30 days, from 22-Jul-2026. Join a financial services firm where your... ...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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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....$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 focused Financial Advisor to...Full timeTemporary work$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...assistance. We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business...Work at officeLocal area$60k - $80k
...in alignment with goals & industry requirements. Duties And Responsibilities Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars and workshops. Present client financial plan and investment...Temporary workLocal area- ...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
- ...fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment... ...obtained with a 120-day condition of employment for certified and current CFP designation or CFA...Full timeWork 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
- 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
$40k - $120k
North Star Resource Group is looking to find a candidate for a financial consultant position in Scottsdale, AZ. We are looking for a recent... ...under the guidance and mentorship of an experienced financial advisor. If you are looking for a career and profession that involves...Work experience placement- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...be viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be leading...
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... .... Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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
- ...fiduciary commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment... ...with a 120-day condition of employment for certified and current CFP® designation or CFA®...Work at office
- 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...
$70k - $80k
...Wealth Management Opportunity in Financial Services Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201 Wealth Management Opportunity in Financial Services CW Advisors Associate Financial Advisor Location(s): Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201 Scottsdale,...Full timeWork at office- ...culture 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 work...Full timeTemporary workPart timeWork experience placementWork at office
- ## Private Wealth Advisor - FineMarkApplylocations: 7600 East Doubletree Ranch Road, Suite... ...guidelines. Participates in the financial planning process. Effectively manages, monitors... ...(Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred**For this position...Full time
- ...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....
- ...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
- 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...
- ...trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing....Full timeWork at office
$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$60k
...provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right... ...: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Wealth Advisors are enhancing existing relationships and developing new...Work experience placementLive inWork at officeFlexible hours- ...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
- ...Alerus Financial is seeking a Financial Advisor to manage and grow a portfolio of high-net-worth clients, delivering comprehensive financial guidance with a team of specialists. You will focus on client acquisition from existing relationships and new prospects, updating...
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