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

Senior Wealth Advisor - Holistic Financial Planning

Merceradvisors

Mercer Advisors is looking for a Wealth Advisor to deepen relationships with clients and grow their practice through referrals. The role requires developing financial strategies in collaboration with a unified in-house team of experts to help clients achieve their goals. Qualified candidates will have 5-10 years of experience, hold certifications like CFP, and possess advanced knowledge of financial products and planning concepts. In addition, a hybrid working schedule will be offered, with business hours from Monday to Friday. #J-18808-Ljbffr Merceradvisors

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Holistic Financial Planning in Scottsdale, AZ vacancy
  • Are you a Certified Financial Planner (CFP) with a passion for transforming lives through...  ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in...  ...investment success by providing financial planning solutions using our time-tested... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Scottsdale, AZ
    20 hours ago
  • $152.37k - $186.23k

     ...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... 
    Senior
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    Scottsdale, AZ
    20 hours ago
  •  ...experienced investment professional to manage client portfolios and build trusted relationships. You will design tailored investment plans, monitor performance, and align strategies with fiduciary guidelines while expanding the client base. The role requires deep... 
    Senior

    FineMark National Bank & Trust

    Scottsdale, AZ
    1 day ago
  • FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will develop wealth strategies, monitor accounts, and maintain fiduciary compliance while growing client... 
    Senior

    Mercantil Commerce Bank

    Scottsdale, AZ
    1 day ago
  • U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves leading a team of Banking, Trust, and Investment professionals to address client needs effectively. The ideal candidate will have... 
    Senior
    Work at office
    Flexible hours
    3 days per week

    Hong Kong Study Skills Research Institute

    Scottsdale, AZ
    4 days ago
  • A growing wealth management firm in Scottsdale is seeking an experienced Senior Wealth Manager to join its team. This role requires...  ...possess strong skills in financial planning, client acquisition, and...  ...ensures a client-first approach. #J-18808-Ljbffr Lido Advisors, LLC
    Senior
    Flexible hours

    Lido Advisors, LLC

    Scottsdale, AZ
    2 days ago
  • $98.4k - $199k

     ...clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or...  ...on preserving and building wealth. The Wealth Advisor is responsible for...  ...strategies to clients and maintain a holistic approach to planning. Collaborate... 

    Old National Bank

    Scottsdale, AZ
    4 days ago
  • Fartherfinance is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households, focusing on delivering a comprehensive wealth management experience. This role requires 10+ years of financial planning experience and CFP® certification, emphasizing... 
    Senior

    Fartherfinance

    Scottsdale, AZ
    2 days ago
  •  ...Solutions, L.l.c. in Scottsdale, AZ, is seeking a Business Development Specialist III who will play a crucial role in recruiting financial advisors. This position demands a proactive approach in learning products and managing a pipeline of leads. Ideal candidates will... 
    Senior

    Insurance Administrative Solutions, L.l.c.

    Scottsdale, AZ
    2 days ago
  • Osaic is seeking a Senior Business Systems Analyst specializing in advisor compensation to optimize financial systems and broker-dealer operations. You will analyze complex compensation structures, data models, and regulatory considerations, delivering strategic, scalable... 
    Senior

    Osaic

    Scottsdale, AZ
    3 days ago
  • 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... 
    Senior

    Heffernan Insurance Brokers

    Scottsdale, AZ
    3 days ago
  • A financial advisory firm in Scottsdale, Arizona is seeking an Experienced Financial Advisor/Financial Planner to deliver personalized investment solutions. The ideal candidate...  ...include providing financial planning support and preparing accurate financial plans... 
    Senior

    Prudential Advisors

    Scottsdale, AZ
    2 days ago
  •  ...Goldman Sachs Bank AG is hiring a Private Wealth Advisor in Scottsdale, Arizona. In this role,...  ...client relationships and provide holistic wealth management advice. Ideal candidates...  ...have over four years of experience in financial services, possess the required licenses... 

    Goldman Sachs Bank AG

    Scottsdale, AZ
    20 hours ago
  • San Blas Securities in Scottsdale, AZ, seeks experienced financial advisors to join our growing team. The role offers commission-based compensation, onboarding incentives, and access to an existing network of institutional clients. The ideal candidate has 5+ years of proven... 
    Senior
    Remote job
    Work from home

    San Blas Securities

    Scottsdale, AZ
    4 days ago
  • Equity Methods, located in Scottsdale, Arizona, is seeking a Senior Associate to join their team. This exciting role offers immediate client engagement opportunities, with training in financial reporting, valuation, and HR advisory. Senior Associates will gain exposure... 
    Senior
    Immediate start

    Equity Methods

    Scottsdale, AZ
    1 day ago
  • Build an Aviation Career You're Proud OfAs a Senior Financial Planning & Analysis (FP&A) Analyst, you will report into the Corporate FP&A team in Scottsdale and serve as the finance lead supporting corporate functions where you will lead financial planning & analysis while... 
    Senior
    Work at office
    Worldwide
    Flexible hours

    DallsAirmotive

    Scottsdale, AZ
    4 days ago
  • U.S. Bank is seeking a Client Relationship Consultant 3 in Scottsdale, AZ. In this role, you will build relationships with clients through various channels, providing them with tailored banking advice and services. You will be integral in helping clients understand and ...
    Senior

    U.S. Bank

    Scottsdale, AZ
    20 hours ago
  • $140k - $175k

    A leading mortgage lender is seeking a Senior Credit Underwriter in Scottsdale, Arizona. This role involves evaluating lending opportunities...  ...Estate banking or private lending, with strong knowledge of financial analysis and loan structuring. An MBA is preferred. Competitive... 
    Senior

    NewRez LLC

    Scottsdale, AZ
    1 day ago
  •  ...seeks a VP, Relationship Banker II to grow and retain client relationships, support PC revenue goals, and deliver a full range of financial solutions. You will manage loan requests from structuring to closing, collaborate with Credit Analysts and internal partners, and... 
    Senior

    First Western Trust

    Scottsdale, AZ
    1 day ago
  • Numera in Scottsdale, Arizona is seeking a Senior Consultant to lead end-to-end accounting operations. In this role, you will prepare financial statements, ensure US GAAP compliance, and mentor a team of accountants. The ideal candidate should have over 10 years of experience... 
    Senior
    Remote job

    Numera

    Scottsdale, AZ
    20 hours ago
  •  ...just another accounting firm—we’re a fast-growing, tech-enabled financial services company helping businesses, nonprofits, and...  ...within the James Vincent Group (a Numera company) and looking for a Senior Consultant who’s ready to take ownership, lead from the front,... 
    Senior
    Remote work

    Numera

    Scottsdale, AZ
    20 hours ago
  • Senior Associate - Financial Reporting Group Our award-winning Financial Reporting team is looking for an energetic professional who possesses strong...  ..., ranging from numerous areas in GAAP to forecasting, planning, and analysis (FP&A) to data analytics and visualization.... 
    Senior
    Summer work
    Immediate start

    Equitymethods

    Scottsdale, AZ
    2 days ago
  • Osaic seeks a Senior Operations Consultant for Business Excellence to lead investigations of complex operational issues and apply RCA...  ...collaborates across support functions to reduce escalations, improve advisor experiences, and enhance service delivery. Responsibilities... 
    Senior

    Osaic

    Scottsdale, AZ
    2 days ago
  • Caliber is looking for a Senior Financial Reporting Associate to join our team locally in Scottsdale...  ...investors and registered investment advisors with well‑structured alternatives to...  ...investments. Our Why Caliber grows the wealth of good people to create a better world... 
    Senior
    Temporary work
    Local area
    Flexible hours

    Valid8 Financial, Inc.

    Scottsdale, AZ
    4 days ago
  • $70k - $85k

     ...agile team to develop and deploy effective financial solutions, while demanding parity between...  ..., changes of program milestones, etc. to senior business leaders. Maintain databases for...  ...future, we offer a competitive 401(k) plan. OUR PROCESS Our interview process starts... 
    Senior
    Work at office
    Local area
    Remote work

    Vestwell

    Scottsdale, AZ
    3 days ago
  • A leading financial services firm is seeking a Senior Home Lending Advisor in Scottsdale, AZ. In this role, you will serve as the chief point of contact for customers throughout the loan process and coach branch teams on lending products. Ideal candidates will have over... 
    Senior

    JPMorganChase

    Scottsdale, AZ
    3 days ago
  • The Goldman Sachs Group invites applications for a Private Wealth Advisor to build and grow a client-focused practice within our Private Wealth Management (PWM) team. You will deliver holistic wealth management advice leveraging our investment platform and exclusive opportunities... 

    The Goldman Sachs Group

    Scottsdale, AZ
    20 hours ago
  • A leading financial services firm in Scottsdale is seeking a Senior Home Lending Advisor to guide clients through the home lending process. The role requires a bachelor's degree and at least 3 years of mortgage lending experience. Responsibilities include coaching branch... 
    Senior
    Local area

    JPMorganChase

    Scottsdale, AZ
    20 hours ago
  • $46.99k - $112.2k

     ...community at a time. Position Summary CVS Health is seeking a Senior Financial Analyst to join the Channel & Client Margin FP&A team within the Pharmacy Services Segment (PSS) . This role supports the planning, forecasting, reporting, and analysis of financial impacts... 
    Senior
    Hourly pay
    Full time
    Contract work
    Temporary work
    Local area

    Hispanic Alliance for Career Enhancement

    Scottsdale, AZ
    4 days ago
  • Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Scottsdale, AZ location_on Arizona...  ...comprehensive wealth management plans for ultra high net...  ...advisor who delivers holistic private wealth...  ...private wealth management, financial services, or related... 
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    Scottsdale, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor - Holistic Financial Planning. Be the first to apply!