Wealth Advisor - Client Growth & Financial Planning

$85k - $145k

Mercer Advisors

A financial advisory firm in Scottsdale is seeking a Wealth Advisor to deepen client relationships and grow their practice. This role involves identifying financial goals, communicating solutions, and ensuring client retention through comprehensive offerings. Candidates should have at least 7-10 years of experience, a CFP designation, and strong communication skills. The position comes with a hybrid work schedule and an annual salary range of $85,000 to $145,000, along with various benefits including medical coverage and retirement plans. #J-18808-Ljbffr

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Wealth Advisor - Client Growth & Financial Planning in Scottsdale, AZ vacancy

Wealth Advisor - Holistic Planning & Client Growth
...About Us GoldBook Financial is a premier wealth management firm dedicated... ...and holistic planning for individuals and... ...commitment to helping our clients achieve long-term... ...Opportunity As a Financial Advisor at GoldBook... ...resources to drive growth and enhance client retention...
Suggested
Local area
GoldBook Financial
Scottsdale, AZ
5 days ago
Wealth Advisor: Client Planning & Portfolio Growth
...Key Wealth Management is a fast-growing wealth... ...is helping clients live a life they love... ...they achieve their financial goals. Key Wealth... ...looking for a Wealth Advisor who thrives in the... ...integral to the growth of an already established... ...of financial planning Positive, outgoing...
Suggested
Key Wealth Management
Scottsdale, AZ
4 days ago
Biblical Wealth Advisor & Client Growth Leader
...Broughton Group is seeking a Private Wealth Advisor in Phoenix, AZ, to provide world-class financial guidance to clients and to foster business development opportunities.... ...candidate will lead a team, ensuring their growth while maintaining the highest standards of client...
Suggested
Broughton Group
Phoenix, AZ
1 day ago
Senior Wealth Advisor Growth, Client Impact, Team-Driven
...REDW, one of the nation’s largest accounting firms, is seeking an experienced professional for a financial planning role in Phoenix, Arizona. You will build client relationships, support financial planning, and collaborate with the team to improve processes. The ideal...
Suggested
Flexible hours
REDW
Phoenix, AZ
1 day ago
Strategic Wealth Advisor Growth & Client Impact
...A leading financial institution is seeking a Wealth Management Advisor to help affluent clients with financial planning and investment management. You will meet clients to assess their needs, provide tailored strategies, and partner with a collaborative team. Candidates...
Suggested
U.S. Bank
Phoenix, AZ
4 days ago
Wealth Advisor: Client-Focused Growth & Planning
PNC is looking for a Financial Advisor based in Scottsdale, AZ. In this role, you will consult on investment strategies, manage client relationships, and develop personalized financial plans. With a focus on creating exceptional client experiences, this position offers...
PNC
Scottsdale, AZ
3 days ago
Wealth Management Financial Advisor - Client Growth & Planning
PNC is looking for a Financial Advisor based in Phoenix, AZ, providing personalized... ...and fostering strong client relationships. The role involves... ..., developing financial plans, and educating branch staff on... ...supportive workplace culture for career growth. #J-18808-Ljbffr PNC
PNC
Phoenix, AZ
4 days ago
Client Wealth Advisor - Growth & Investments
...BMO in Scottsdale, Arizona, is seeking a financial services professional to act as the primary client contact and provide holistic banking solutions. Ideal candidates... ...competitive salary range and benefits including health insurance and retirement plans. #J-18808-Ljbffr...
Bmo
Scottsdale, AZ
4 days ago
Certified Financial Advisor - Hybrid, Client Growth
...Vanguard is seeking a Certified Financial Advisor in Scottsdale, AZ, offering competitive compensation and benefits. The role... ...involves establishing long-term relationships with clients, providing financial planning guidance, and developing personalized investment strategies...
Work from home
Monday to Friday
Vanguard
Scottsdale, AZ
5 days ago
Boutique Wealth Advisor CFP, Client-First, Team-Driven
...A leading wealth management firm in Scottsdale is seeking an early-career Certified Financial Planner (CFP) to join as a Wealth Advisor. This role emphasizes client service and offers significant growth opportunities in a collaborative environment. The ideal candidate...
ARQ Wealth Advisors LLC
Scottsdale, AZ
5 days ago
Wealth Client Growth Partner Advisor Collaboration
...Resource Center, LLC. is seeking a Wealth Client Relationship Manager in... ...partner with Wealth Management Advisors to support high-net worth clients in achieving their financial goals. Responsibilities... ...clients and implementing financial planning recommendations. The ideal...
Retirement Resource Center LLC
Phoenix, AZ
14 hours ago
Financial Growth Advisor | Planning & Client Success
...develop new business and service existing accounts as part of its financial planning and investment services. Candidates should have significant... ...experience and the ability to communicate effectively with clients. The role requires a Series 7, 63 and/or 65/66 licenses...
Global Credit Union
Scottsdale, AZ
1 day ago
Fiduciary Wealth Advisor Hybrid, Client Impact
...Charles Schwab is seeking a Wealth Advisor in Phoenix, Arizona to enhance client relationships through personalized investment strategies. Successful candidates... ...offers a competitive salary along with significant growth opportunities and a supportive culture. Join Schwab...
Work at office
Charles Schwab
Phoenix, AZ
1 day ago
Senior Wealth Advisor Manager - Hybrid, Growth & Impact
...Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Phoenix, Arizona. In this role, you will provide clients with personalized investment advice as a fiduciary within... ...package is offered, promoting both professional growth and personal well-being. #J-18808-Ljbffr...
Charles Schwab
Phoenix, AZ
4 days ago
Lead Financial Advisor - Client Planning & Growth
...A financial advisory firm in Phoenix, Arizona, is seeking a Financial Advisor to assist clients in achieving their financial goals. The role involves managing client relationships, developing financial plans, and adhering to compliance procedures. Candidates with 4+ years...
Grimes & Company
Phoenix, AZ
5 days ago
Senior Wealth Advisor — Portfolios & Growth
$48k - $100k
A leading financial institution is seeking an Experienced Financial Advisor in Phoenix, Arizona, to deliver comprehensive wealth management services. The role... ...financial planning, maintaining client relationships, and driving business growth. The position offers...
Bank of America
Phoenix, AZ
5 days ago
Client Solutions Advisor - Financial Strategy & Growth
...A dynamic consulting firm in Phoenix, Arizona is seeking a Business Solutions Advisor to build strong relationships with clients by providing tailored financial solutions. The ideal candidate will have excellent communication skills and a desire to succeed in a client...
Full time
Nuvant Consulting Group
Phoenix, AZ
5 days ago
Relationship Banker: Client Growth & Financial Solutions
...Chase as a Relationship Banker in Phoenix, Arizona, where you will be essential in creating memorable experiences for clients. Utilize cutting-edge financial technology and personal service to build meaningful client relationships and address their financial needs. The...
Koitecc Solutions
Phoenix, AZ
4 days ago
Client-Focused Financial Advisor - Growth & Planning
...Advisor Talent Solutions in Phoenix, AZ is seeking a Financial Advisor to join their successful team. The role involves working closely with clients to develop long-term relationships, providing financial planning advice, and assisting the main Advisor in achieving team...
Advisor Talent Solutions
Phoenix, AZ
5 days ago
Wealth Advisor: Build Plans, Grow Client Wealth
...PNC is looking for a skilled consultant in Phoenix, Arizona, to enhance client relationships and provide expert investment and insurance strategies. You will engage in client networking and help build a book of business while ensuring compliance with all regulations....
Fairygodboss
Phoenix, AZ
4 days ago
Senior Wealth Advisor for High-Net-Worth Clients
...A financial services company in Phoenix seeks a Financial Advisor to enhance relationships and develop new business opportunities. The role involves managing a portfolio of high-net-worth clients, offering tailored financial solutions, and utilizing CRM software to maintain...
Alerus
Phoenix, AZ
5 days ago
Growth-Focused Financial Advisor (Commission-Only)
...A leading financial services company is seeking a financial representative in Phoenix, Arizona. This role involves building client relationships and offering personalized financial solutions... ...structure. Ideal for those with a growth mindset looking to make impactful contributions...
Northwestern Mutual
Phoenix, AZ
4 days ago
Senior Wealth Advisor: High-Net-Worth Planning & Growth
...Alerus, located in Scottsdale, AZ, seeks a Wealth Advisor to provide financial advice and manage high-net-worth clients. The role emphasizes relationship management and financial solution recommendations to help clients achieve their goals. The ideal candidate will have...
Alerus
Scottsdale, AZ
1 day ago
Hybrid Financial Advisor - Client Guidance & Planning
...Vanguard is seeking Financial Advisors in Scottsdale, AZ. In this role, you will build and maintain strong client relationships, deliver tailored financial advice, and provide portfolio... ...with opportunities for professional growth and comprehensive training programs. Join...
Vanguard
Scottsdale, AZ
5 days ago
Wealth Advisor - Holistic, Client-First Planning
...J.P. Morgan Chase is seeking a Private Client Advisor in Phoenix, AZ. The role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. With a required minimum of 2 years in a Financial Advisor position, candidates must...
Aumni
Phoenix, AZ
4 days ago
Certified Financial Advisor Hybrid Work, Growth & Bonus
...Vanguard is seeking Certified Financial Advisors in Scottsdale, AZ, to build lasting client relationships and offer investment guidance. Ideal candidates possess... ...supportive work environment, promoting professional growth and work-life balance. This hybrid role offers...
Work at office
Remote work
hackajob
Scottsdale, AZ
4 days ago
UHNW Private Wealth Advisor Holistic Strategy & Growth
...Goldman Sachs is seeking a Private Wealth Advisor in Scottsdale, Arizona. This position involves building client relationships, delivering customized wealth management... ...minimum of four years in wealth management or financial services, strong analytical and interpersonal...
Goldman Sachs
Scottsdale, AZ
14 hours ago
Senior Wealth Advisor for High-Net-Worth Clients
...Alerus Financial in Scottsdale, Arizona is looking for a Financial Advisor to manage high-net-worth clients and provide comprehensive financial advice. Responsibilities include relationship management, evaluating client needs, and recommending Alerus products. Candidates...
Alerus
Scottsdale, AZ
5 days ago
Boutique Wealth Advisor: Team-Driven Growth
...ARQ Wealth Advisors, LLC is seeking a Wealth Advisor in Scottsdale, Arizona. This... ...for early-career Certified Financial Planners™ looking to grow in a supportive... ...as the primary contact for clients, providing tailored financial planning solutions and collaborating with...
ARQ Wealth Advisors LLC
Scottsdale, AZ
4 days ago
Senior Wealth Advisor: Holistic Planning & Growth
...Sequoia Financial Group is looking to hire a Wealth Advisor in Phoenix, AZ. This full-time, in-person position involves managing client relationships and providing comprehensive financial planning solutions. Ideal candidates should have at least 5 years of experience...
Full time
Sequoia Financial Group
Phoenix, AZ
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor - Client Growth & Financial Planning. Be the first to apply!