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

Client Relations Advisor & Financial Planning (Hybrid)

BRIDGEPORT FINANCIAL

BridgePort Financial is seeking a detail-oriented Relationship Advisor to support existing client relationships and partner closely with senior advisors. This role balances client interaction, planning support, operational oversight, and analytical work to help deliver high-quality financial planning and investment solutions. We offer a hybrid schedule with three days in the office, and candidates should be located near one of our hubs in Phoenix, AZ. #J-18808-Ljbffr BRIDGEPORT FINANCIAL

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Relations Advisor & Financial Planning (Hybrid) in Phoenix, AZ vacancy
  • BridgePort Financial is seeking a highly organized Client Services Advisor to support advisors and deliver an exceptional client experience in a hybrid role. This position coordinates client service activities, meetings, planning support, and operational processes while... 
    Suggested

    BRIDGEPORT FINANCIAL

    Phoenix, AZ
    2 days ago
  • $85k - $97.6k

     ...Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid) At Edelman Financial Engines (EFE), our...  ...feel confident about the plans they are making,...  ...an Outbound Investment Advisor on the Advisor Center...  ...responsibilities, job-related skills, relevant experience... 
    Suggested
    Work experience placement
    Work at office

    Edelman Financial Engines

    Phoenix, AZ
    3 days ago
  • BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management....  ...the advisor team, with a hybrid schedule requiring three... 
    Suggested
    Work at office

    BridgePort Financial Solutions

    Phoenix, AZ
    5 days ago
  •  ...Phoenix, AZ, is seeking an Associate Private Wealth Advisor to provide client-facing financial and investment advice. This hybrid role aims to develop the candidate into a...  ...responsibilities will include assisting with plan construction, serving as a dedicated financial... 
    Suggested

    The Bahnsen Group

    Phoenix, AZ
    1 day ago
  •  ...Phoenix, AZ Type: Full time Our client is looking for individuals...  ...training program followed by a hybrid work schedule Adapt to...  ...degree in Finance, Economics, or related field (preferred) Strong communication...  ...and employee stock purchase plan Paid time off for vacation,... 
    Suggested
    Full time
    Flexible hours
    Shift work
    Night shift

    SoTalent

    Phoenix, AZ
    2 days ago
  • A leading financial services firm in Phoenix, AZ is seeking a Financial Services Representative to engage with clients and educate them on investment strategies. This role involves participation in a training program, leading to licensing and performance bonuses. Candidates... 
    Flexible hours

    Austin Community College

    Phoenix, AZ
    1 day ago
  • $52.8k

     ...firm’s commitment to helping clients own their financial futures. In this exciting...  ...program (SSA), followed by a hybrid work schedule. Ability to...  ...in Finance, Economics, or related field from accredited university...  ...Employee stock purchase plan Paid time for vacation,... 
    Full time
    Shift work
    Night shift

    Charles Schwab

    Phoenix, AZ
    2 days ago
  • Our client, an AmLaw 100 national law firm, seeks an Associate Attorney to join its Commercial Finance practice in Philadelphia, Phoenix, or Minneapolis. This hybrid role offers exposure to sophisticated lending and transactional matters representing banks, direct lenders... 

    Tom Trese

    Phoenix, AZ
    5 days ago
  •  ..., AZ. The position involves a full-time training program with a hybrid work schedule and an opportunity to engage in the securities industry...  ...will have a degree in finance or economics and a passion for client service. This role offers competitive pay along with a range of... 
    Full time

    SoTalent

    Phoenix, AZ
    2 days ago
  •  ...this pivotal role, the Financial Advisor will be responsible...  ...strategies for their diverse client base. This results-...  ...approach to financial planning. Role Description...  ...its employees: remote, hybrid and in-office. The...  ...and financial analysis related to those solutions... 
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Moors and Cabot, Inc.

    Phoenix, AZ
    1 day ago
  • Hybrid Our client is growing and looking for a Financial Planning & Analyst Senior to help them. The environment is one that fully supports both employees and customers...  ...What you will have: • B.S. in Finance or related • 2+ years of related experience •... 
    Full time
    Immediate start

    The Resource Link, Inc

    Phoenix, AZ
    9 days ago
  • $64.2k - $116.4k

     ...changing world, our clients’ needs are...  ...timely and insightful financial and operational information...  ...decisions, annual planning, financial...  ...Engagement Business Advisor (EBA) – Senior...  ...engagement contracts and related legal...  ...and leader-enabled hybrid model. Our expectation... 
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Phoenix, AZ
    2 days ago
  •  .... Summary Senior/Consultant Financial Analyst | Incentive Programs...  ...annual and long-term incentive plans for managers, directors, and...  ...leadership, Board, and proxy-related needs. Lead process improvements...  ...and applicable laws. Hybrid: Employees in hybrid roles work... 
    Permanent employment
    Temporary work
    Local area
    Work from home
    Home office

    Arizona Public Service - APS

    Phoenix, AZ
    5 days ago
  •  ...Overview This is a hybrid role with the expectation that time...  ...primarily to mass affluent clients across the Bank's footprint;...  ...provides consultation to develop financial plans and align product solutions...  ...opening deposit accounts, related banking services and lending... 
    Work at office
    Immediate start

    First Citizens Bank

    Phoenix, AZ
    2 days ago
  •  ...Summary BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship...  ...Help clients with questions related to investments, retirement...  ...Environments This role offers a hybrid schedule, requiring three... 
    Temporary work
    Work at office
    Flexible hours

    BRIDGEPORT FINANCIAL

    Phoenix, AZ
    2 days ago
  • $21.74 - $29.41 per hour

     ...service and a working knowledge of financial aid, student accounts and...  ...is located near Milwaukee, a hybrid schedule will be determined. Requirements...  ...off, and a retirement savings plan. The hourly pay range for this...  ...in resolving all matters related to their financial aid funding... 
    Hourly pay
    Work at office
    Monday to Friday
    Shift work
    Afternoon shift

    Herzing University

    Phoenix, AZ
    3 days ago
  •  ...role includes evaluating wholesale markets, planning system operations, and developing...  ...Candidates should possess a BS/BA Degree in a related field, extensive analytical skills, and the...  ...to lead teams. This position allows hybrid work, with about 40% of time expected in-... 

    APS (Arizona Public Service)

    Phoenix, AZ
    4 days ago
  • $107.9k - $172.64k

     ...is seeking a Principal Financial Advisor to serve as a...  ...multi-year financial plans aligned to the company...  ...Partners with internal clients to better understand what...  ...years of experience in related field. In lieu of degree...  ...Where You'll Work Our Hybrid Flex approach is builton... 
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    Blue Cross and Blue Shield of North Carolina

    Phoenix, AZ
    1 day ago
  • Herzing University is seeking a Financial Aid Advisor to manage Title IV funding processes and help students understand and secure funding options. The role focuses on revising aid packages, resolving disbursement issues, and guiding students through FAFSA completion and... 

    Herzing University

    Phoenix, AZ
    3 days ago
  • BridgePort Financial Solutions, a wealth advisory firm in the Phoenix area, seeks a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning... 

    BridgePort Financial Solutions

    Phoenix, AZ
    5 days ago
  • $175k - $280k

     ...including book of business for more experienced roles, and other job-related factors. The range for associates is $175,000 to $280,000 per...  ...01k life disability Quarles is an equal opportunity employer. #LI-CN1 #LI-Onsite #LI-Hybrid #J-18808-Ljbffr McPhail Sanchez, LLC
    Work at office

    McPhail Sanchez, LLC

    Phoenix, AZ
    4 days ago
  • $22 - $25 per hour

    BARROW BRAIN AND SPINE Job Description: Patient Financial Counselor Job Title: Patient Financial Counselor Department: Business Office Reports To: Revenue Cycle Director FLSA Status: Non‑exempt Job Summary Position interacts with patients for the purpose of collecting... 
    Hourly pay
    Private practice
    Work at office
    Afternoon shift

    Barrowbrainandspine

    Phoenix, AZ
    4 days ago
  •  ...data analysis, modeling, and evaluations related to resource management. This role involves...  ...complex analyses, developing resource plans based on market trends, and leading teams...  ...communication skills. This position offers a hybrid work model with opportunities for... 

    Arizona Public Service Company

    Phoenix, AZ
    2 days ago
  • Orion Placement, a nationally scaled law firm serving banks, finance companies, private equity, and major institutions, seeks a commercial finance attorney with 3+ years of experience to represent institutional lenders and borrowers in complex transactions. You will draft...

    Orion Placement

    Phoenix, AZ
    1 day ago
  • $210k - $305k

     ...and sophisticated institutional clients Work on complex, high-value...  ...UCC Article 9 and bankruptcy‑related aspects of commercial finance...  ...; or Minneapolis, Minnesota — Hybrid schedule with three days per week...  ...Paid time off Retirement plan Vision insurance #J-18808-Ljbffr... 
    Work at office
    3 days per week

    Orionplacement

    Phoenix, AZ
    4 days ago
  •  ...national firm offers exposure to sophisticated lending transactions for banks, lenders, investors, and developers, with meaningful client contact and business development opportunities in a collaborative environment. Qualified candidates have a JD from a top-tier law school... 

    Keystone Distinction Group

    Phoenix, AZ
    5 days ago
  • $175k - $280k

    Quarles & Brady LLP seeks a junior to mid-level Corporate Associate to join the Commercial Finance Group in Phoenix. The candidate should have 3+ years of experience handling sophisticated commercial loan transactions, with excellent drafting and analytical skills. Collaboration...

    McPhail Sanchez, LLC

    Phoenix, AZ
    4 days ago
  • Fidelity Investments is hiring a Financial Services Representative in Phoenix. You will help...  ...sponsorship, and participate in a hybrid training program that includes 4 days remote...  ...building foundational skills in financial planning, delivering outstanding customer service... 
    Remote job

    Fidelity Investments

    Phoenix, AZ
    2 days ago
  • 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
    4 days ago
  •  ...helping people? Join our team as a Financial Services Representative where...  ...for a career in financial planning and advice. Supercharge your...  ...to thrive face to face with clients in a fast‑paced environment...  ...securities, investment and retirement‑related financial activities and the... 
    Full time
    1 day per week

    Fidelity Investments

    Phoenix, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relations Advisor & Financial Planning (Hybrid). Be the first to apply!