Top 626 Associate Advisor Jobs in Phoenix, AZ

Registered Client Associate
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
11d
Service Specialist II
Edward Jones —Tempe, AZ
- $43,200 - $66,800 a year
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Associate Wealth Advisor
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
11d
Client Advisor
CH Carolina Herrera —Scottsdale, AZ
- $16 - $21 an hour
- Full-time
- Spanish
- Customer service
- Merchandising
- Commuter assistance
- Health insurance
Quick Apply
Banking Service Associate Professional
LPL Financial —Tempe, AZ
- $21.10 - $35.16 an hour
- Full-time
- PMP
- Mid-level
- Finance
- Health insurance
- Paid time off
Quick Apply
4d
Advisor Support Associate
Charles Schwab —Phoenix, AZ
- $25.00 - $27.40 an hour
- Hybrid work
- Bachelor's degree
- Experience equivalent to degree accepted
- Financial services
- Paid parental leave
- Employee stock purchase plan
2d
Client Service Associate
Mariner Wealth Advisors —Scottsdale, AZ
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Student Services Analyst (2 openings) | Short-Term
Phoenix College —Phoenix, AZ
- $53,050.25 - $68,964.82 a year
- Weekends as needed
- Research
- Office
- University
- Wellness program
- 403(b) matching
4d
Admissions Advisor (Remote)
BRYAN UNIVERSITY —Tempe, AZ
- $24.03 an hour
- Overtime
- Remote
- Sales
- Bachelor's degree
- Continuous improvement
- Wellness program
- Health savings account
Quick Apply
Retail Associate - Kierland Commons
Aritzia —Scottsdale, AZ
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Retail Associate - Scottsdale Fashion Square
Aritzia —Scottsdale, AZ
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Learning Experience Designer II
Edward Jones —Tempe, AZ
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Psychology
- Profit sharing
- Health savings account
Student Services Analyst
Estrella Mountain Community College —Avondale, AZ
- $52,525 - $68,282 a year
- Weekends as needed
- School experience
- High school
- Master's degree
- Wellness program
- 403(b) matching
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $65,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Claim Associate - Auto - Hybrid
State Farm —Tempe, AZ
- $45,841.75 - $57,218.75 a year
- Overtime
- Hybrid work
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Client Service Associate
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $55,000 - $65,000 a year
- Microsoft Excel
- Office
- Finance
5d
Administrative Specialist
Cambridge Investment Research —Phoenix, AZ
- $25 an hour
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Disability insurance
9d
Platform Associate
Modern Wealth Management —Mesa, AZ
- $55,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Finance
Quick Apply
12d
Client Service Associate
Heffernan Financial —Phoenix, AZ
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply
EHS Specialist
Amazon.com Services LLC —Goodyear, AZ
- $27 - $33 an hour
- Weekends as needed
- Microsoft Word
- CPR Certification
- Microsoft Excel
- AD&D insurance
- Health insurance

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Registered Client Associate

Raymond James Financial, Inc. -
Scottsdale, AZ

Apply Now

Job Details

Full-time
11 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Research

Full Job Description

Job Description Summary

Our team is driven by a personal approach to wealth management for each client. As our team grows, we are seeking a Registered Client Associate who shares our long-term vision and values.

The ideal candidate is strong in administration, detail-oriented, and is proficient in following standard operating procedures. Experience in financial plan data entry and prep is a plus!

You deserve to work with the best, and you can expect it at Key Wealth. Read on and apply below.

Job Description

Essential Duties and Responsibilities

Daily interactions with clients, including basic inquiries, account information, and scheduling of meetings, on the phone, in-person, virtually and through mailings.

Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Open new client accounts, process money movement, and research information as needed

Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Collects and enters data into financial plans

Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.

Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

Company’s working structure, policies, mission, and strategies.

General office practices, procedures, and methods.
Financial planning software

Skill in

Client Relationship Management (CRM) software, or similar contact management software.

Microsoft Office 365 applications

Effective communication across multiple client platforms (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Analyze and research account information.

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Identify time sensitive items and assess competing priorities.

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.

Provide a high level of customer service in a calm, professional manner.

Use mathematics sufficient to process account and transaction information.

Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.

Work both independently and as part of a cohesive team.

Provide a high level of customer service.

Licenses/ Certifications: SIE, Series 7, 63, or equivalent

Experience: 3+ years of industry experience

Workstyle: Onsite

Travel: None required

Benefits: Medical, Retirement + Match, Life Insurance, PTO + Market Holidays

Key Wealth Management and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-LS1

Apply Now

Refine Your Search

Associate Advisor jobs in Phoenix, AZ

Registered Client Associate

Service Specialist II

Associate Wealth Advisor

Client Advisor

Banking Service Associate Professional

Advisor Support Associate

Client Service Associate

Student Services Analyst (2 openings) | Short-Term

Admissions Advisor (Remote)

Retail Associate - Kierland Commons

Retail Associate - Scottsdale Fashion Square

Learning Experience Designer II

Student Services Analyst

Associate Wealth Advisor

Claim Associate - Auto - Hybrid

Client Service Associate

Administrative Specialist

Platform Associate

Client Service Associate

EHS Specialist

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