Top 41 Senior financial advisor Jobs in Arizona

Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Senior Trust Officer - Estate & Death Settlement
The MOHR Enterprises LLC —Phoenix, AZ
- $130,000 - $155,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- 8 years
- Health insurance
- Dental insurance
Quick Apply
9d
Senior Fixed Income Specialist
Charles Schwab —Phoenix, AZ
- $28.85 - $44.71 an hour
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab —Scottsdale, AZ
- $185,000 - $245,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
6d
Senior Trust Officer - Estate & Death Settlement
The MOHR Enterprises LLC —Scottsdale, AZ
- $130,000 - $155,000 a year
- Hybrid work
- CPA
- Office
- 8 years
Quick Apply
11d
Sr. Financial Advisor - Edward Jones Connection
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Extended hours
- Remote
- 5 years
- Bachelor's degree
- Fair chance
- Profit sharing
- Health savings account
Estate & Death - Sr. Trust Officer
The MOHR Enterprises LLC —Phoenix, AZ
- $130,000 - $155,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- 8 years
- Health insurance
- Dental insurance
Quick Apply
9d
Senior Trust Officer
The MOHR Enterprises LLC —Phoenix, AZ
- $130,000 - $145,000 a year
- CPA
- Conflict management
- Senior level
Quick Apply
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Tucson, AZ
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Sr. Government Healthcare Financial Consultant
Mercer —Phoenix, AZ
- $88,000 - $176,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Microsoft Office
- Health insurance
- 401(k)
6d
Senior Financial Associate
Royal Bank of Canada —Phoenix, AZ
- Full-time
- 5 years
- Office
- Analysis skills
Senior Advisor
SJS Investment Services —Scottsdale, AZ
- 7 years
- Microsoft Excel
- Microsoft Outlook
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Senior Trust Advisor
Edward Jones —Tempe, AZ
- $101,700 - $173,200 a year
- Full-time
- Hybrid work
- 7 years
- Office
- Business development
- Profit sharing
- Health savings account
Senior Planner
Edward Jones —Scottsdale, AZ
- $144,000 - $245,100 a year
- Full-time
- Hybrid work
- CPA
- Office
- Finance
- Profit sharing
- Health savings account
Senior/Consultant Financial Analyst | Incentive Programs & Executive Compensation
APS —Phoenix, AZ
- CPA
- 5 years
- Research
13d
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Sr. Financial Planning Strategist
Osaic —Scottsdale, AZ
- $140,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health insurance
- Dental insurance
9h
Senior Trust Officer
Edward Jones —Tempe, AZ
- $101,700 - $173,200 a year
- Full-time
- Hybrid work
- 7 years
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
11d
Client PM Portfolio Mgr, Sr
Old National Bank —Scottsdale, AZ
- $98,400 - $199,000 a year
- Full-time
- CPA
- Research
- Office
- Health insurance
- Dental insurance

I want to receive the latest job alert for senior financial advisor in arizona

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior financial advisor jobs near arizona

Senior Associate, Capital Markets - AZ

Phoenix Energy One, LLC
Phoenix, AZ

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess the following licenses: SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) SIE? (Preferred)

Ability to Commute:

Phoenix, AZ 85003 (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior financial advisor jobs in arizona

Senior Associate, Capital Markets - AZ

Senior Trust Officer - Estate & Death Settlement

Senior Fixed Income Specialist

Senior Regional Manager, Schwab Wealth Advisory

Senior Trust Officer - Estate & Death Settlement

Sr. Financial Advisor - Edward Jones Connection

Estate & Death - Sr. Trust Officer

Senior Trust Officer

Senior Financial Advisor – Experienced Professionals

Sr. Government Healthcare Financial Consultant

Senior Financial Associate

Senior Advisor

Senior Wealth Advisor

Senior Trust Advisor

Senior Planner

Senior/Consultant Financial Analyst | Incentive Programs & Executive Compensation

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Sr. Financial Planning Strategist

Senior Trust Officer

Client PM Portfolio Mgr, Sr

I want to receive the latest job alert for senior financial advisor in arizona

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected