Top 98 Wealth management advisor Jobs in Chandler Az

Investment Consultant - Gilbert, AZ
Fidelity Investments —Chandler, AZ
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Wealth Advisor
Alerus Financial —Scottsdale, AZ
- $60,000 a year
- CPA
- 5 years
- Office
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Phoenix, AZ
- $100,000 - $300,000 a year
- Full-time
- Remote
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor/Wealth Manager - Phoenix
Florida Financial Advisors —Phoenix, AZ
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
Edward Jones —Scottsdale, AZ
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
1d
Financial Planning Director - CFP
The MOHR Enterprises LLC —Phoenix, AZ
- From $130,000 a year
- Hybrid work
- Microsoft Excel
- Office
- 8 years
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Scottsdale, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Management Trainee (AZ)
Bankers Life —Scottsdale, AZ
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Entry Level - Financial Advisor
Equitable Advisors —Scottsdale, AZ
- $31,700 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Consultant (Financial Solutions Branch) - Phoenix, AZ
Charles Schwab —Phoenix, AZ
- $70,000 - $90,000 a year
- 5 years
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Wealth Management Trainee (AZ)
Bankers Life —Mesa, AZ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Investment and Financial Planning Associate
Northwestern Mutual —Phoenix, AZ
- $60,000 - $65,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Director of Financial Planning
The MOHR Enterprises LLC —Tempe, AZ
- $140,000 - $170,000 a year
- Hybrid work
- 7 years
- Microsoft Excel
- Office
Quick Apply
Registered Client Service Associate - Gilbert, AZ
Morgan Stanley —Gilbert, AZ
- Office
- High school diploma or GED
- Communication skills
- Employee stock purchase plan
- Health insurance
Wealth Management Academy Professional - Phoenix, AZ - July/October Cohorts
Charles Schwab —Phoenix, AZ
- $22.02 - $42.07 an hour
- Hybrid work
- Bachelor's degree
- Travel
- Entry level
- Paid parental leave
- Employee stock purchase plan
1d
Advising Specialist II
Edward Jones —Tempe, AZ
- $120,000 - $204,300 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
- Profit sharing
- Health savings account
4d
Senior Wealth Strategy Consultant
Curvion Blue —Phoenix, AZ
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Registered Associate II
Northern Trust Corp. —Tempe, AZ
- Full-time
- Mid-level
- Office
- 3 years
Personal Trust New Account Onboarding Specialist
U.S. Bank National Association —Tempe, AZ
- $75,820 - $89,200 a year
- Full-time
- Customer service
- Mid-level
- Office
- Paid holidays
- Disability insurance
12d

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wealth management advisor jobs near chandler az

Investment Consultant - Gilbert, AZ

Fidelity Investments -
Chandler, AZ

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Job Details

Full-time

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

THIS POSITION WILL BE WORKING OUT OF OUR NEW GILBERT, AZ OFFICE, SET TO OPEN 9/28/26.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

wealth management advisor jobs in chandler az

Investment Consultant - Gilbert, AZ

Wealth Advisor

Financial Advisor

Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside

Financial Advisor/Wealth Manager - Phoenix

Associate Financial Advisor

Financial Planning Director - CFP

Financial Advisor - PNC Wealth Management

Wealth Management Trainee (AZ)

Entry Level - Financial Advisor

Financial Consultant (Financial Solutions Branch) - Phoenix, AZ

Wealth Management Trainee (AZ)

Investment and Financial Planning Associate

Director of Financial Planning

Registered Client Service Associate - Gilbert, AZ

Wealth Management Academy Professional - Phoenix, AZ - July/October Cohorts

Advising Specialist II

Senior Wealth Strategy Consultant

Registered Associate II

Personal Trust New Account Onboarding Specialist

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Job Description:

THIS POSITION WILL BE WORKING OUT OF OUR NEW GILBERT, AZ OFFICE, SET TO OPEN 9/28/26.

The Role

The Expertise and Skills You Bring

The Team

Certifications:

Category:

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