Top 241 Financial planner Jobs in Gilbert, Az

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
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Tailored Licensed Support Financial Advisor
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Health savings account
Entry Level - Wealth Management Associate
Equitable Advisors —Scottsdale, AZ
- $30,000 - $125,000 a year
- Full-time
- Background check
- Sales
- In-person
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor
Edward Jones —Mesa, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Consultant
WealthBridge Financial Group —Chandler, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Associates Needed : Remote
gfimpact —Phoenix, AZ
- $67,000 - $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Management
Quick Apply
6d
Financial Wellness Consultant
Marsh McLennan Agency —Phoenix, AZ
- $63,200 - $117,900 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
Financial Advisor
Global Credit Union —Mesa, AZ
- $60,000 - $80,000 a year
- 8 hour shift
- Mid-level
- 3 years
- Business development
- Health savings account
- Paid holidays
Financial Advisor - Arizona (Career Changer / New to Industry)
WealthBridge Financial Group —Scottsdale, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Entry Level Financial Services Consultant (Remote)
CS Associates —Tempe, AZ
- $25,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Professional development assistance
- Opportunities for advancement
Quick Apply
Client Relations Financial Representative, Service
Edward Jones —Tempe, AZ
- $63,200 - $104,200 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
2d
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
Financial Services Representative - Scottdale, AZ
Fidelity Investments —Scottsdale, AZ
- Full-time
- Office
- Entry level
- Paid training
10d
Associate Family Office Fiduciary Advisor
Trajan Wealth —Scottsdale, AZ
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Relocation assistance
Quick Apply
Wealth Management Trainee (AZ)
Bankers Life —Mesa, AZ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
PWM Portfolio Investment Analyst
U.S. Bank National Association —Scottsdale, AZ
- $75,820 - $89,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Wealth Strategist I - PNC Wealth Management
PNC Financial Services Group —Phoenix, AZ
- $63,750 - $127,500 a year
- Full-time
- Customer service
- Research
- Mid-level
- Wellness program
- Health savings account
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Gilbert, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth and Investment Associate
CAPTRUST —Phoenix, AZ
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- Disability insurance

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financial planner jobs near gilbert, az

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Phoenix, AZ

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Job Details

$140,000 - $190,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Financial goal setting advisory services
Experience practicing in the securities industry
Scenario analysis

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What You Have

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

What you have

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial planner jobs in gilbert, az

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Advisor

Tailored Licensed Support Financial Advisor

Entry Level - Wealth Management Associate

Financial Advisor

Financial Consultant

Associates Needed : Remote

Financial Wellness Consultant

Financial Advisor

Financial Advisor - Arizona (Career Changer / New to Industry)

Entry Level Financial Services Consultant (Remote)

Client Relations Financial Representative, Service

Advising Specialist II

Financial Services Representative - Scottdale, AZ

Associate Family Office Fiduciary Advisor

Wealth Management Trainee (AZ)

PWM Portfolio Investment Analyst

Wealth Strategist I - PNC Wealth Management

Financial Advisor - PNC Wealth Management

Wealth and Investment Associate

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