Top 32 Senior financial advisor Jobs in Glendale Az

Senior Financial Advisor
Gallagher Benefit Services —Phoenix, AZ
- Full-time
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Health savings account
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
Sr. Financial Advisor - Edward Jones Connection
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Extended hours
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
HQ Senior Transitional Financial Advisor
Edward Jones —Tempe, AZ
- $72,700 - $119,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Health savings account
Senior Financial Planner - Phoenix, AZ
EP Wealth Advisors, LLC —Phoenix, AZ
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Research
- 3 years
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
PWM Senior Private Wealth Advisor
U.S. Bank National Association —Scottsdale, AZ
- $143,905 - $186,230 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
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 Wealth Advisor (On-Site)
redw —Phoenix, AZ
- $121,265 - $170,000 a year
- Email
- CPA
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Senior Financial Associate
Royal Bank of Canada —Phoenix, AZ
- Full-time
- 5 years
- Office
- Analysis skills
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
7d
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
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Senior Advisor
SJS Investment Services —Scottsdale, AZ
- 7 years
- Microsoft Excel
- Microsoft Outlook
Sr. Financial Planning Strategist
Osaic —Scottsdale, AZ
- $135,000 - $160,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health insurance
- Dental insurance
Senior Wealth Strategist
Edward Jones —Tempe, AZ
- $120,000 - $204,300 a year
- Full-time
- Hybrid work
- CPA
- Data analysis skills
- Office
- Profit sharing
- Health savings account
Trust Officer Senior
Kestra Financial —Scottsdale, AZ
- Full-time
- 7 years
- Office
- Business development
- Health insurance
- 401(k)
Quick Apply
Wealth Strategist Sr
PNC Financial Services Group —Phoenix, AZ
- $80,000 - $240,350 a year
- Full-time
- Customer service
- Research
- Office
- Wellness program
- Health savings account
Phoenix Internal Audit & Financial Advisory Senior Consultant
Protiviti —Phoenix, AZ
- $84,000 - $138,600 a year
- Email
- Background check
- Microsoft Excel
- Microsoft Access
- Paid parental leave
- Health savings account
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
Senior Field Supervision Director
Edward Jones —Tempe, AZ
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Profit sharing
- Health savings account

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senior financial advisor jobs near glendale az

Senior Financial Advisor

Gallagher Benefit Services -
Phoenix, AZ

Apply Now

Job Details

Full-time

Benefits

Paid parental leave
Health savings account
Dental insurance
401(k)
Flexible spending account
Matching gift program
Parental leave
Vision insurance
Flexible schedule

Qualifications

Series 7
Experience practicing in the securities industry

Full Job Description

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

How you'll make an impact

The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants. The ideal candidate is motivated by focusing their time and expertise by prospecting external and internal partners by deepening relationships and providing solutions and services to employees of clients. To date, Gallagher has approximately 2,000 retirement plans as agent of record translating into approximately 950,000 individuals or would-be prospects that can/will be your source of business along with your own ability to bring in new business, when possible. The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. Our goal is to have you prepared and starting to open client relationships within 90 days of starting the program. We will provide operational and compliance support, and a state-of-the-art technology suite for you to maximize the client experience.

Responsibilities

Cultivate and manage client relationships, and provide advisory services and solutions to meet the individual clients’ needs and investment objectives.
Prospecting for new business opportunities.
Maintain regular contact with clients to ensure needs are being met, and they are being provided an exceptional client experience.
Participate in ongoing training with the organizations’ field experts to gain industry knowledge and expertise.
Hold review meetings with existing clients at least annually to ensure current portfolio is in line with their investment profile and objectives as it relates to time horizon, goals, and risk tolerance.
Prepare custodial (Fidelity and Charles Schwab) paperwork for new accounts and ongoing account servicing with training and assistance from Gallagher's operations team.
Keep and maintain a compliance mentality and behavior.
Present Financial Wellness Seminars to firm participants as part of their benefits package. Training and support will be provided by experienced industry leaders to prepare you to present various subject matters.
Build and maintain rapport with internal partners to maximize support of your clients and career growth.

About You

Bachelor's degree and 5-10 years related experience
Appropriate licenture Series 7, 65, and 66
Willing to work on a hybrid model in a Gallagher office within the US

Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave

Other benefits include:

Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Apply Now

Refine Your Search

senior financial advisor jobs in glendale az

Senior Financial Advisor

Senior Associate, Capital Markets - AZ

Sr. Financial Advisor - Edward Jones Connection

HQ Senior Transitional Financial Advisor

Senior Financial Planner - Phoenix, AZ

PWM Senior Private Wealth Advisor

Senior Fixed Income Specialist

Senior Wealth Advisor (On-Site)

Senior Financial Associate

Client PM Portfolio Mgr, Sr

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Senior Wealth Advisor

Senior Advisor

Sr. Financial Planning Strategist

Senior Wealth Strategist

Trust Officer Senior

Wealth Strategist Sr

Phoenix Internal Audit & Financial Advisory Senior Consultant

Senior Wealth Strategy Consultant

Senior Field Supervision Director

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