Top 263 Financial advisor Jobs in Mesa Az

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
Financial Advisor - Scottsdale and Surrounding Areas
Thrivent —Scottsdale, AZ
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Wealth Advisor
Alerus Financial —Scottsdale, AZ
- $60,000 a year
- CPA
- 5 years
- Office
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor
WestPac —Gilbert, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Redpoint Wealth Management —Tempe, AZ
- $60,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- 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
Registered Advisor Service Associate
Key Consulting —Scottsdale, AZ
- $80,009 - $90,000 a year
- Full-time
- Office
- 8 years
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
Associate Director of Supervision
Northwestern Mutual —Phoenix, AZ
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Scottsdale, AZ
North Star Resource group —Scottsdale, AZ
- $40,000 - $120,000 a year
- Full-time
- Sales
- Office
- US work authorization
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Glendale, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Closely Held Business Advisor III - PNC Private Bank
PNC Financial Services Group —Phoenix, AZ
- $91,000 - $202,800 a year
- Full-time
- CPA
- Sales
- 5 years
- Wellness program
- Health savings account
13d
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
Sr. Specialist, Service Associate - Schwab Wealth Advisory
Charles Schwab —Scottsdale, AZ
- $27.40 - $39.28 an hour
- Hybrid work
- Mid-level
- Office
- Financial services
- Paid parental leave
- Employee stock purchase plan
Investment and Financial Planning Associate
Northwestern Mutual —Phoenix, AZ
- From $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Phoenix, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Representative
Modern Woodmen of America —Phoenix, AZ
- $60,000 - $80,000 a year
- Full-time
- Background check
- US work authorization
- Financial services
- Paid training
- Health insurance
Quick Apply
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Scottsdale, AZ
- Full-time
- Office
- 3 years
- Bachelor's degree
- 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
Financial Representative - Associate
Mutual of Omaha Advisors —Phoenix, AZ
- Up to $98,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
18h
Financial Advisor
Thrivent —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Paid training
- Health savings account
Quick Apply

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financial advisor jobs near mesa az

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

financial advisor jobs in mesa az

Senior Associate, Capital Markets - AZ

Financial Advisor - Scottsdale and Surrounding Areas

Wealth Advisor

Financial Advisor

Financial Advisor

Financial Advisor/Wealth Manager - Phoenix

Registered Advisor Service Associate

Associate Director of Supervision

Financial Advisor - Scottsdale, AZ

Wealth Advisor - PNC Wealth Management

Closely Held Business Advisor III - PNC Private Bank

Senior Fixed Income Specialist

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Investment and Financial Planning Associate

Wealth Advisor - PNC Wealth Management

Financial Representative

Premier Client Banker - PNC Wealth Management

Wealth Management Trainee (AZ)

Financial Representative - Associate

Financial Advisor

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