Top 228 Financial consultant Jobs in Mesa 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
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
9d
Director of Annuity Solutions - 125-150K Base Plus Bonus
Trajan Wealth —Scottsdale, AZ
- $125,000 - $150,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development experience
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
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
9d
Financial Advisor
Edward Jones —Mesa, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Mesa, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Banking Service Associate Professional
LPL Financial —Tempe, AZ
- $21.10 - $35.16 an hour
- Full-time
- PMP
- Mid-level
- Finance
- Health insurance
- Paid time off
Quick Apply
3d
Financial Services Consultant
Jaguar Land Rover Chandler —Chandler, AZ
- Full-time
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
4d
Financial Consultant
WealthBridge Financial Group —Mesa, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant - Chandler, AZ
Fidelity Investments —Chandler, AZ
- Full-time
- Mid-level
- Office
- Mentoring
- Tuition reimbursement
- Retirement plan
3d
Financial & Actuarial Consultant (Remote)
Gallagher Benefit Services —Scottsdale, AZ
- $73,000 - $142,500 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Finance
- Paid parental leave
- Health savings account
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
Relationship Banker - East Valley Market - Mesa, AZ
JPMorganChase —Mesa, AZ
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
1d
Career-Transition Partnership - For Financial Advisors Approaching Retirement
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
Financial Advisor
Global Credit Union —Mesa, AZ
- $60,000 - $80,000 a year
- 8 hour shift
- Mid-level
- 3 years
- Business development experience
- Health savings account
- Paid holidays
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
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/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
Financial Advisor - Edward Jones Connections
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Extended hours
- Hybrid work
- 5 years
- Mid-level
- Office
- Profit sharing
- Health savings account
9d

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financial consultant jobs near mesa 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
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

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

Full Job Description

Phoenix, AZ

Requisition ID 2026-123282 Category Financial Planning Position type Regular Pay range USD $140,000.00 - $190,000.00 / Year Application deadline 2026-07-31

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

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

financial consultant jobs in mesa az

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Tailored Licensed Support Financial Advisor

Director of Annuity Solutions - 125-150K Base Plus Bonus

Financial Advisor

Sr. Financial Advisor - Edward Jones Connection

Financial Advisor

Financial Advisor

Banking Service Associate Professional

Financial Services Consultant

Financial Consultant

Financial Consultant - Chandler, AZ

Financial & Actuarial Consultant (Remote)

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

Relationship Banker - East Valley Market - Mesa, AZ

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Financial Advisor

Senior Associate, Capital Markets - AZ

Associate Director of Supervision

Financial Advisor/Wealth Manager - Phoenix

Financial Advisor - Edward Jones Connections

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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