Top 129 Wealth management advisor Jobs in Mesa Az

Wealth Advisor
Alerus Financial —Scottsdale, AZ
- $60,000 a year
- CPA
- 5 years
- Office
- Paid holidays
- Disability 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 —Chandler, AZ
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
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
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Phoenix, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Scottsdale, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- 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
Sr. Specialist, Service Concierge - 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
2d
Financial Advisor
First Command —Tempe, AZ
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
6d
Wealth Management Trainee (AZ)
Bankers Life —Mesa, AZ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Planning Analyst (Paraplaner)
Foundations Investment Advisors —Phoenix, AZ
- $50,000 - $55,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
3d
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
Family Office Fiduciary Advisor
Trajan Wealth —Scottsdale, AZ
- $120,000 - $185,000 a year
- Full-time
- CPA
- Office
- 3 years
- Disability insurance
- Relocation assistance
Wealth and Investment Associate
CAPTRUST —Phoenix, AZ
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- Disability insurance
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
Associate Financial Representative
LPL Financial —Tempe, AZ
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
5d
New Grad 2027 - Advisor Licensing Program
LPL Financial —Tempe, AZ
- $22.28 - $37.14 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Paid time off
Quick Apply
13d
Vice President, Financial Advisor
Wealth Enhancement Group —Scottsdale, AZ
- $200,000 - $250,000 a year
- Full-time
- Finance
- Bachelor's degree
- Travel
- Profit sharing
- Paid parental leave

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Wealth Advisor

Alerus Financial -
Scottsdale, AZ

Quick Apply

Job Details

$60,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Employee stock ownership plan
Opportunities for advancement
Bereavement leave

Qualifications

Math
Financial needs assessment

Full Job Description

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

ABOUT THE ROLE:

The Wealth Advisors are enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.

WHAT YOU’LL BE DOING:

Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions.
Serve as the primary point of contact for clients, assisting them in selecting financial solutions.
Perform regular proactive relationship reviews and evaluate clients' financial needs.
Update CRM software to capture client activity and schedule follow-up actions.
Proactively solicit new business opportunities with existing clients and prospective clients.
Represent Alerus in the marketplace by building a network of influencers and participating in community organizations.
Maintain advanced knowledge of financial planning concepts, including loans, investments, and protection planning.
Develop understanding of estate planning, charitable giving, trusts, and tax management.
Pursue continuing education and self-development to enhance skills.
Build solid working relationships with team members and support their professional development.

WHAT YOU SHOULD HAVE:

Bachelor's degree in business, finance or related field or equivalent work experience required.
5 years of financial services experience, working with high net worth clients.
Maintain an active financial services license i.e. Insurance, Investment, and/or Brokerage.
Plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA.
Ability to attract and retain high net worth clients.
Expertise in assessing a client’s financial needs and making proactive recommendations.
Previous experience utilizing CRM software to track and manage sales opportunities.
Record of proven sales ability and client service abilities.
Proven written and verbal communication skills.
Established interpersonal and negotiating skills.
Advanced math proficiency

WHAT WE BRING TO THE TABLE:

Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

BASE PAY RANGE:

$60,000 per year plus incentive compensation

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

wealth management advisor jobs in mesa az

Wealth Advisor

Financial Advisor/Wealth Manager - Phoenix

Associate Financial Advisor

Financial Advisor

Wealth Advisor - PNC Wealth Management

Wealth Advisor - PNC Wealth Management

Financial Advisor

Premier Client Banker - PNC Wealth Management

Wealth Management Trainee (AZ)

Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Financial Advisor

Wealth Management Trainee (AZ)

Financial Planning Analyst (Paraplaner)

Associate Family Office Fiduciary Advisor

Family Office Fiduciary Advisor

Wealth and Investment Associate

Senior Wealth Strategy Consultant

Associate Financial Representative

New Grad 2027 - Advisor Licensing Program

Vice President, Financial Advisor

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