Top 295 Financial advisor Jobs in Peoria, 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 Planner 3+ Years Experience
Babb Financial Group —Phoenix, AZ
- $100,000 - $150,000 a year
- Full-time
- CPA
- Mid-level
- 3 years
- Profit sharing
- Disability insurance
Quick Apply
Financial Advisor - Scottsdale and Surrounding Areas
Thrivent —Scottsdale, AZ
- Background check
- Mid-level
- Business development
- Paid training
- AD&D 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
Wealth Advisor
Alerus Financial —Scottsdale, AZ
- $60,000 a year
- CPA
- 5 years
- Office
- Paid holidays
- Disability insurance
Quick Apply
Investments Representative (base plus commission) - Hybrid AZ
Arizona Financial Credit Union —Phoenix, AZ
- From $46,000 a year
- Full-time
- Hybrid work
- Word processing
- English
- Mid-level
- Paid training
- Health savings account
Quick Apply
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- 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
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
5d
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
Financial Advisor
Edward Jones —Goodyear, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor - Edward Jones Connections
Edward Jones —Tempe, AZ
- $63,200 - $104,200 a year
- Extended hours
- Remote
- 5 years
- Mid-level
- Office
- Profit sharing
- Health savings account
4d
Sr. Financial Advisor - Edward Jones Connection
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Extended hours
- Remote
- 5 years
- Bachelor's degree
- Fair chance
- Profit sharing
- Health savings account
4d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Scottsdale, AZ
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Trainee (AZ)
Bankers Life —Phoenix, AZ
- $50,000 - $80,000 a year
- Full-time
- Entry level
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
Director of Financial Planning
The MOHR Enterprises LLC —Tempe, AZ
- $140,000 - $170,000 a year
- Hybrid work
- 7 years
- Microsoft Excel
- Office
Quick Apply
Financial Consultant
WealthBridge Financial Group —Peoria, 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 —Glendale, AZ
- $60,000 - $80,000 a year
- 8 hour shift
- Mid-level
- 3 years
- Business development
- Health savings account
- Paid holidays
J.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ
JPMorganChase —Peoria, AZ
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
11d

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financial advisor jobs near peoria, 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 peoria, az

Senior Associate, Capital Markets - AZ

Financial Planner 3+ Years Experience

Financial Advisor - Scottsdale and Surrounding Areas

Associate Director of Supervision

Wealth Advisor

Investments Representative (base plus commission) - Hybrid AZ

Financial Advisor

Financial Advisor/Wealth Manager - Phoenix

Senior Fixed Income Specialist

Tailored Licensed Support Financial Advisor

Financial Advisor

Financial Advisor - Edward Jones Connections

Sr. Financial Advisor - Edward Jones Connection

Wealth Management Associate - Retirement Benefits Group

Wealth Management Trainee (AZ)

Financial Advisor - Scottsdale, AZ

Director of Financial Planning

Financial Consultant

Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Peoria, AZ

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