Top 109 Wealth management advisor Jobs in Phoenix, Az

Wealth Management Associate
Vaco by Highspring —Phoenix, AZ
- $60,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Private Wealth Advisor
The Bahnsen Group LLC —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
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
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
7d
Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Phoenix, AZ
- $100,000 - $300,000 a year
- Full-time
- Remote
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $100,000 - $145,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Career-Transition Partnership - For Advisors Approaching Reduced Production
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 - 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
Wealth Management Associate
Equitable Advisors —Scottsdale, AZ
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
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 - PNC Wealth Management
PNC Financial Services Group —Scottsdale, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Planner
Confidential —Gilbert, AZ
- $80,000 - $95,000 a year
- Full-time
- Research
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
9d
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health 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
Investment and Financial Planning Associate
Northwestern Mutual —Phoenix, AZ
- $60,000 - $65,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (AZ)
Bankers Life —Mesa, AZ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Investment Consultant - Gilbert, AZ
Fidelity Investments —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
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
Experienced Financial Advisor - Independent Platform, Full Book Portability
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
Associate Family Office Fiduciary Advisor - 80-130K+ total compensation
Trajan Wealth —Scottsdale, AZ
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Relocation assistance
Quick Apply
8d

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wealth management advisor jobs near phoenix, az

Wealth Management Associate

Vaco by Highspring -
Phoenix, AZ

Quick Apply

Job Details

Full-time
$60,000 - $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Series 7
Experience practicing in the securities industry

Full Job Description

Vaco Arizona has partnered with a growing wealth management team to hire a Wealth Management Associate. This is a great opportunity for someone looking to continue building their career within financial services and advisory support.

This is a full-time, on-site opportunity in the Phoenix area offering up to $65,000 annually.

Responsibilities:

Support advisors with client service, account maintenance, annual reviews, and financial planning activities
Prepare investment proposals, financial plans, and advisory review materials
Process investment and advisory account paperwork, transfers, funding, and trades
Execute buy/sell and rebalancing transactions while monitoring account activity
Participate in client meetings and assist with investment plan development and presentations
Provide ongoing client support regarding advisory products, performance, and service requests
Maintain accurate documentation and ensure compliance requirements are met

Requirements:

Series 7 license
2+ years of financial services or wealth management experience

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
Virginia residents may access our state specific policies here.
Residents of all other states may access our policies here.
Canadian residents may access our policies in English here and in French here.
Residents of countries governed by GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client’s use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

Quick Apply

Refine Your Search

wealth management advisor jobs in phoenix, az

Wealth Management Associate

Associate Private Wealth Advisor

Wealth Management Associate - Retirement Benefits Group

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

Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside

Wealth Advisor, Schwab Wealth Advisory

Career-Transition Partnership - For Advisors Approaching Reduced Production

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

Wealth Management Associate

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Financial Advisor - PNC Wealth Management

Financial Planner

Financial Advisor

Financial Advisor

Investment and Financial Planning Associate

Wealth Management Trainee (AZ)

Investment Consultant - Gilbert, AZ

Premier Client Banker - PNC Wealth Management

Experienced Financial Advisor - Independent Platform, Full Book Portability

Associate Family Office Fiduciary Advisor - 80-130K+ total compensation

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