Top 281 Financial planner Jobs in Phoenix Az

Financial Representative - Gilbert, AZ
Fidelity Investments —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Organizational skills
- Tuition reimbursement
11d
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
Confidential —Gilbert, AZ
- $80,000 - $95,000 a year
- Full-time
- Research
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
13d
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
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
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
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
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
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
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 Advisor - PNC Wealth Management
PNC Financial Services Group —Phoenix, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
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
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 —Gilbert, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Goodyear, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
Financial Advisor
Edward Jones —Mesa, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
12d

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financial planner jobs near phoenix az

Financial Representative - Gilbert, AZ

Fidelity Investments -
Phoenix, AZ

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Job Details

Full-time
11 days ago

Benefits

Tuition reimbursement

Qualifications

Series 7

Full Job Description

Job Description:

THIS POSITION WILL BE WORKING OUT OF OUR NEW GILBERT, AZ OFFICE, SET TO OPEN 9/28/26.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.

The Expertise and Skills You Bring

Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
Experience in banking, insurance, or financial services is a plus
Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
Superb interpersonal skills and passion to engage with clients
The ability to assess client needs and find opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team

As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

financial planner jobs in phoenix az

Financial Representative - Gilbert, AZ

Senior Associate, Capital Markets - AZ

Financial Planner

Financial Advisor - Scottsdale and Surrounding Areas

Associate Director of Supervision

Wealth Advisor

Investments Representative (base plus commission) - Hybrid AZ

Senior Fixed Income Specialist

Financial Advisor/Wealth Manager - Phoenix

Financial Advisor

Tailored Licensed Support Financial Advisor

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

Sr. Financial Advisor - Edward Jones Connection

Wealth Advisor - PNC Wealth Management

Financial Advisor - Edward Jones Connections

Financial Advisor

Financial Advisor

Financial Advisor

Investment and Financial Planning Associate

Financial Advisor

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