Top 88 Financial professional Jobs in Phoenix Az

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
Financial Services Professional - Hybrid Remote (AZ)
Bankers Life —Scottsdale, AZ
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Representative
Modern Woodmen of America —Phoenix, AZ
- $60,000 - $80,000 a year
- Full-time
- Background check
- US work authorization
- Financial services
- Paid training
- Health insurance
Quick Apply
Financial Representative - Associate
Mutual of Omaha Advisors —Phoenix, AZ
- Up to $98,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
Financial Professional
New York Life / NYLIFE Securities / Eagle Strategies —Phoenix, AZ
- $73,829 - $139,196 a year
- Full-time
- Hybrid work
- Entry level
- Health savings account
- Disability insurance
Quick Apply
HQ Senior Transitional Financial Advisor
Edward Jones —Tempe, AZ
- $72,700 - $119,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Health savings account
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
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
Financial Advisor
WestPac —Gilbert, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health 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
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 —Goodyear, 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
3d
Front Desk Patient Financial Services Representative Multispecialty
Banner Health —Phoenix, AZ
- Full-time
- Vital signs
- Word processing
- High school diploma or GED
- Opportunities for advancement
2d
Financial Representative - Gilbert, AZ
Fidelity Investments —Chandler, AZ
- Full-time
- Mid-level
- Office
- Organizational skills
- Tuition reimbursement
2d
Financial Services Representative
Touchstone Wealth —Scottsdale, AZ
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Bachelor's degree
- Experience equivalent to degree accepted
- Professional development assistance
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
Financial Services Representative - SIE (Gilbert, AZ)
Morgan Stanley —Gilbert, AZ
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- 1 year
- Paid training
- Employee stock purchase plan
Financial Services Representative (Gilbert, AZ)
Morgan Stanley —Gilbert, AZ
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Business Administration
- Paid training
- Employee stock purchase plan
Front Desk Patient Financial Services Representative Cardiology
Banner Health —Scottsdale, AZ
- Full-time
- Vital signs
- Word processing
- High school diploma or GED
- Opportunities for advancement
2d

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Sr. Financial Advisor - Edward Jones Connection

Edward Jones -
Tempe, AZ

Apply Now

Job Details

Full-time
$74,600 - $122,800 a year

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance

Qualifications

Investment management advisory services
Phone communication
Series 7
Investment client management
Industry trends
Relationship building in financial sales
Experience at securities companies
Financial markets knowledge

Full Job Description

This job posting is anticipated to remain open for 30 days, from 07-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you’ll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

The Position:

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

Key Responsibilities:

Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team
Work daily to re-engage clients with our firm and to serve clients who are already engaged
Provide excellent client service and tailored client solutions to meet the clients' needs
Provide initial contact and ongoing guidance and service to the clients
Research and resolve any service issues or unfinished tasks
Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service
Keep the department apprised of any Compliance/Field Supervision concerns

Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.
Insurance license may be required in the future (life, health and variable annuity)
5+ years of securities industry experience as a Financial Advisor or a position supporting FA’s requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.
Bachelor's degree in a business-related field is strongly preferred
Ability to seek, receive and implement feedback.
Strong critical thinking skills are necessary.
Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.
Extensive flexibility, reliability and sound decision making skills
Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.
Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.
H.B.A. associates would have their home office audited annually

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Apply Now

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financial professional jobs in phoenix az

Sr. Financial Advisor - Edward Jones Connection

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