Top 84 Investment consultant Jobs in Phoenix Az

Entry Level - Financial Advisor
Equitable Advisors —Scottsdale, AZ
- $31,700 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
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
Investment Consultant - Gilbert, AZ
Fidelity Investments —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Financial Consultant
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
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
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 Consultant - Chandler, AZ
Fidelity Investments —Phoenix, AZ
- Full-time
- Mid-level
- Mentoring
- Experience equivalent to degree accepted
- Tuition reimbursement
Investment Banking Consultant
Accenture —Scottsdale, AZ
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Advisor Support Consultant
Cambridge Investment Research —Phoenix, AZ
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- 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
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
Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid)
Edelman Financial Engines, LLC —Phoenix, AZ
- $61,600 - $97,600 a year
- Mid-level
- Bachelor's degree
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Investment Executive (Financial Advisor) Greater Phoenix, AZ
Fifth Third Bank —Phoenix, AZ
- Full-time
- Office
- Travel
- Mentoring
8d
Portfolio Advisor
Northern Trust Corp. —Phoenix, AZ
- Full-time
- 8 years
- Accounting
- US work authorization
Investment Consultant II - Merrill Premium
Bank of America —Chandler, AZ
- Full-time
- Background check
- Writing skills
- Research
Financial Advisor - Veteran Transition Program (Arizona & New Mexico)
WealthBridge Financial Group —Phoenix, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Consultant
Cornerstone Advisors of Arizona, LLC —Scottsdale, AZ
- Full-time
- Mid-level
- Master's degree
- SQL
Quick Apply
Trading Support Consultant
Cambridge Investment Research —Phoenix, AZ
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Underwriting Consultant
Pacific Life Insurance Company —Phoenix, AZ
- $103,140 - $126,060 a year
- Full-time
- Remote
- 7 years
- Bachelor of Science
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply

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investment consultant jobs near phoenix az

Entry Level - Financial Advisor

Equitable Advisors -
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$31,700 - $125,000 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Experience practicing in the securities industry

Full Job Description

Pay: $31,700.00 - $125,000.00 per year

Job description:

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

· Location: In-office presence required

Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

· FINRA Sponsorship: provided for required FINRA licensing

· Preliminary Employment Period (PEP): comprehensive 120-day hands-on training

Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition

· Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

· Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP

· Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management

· Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.

Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

All client meetings virtually; In office day-to-day

License/Certification:

Securities Industry Essentials (Preferred)
Series 7 (Preferred)
Life & Health Insurance License (Preferred)

Work Location: In person

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay

Application Question(s):

Will you now or in the future require sponsorship to work for any company in the United States?

Work Location: In person

Job Type: Full-time

Pay: $31,700.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

investment consultant jobs in phoenix az

Entry Level - Financial Advisor

Financial Advisor - Scottsdale, AZ

Investment Consultant - Gilbert, AZ

Financial Consultant

Career-Transition Partnership - For Advisors Approaching Reduced Production

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

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Financial Consultant - Chandler, AZ

Investment Banking Consultant

Advisor Support Consultant

Senior Wealth Strategy Consultant

Experienced Financial Advisor - Independent Platform, Full Book Portability

Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid)

Investment Executive (Financial Advisor) Greater Phoenix, AZ

Portfolio Advisor

Investment Consultant II - Merrill Premium

Financial Advisor - Veteran Transition Program (Arizona & New Mexico)

Consultant

Trading Support Consultant

Underwriting Consultant

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