Top 83 Investment consultant Jobs in Phoenix Az

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
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 —Chandler, AZ
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Financial Consultant - Chandler, AZ
Fidelity Investments —Chandler, AZ
- Full-time
- Mid-level
- Mentoring
- Experience equivalent to degree accepted
- Tuition reimbursement
Financial Consultant
WealthBridge Financial Group —Glendale, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Underwriting Consultant
Pacific Life Insurance Company —Phoenix, AZ
- $119,070 - $145,530 a year
- Full-time
- Remote
- 7 years
- Bachelor of Science
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
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
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
Consultant
Cornerstone Advisors of Arizona, LLC —Scottsdale, AZ
- Full-time
- Mid-level
- Master's degree
- SQL
Quick Apply
Career-Transition Partnership - For Advisors Approaching Reduced Production
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 - Arizona (Career Changer / New to Industry)
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 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
Career-Transition Partnership - For Financial Advisors Approaching Retirement
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
Portfolio Advisor
Northern Trust Corp. —Phoenix, AZ
- Full-time
- 8 years
- Accounting
- US work authorization
Experienced Financial Advisor - Independent Platform, Full Book Portability
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
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
Retirement Plan Consultant II - Phoenix, AZ
Corebridge —Scottsdale, AZ
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance
10d
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
Enterprise AI Value Strategy Consultant
Accenture —Scottsdale, AZ
- $59,100 - $205,800 a year
- Full-time
- English
- Master's degree
- Bachelor's degree
- Paid holidays
- Disability insurance
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

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investment consultant jobs near phoenix az

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

Trajan Wealth -
Phoenix, AZ

Quick Apply

Job Details

Full-time
$100,000 - $300,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Professional ethics
Sales management systems proficiency
CRM system proficiency
Productivity software
Community relationship building
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Wealth is expanding nationally and seeking entrepreneurial Financial Advisors to lead the development of new and emerging markets. We are open to most US base locations (outside of Arizona) for this role.

This is a W2 role designed for advisors who want more than a book - they want to build a market, establish a presence, and scale a business.

Advisors begin by leveraging our seminar platform to build trust, drive engagement, and generate new client relationships.

Once key production milestones are achieved, advisors unlock Trajan's full growth engine - including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

This is a unique opportunity to build something - and then scale it with the full support of an established firm behind you.

What Makes Trajan Different

Once your market is established, you gain access to a platform designed to accelerate your growth:

In-house marketing agency (radio, TV, seminars, digital)
Dedicated client development team delivering even more qualified meetings per week above and beyond educational seminars
Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
A proven, repeatable sales process
Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business.

We handle the rest.

Today, the average Trajan Advisor produces approximately $40M per year in new assets.

Duties and responsibilities

Lead Educational Seminars

Host and present retirement and financial planning seminars within your territory
Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
Convert seminar attendees into long-term client relationships through a proven and repeatable process

Establish and Grow a Market

You're not taking a job, it's the key role to building a new market
Serve as the lead representative of Trajan Wealth within your territory, building brand presence and trust in the local market
Develop and grow a client base through seminars, referrals, and strategic community engagement
Build and scale a local advisory practice as part of Trajan's national expansion strategy
Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within your community
Conduct in-depth meetings with clients and prospective clients to understand their financial goals, concerns, and overall financial picture
Design and implement customized financial strategies that integrate investment management, tax planning, and estate considerations
Help clients make informed decisions and remain confident in their financial future through all market environments

Collaborate with Internal Teams

You're supported by a machine that helps you win.
Leverage Trajan's CRM and operational infrastructure to effectively manage client relationships and track opportunities
Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale

Qualifications

Clean BrokerCheck / U4 record
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
Life and Annuity license
5+ years of financial advisory or investment experience
Strong presentation skills
Experience working with retirement planning clients
Minimum 3 years of experience using a CRM system
Proficiency in Microsoft Office
Excellent written and verbal communication abilities
Proactive work style and strong personal ethics aligned with fiduciary responsibility

Benefits

W2 position with $100K base salary plus uncapped variable compensation (Top performers earn $300K - $600K plus)
No client book required-we provide a strong marketing pipeline. But we do have a program with enhanced compensation for those who have existing client relationships.
401k with matching up to 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
If you're good with clients, this will be your last U4 application.

If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

Quick Apply

Refine Your Search

investment consultant jobs in phoenix az

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

Financial Advisor - Scottsdale, AZ

Investment Consultant - Gilbert, AZ

Financial Consultant - Chandler, AZ

Financial Consultant

Senior Underwriting Consultant

Underwriting Consultant

Investment Banking Consultant

Consultant

Career-Transition Partnership - For Advisors Approaching Reduced Production

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

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

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Portfolio Advisor

Experienced Financial Advisor - Independent Platform, Full Book Portability

Advisor Support Consultant

Retirement Plan Consultant II - Phoenix, AZ

Senior Wealth Strategy Consultant

Enterprise AI Value Strategy Consultant

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

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