Top 251 Financial consultant Jobs in Scottsdale Az

Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab —Scottsdale, AZ
- $185,000 - $245,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
11d
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
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Scottsdale, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
5d
Financial Advisor
Edward Jones —Mesa, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
Financial Wellness Consultant
Marsh McLennan Agency —Phoenix, AZ
- $63,200 - $117,900 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
Financial Services Representative - Scottdale, AZ
Fidelity Investments —Scottsdale, AZ
- Full-time
- Office
- Entry level
- Paid training
10d
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
Associate Family Office Fiduciary Advisor
Trajan Wealth —Scottsdale, AZ
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Relocation assistance
Quick Apply
Client Relations Financial Representative, Service
Edward Jones —Tempe, AZ
- $63,200 - $104,200 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
3d
Advising Specialist II
Edward Jones —Tempe, AZ
- $120,000 - $204,300 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
- Profit sharing
- Health savings account
Entry Level Financial Services Consultant (Remote)
CS Associates —Tempe, AZ
- $25,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Professional development assistance
- Opportunities for advancement
Quick Apply
Associates Needed : Remote
gfimpact —Phoenix, AZ
- $67,000 - $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Management
Quick Apply
6d
Flexible Hours and Work Location
TFO Phoenix —Phoenix, AZ
- Email
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Paid time off
PWM Portfolio Investment Analyst
U.S. Bank National Association —Scottsdale, AZ
- $75,820 - $89,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- 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
Sr. Government Healthcare Financial Consultant
Mercer —Phoenix, AZ
- $88,000 - $176,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Microsoft Office
- Health insurance
- 401(k)
11d
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
Investment Consultant - Relationship Manager
Morgan Stanley —Scottsdale, AZ
- Full-time
- 5 years
- Office
- Business development

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financial consultant jobs near scottsdale az

Senior Regional Manager, Schwab Wealth Advisory

Charles Schwab -
Scottsdale, AZ

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Job Details

$185,000 - $245,000 a year
11 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Employee relationship building
Series 7
Bachelor's degree
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.

What you are good at-

Motivating – As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.

Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.

Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP® or CFA® investment professionals.

Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.

Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

CFP® designation, CFA® designation required (may consider 24 month condition of employment)
Bachelor’s Degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 license required (may consider a 120-day COE)
Active and valid FINRA 9/10 required (may consider a 120-day COE)
Five plus years’ experience in the financial services industry
Minimum of 2 years supervisory experience strongly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial consultant jobs in scottsdale az

Senior Regional Manager, Schwab Wealth Advisory

Tailored Licensed Support Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Consultant

Financial Wellness Consultant

Financial Services Representative - Scottdale, AZ

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

Associate Family Office Fiduciary Advisor

Client Relations Financial Representative, Service

Advising Specialist II

Entry Level Financial Services Consultant (Remote)

Associates Needed : Remote

Flexible Hours and Work Location

PWM Portfolio Investment Analyst

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Sr. Government Healthcare Financial Consultant

Career-Transition Partnership - For Advisors Approaching Reduced Production

Investment Consultant - Relationship Manager

I want to receive the latest job alert for financial consultant in scottsdale az

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