Top 256 Financial advisor Jobs in Tempe Az

Financial Advisor
Redpoint Wealth Management —Tempe, AZ
- $60,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Health insurance
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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
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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
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $80,000 - $110,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
4d
Sr. Specialist, Service Associate - Schwab Wealth Advisory
Charles Schwab —Scottsdale, AZ
- $27.40 - $39.28 an hour
- Hybrid work
- Mid-level
- Office
- Financial services
- Paid parental leave
- Employee stock purchase plan
Associate Financial Representative
LPL Financial —Tempe, AZ
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
4d
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 Advisor - Scottsdale and Surrounding Areas
Thrivent —Scottsdale, AZ
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Wealth Advisor
Alerus Financial —Scottsdale, AZ
- $60,000 a year
- CPA
- 5 years
- Office
- Paid holidays
- Disability 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 - PNC Wealth Management
PNC Financial Services Group —Glendale, AZ
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
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
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
Financial Representative
Northwestern Mutual —Gilbert, AZ
- $75,000 - $150,000 a year
- Full-time
- Military
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Sr. Specialist, Service Concierge - Schwab Wealth Advisory
Charles Schwab —Scottsdale, AZ
- $27.40 - $39.28 an hour
- Hybrid work
- Mid-level
- Office
- Financial services
- Paid parental leave
- Employee stock purchase plan
22h
Wealth Management Trainee (AZ)
Bankers Life —Scottsdale, AZ
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Advisor
First Command —Glendale, AZ
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
5d
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Scottsdale, AZ
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Investment and Financial Planning Associate
Northwestern Mutual —Phoenix, AZ
- From $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
First Command —Tempe, AZ
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
5d

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financial advisor jobs near tempe az

Financial Advisor

Redpoint Wealth Management
Tempe, AZ

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Job Details

Full-time
$60,000 - $150,000 a year

Benefits

Paid training
Health insurance
401(k)
Financial planning services
Paid time off
401(k) 4% Match
401(k) matching

Qualifications

Financial planning
Customer relationship building
CFP
Series 66
Series 7
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Securities Industry Essentials
Financial goal setting advisory services
FINRA License
Financial services
Experience practicing in the securities industry
Enrolled Agent

Full Job Description

Boutique wealth management firm in Tempe, Arizona has a unique opportunity for an investment advisor / financial planner. Redpoint Wealth Management is one of Dave Ramsey's Arizona SmartVestor Pros and is affiliated with LPL Financial, the largest independent broker/dealer in the country. We have all of the resources of the largest firms including cutting-edge technology and investment advisory platforms that are second-to-none in the industry, but the personal touch of a small family practice. We have a steady flow of daily referrals from Dave Ramsey for prospective new clients. In addition, we have approximately 65 existing client households we would like to transition over to a new advisor to help service. You must have the heart of a teacher and deliver personalized investment solutions to help clients work toward their long-term financial goals. You must be familiar with and/or have a general understanding of the principles Dave Ramsey teaches and be aligned with our firm’s investment philosophy. The ideal candidate should have an entrepreneurial spirit who has the mindset of a small business owner, not someone just looking for a job at a large wirehouse or bank. Our goal is to find someone who can see themselves as a future leader of the firm with ownership opportunities and be an integral part of the succession planning process when the firm’s principal retires.

We provide a compensation package that rewards hard work and has no ceiling on potential income. We believe it is important to not only incentivize new client acquisition but reward advisors for excellent customer service and the retention of our existing client base. Our business model is advisory fee-based and not driven by the sale of commissionable products. We are an ensemble advisory firm offering a base salary, advisory fee sharing based on assets under management and quarterly bonus opportunities. Starting total compensation is dependent on experience, current securities industry licensing, and whether or not the advisor has an existing client book of business. We also offer a comprehensive benefits package including health insurance and a 401(k) plan with a 4% company match.

Responsibilities

· Communicate promptly with new and existing client inquiries

· Develop an understanding of client financial situations

· Conduct periodic reviews that address ongoing client needs

· Provide financial planning support to clients

· Support team members to cultivate existing and new client relationships

Qualifications

· Undergraduate degree or equivalent combination of training and experience

· Industry experience preferred

· Securities Industry Essentials (SIE) required

· Series 7 strongly preferred or ability to pass Series 7 exam required

· Series 65 or 66 strongly preferred or ability to pass Series 65 or 66 exams required

· CFP® designation preferred or a strong desire to obtain

· Enrolled Agent (EA) tax designation preferred or a strong desire to obtain

· Excellent interpersonal skills

· Ability to work well in a team environment

· Follow existing workflows and processes

· Must be coachable, missional and reliable

Job Type: Full-time

Pay: $60,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Financial planning services
Health insurance
Paid time off
Paid training

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Financial services: 3 years (Preferred)

License/Certification:

FINRA Series 7 license (Preferred)
FINRA Series 65 or 66 license (Preferred)
FINRA SIE (Securites Industry Essentials) Exam (Required)

Work Location: In person

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Refine Your Search

financial advisor jobs in tempe az

Financial Advisor

Financial Advisor/Wealth Manager - Phoenix

Financial Representative

Associate Wealth Advisor, Schwab Wealth Advisory

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Associate Financial Representative

Senior Associate, Capital Markets - AZ

Financial Advisor - Scottsdale and Surrounding Areas

Wealth Advisor

Associate Director of Supervision

Wealth Advisor - PNC Wealth Management

Financial Representative - Associate

Senior Fixed Income Specialist

Financial Representative

Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Wealth Management Trainee (AZ)

Financial Advisor

Premier Client Banker - PNC Wealth Management

Investment and Financial Planning Associate

Financial Advisor

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