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Financial Advisor in Phoenix
Thrivent Financial for Lutherans
Financial Advisor - Phoenix And Surrounding Areas
Client relationship managementFinancial planningInsurance productsBenefits: medical, dental, vision, disability, acc...
Provide expert financial advice with a focus on generosity and faith-based principles
Phoenix, Arizona, USFull timeJob Match ScoreCreate Profile
14 days agoBank of America
Financial Solutions Advisor - Registration Candidate - Scottsdale Area
Self-disciplined time managementClient relationship cultivationResults-driven mindset in fast-paced environmentThe role involves obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated training to guide clients on their financial lives
Scottsdale, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile17 days agoBank of America
Financial Solutions Advisor - Stage I - Phoenix Area
Series 7 license requiredSeries 66 or 63/65 license requiredOne year financial service experienceThe role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile17 days agoBank of America
Financial Solutions Advisor - East Valley Phoenix Area
Series 7 & 66 licenses requiredOne year investments industry experienceClient relationship management skillsThe role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through banking and investment strategies
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile17 days agoBank of America
Financial Solutions Advisor - Scottsdale Area
Series 7 & 66 licenses requiredOne year investments industry experienceClient relationship management skills~$60,643 – $127,398 py
WORKOPIA ESTIMATEThe role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions
Scottsdale, Arizona, USIn-office with flexible arrangements based on role-specific considerations.Full timeExperience requiredJob Match ScoreCreate Profile17 days agoBank of America
Financial Solutions Advisor - Registration Candidate - Scottsdale Area
Obtain sie license within 30 daysObtain series 7 and 66 licenses within 120 daysSelf-disciplined time management~$60,643 – $127,398 py
WORKOPIA ESTIMATEThe role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs
Scottsdale, Arizona, USIn-office with some flexibilityFull timeExperience requiredJob Match ScoreCreate Profile17 days agoBank of America
Financial Solutions Advisor - Stage I - Phoenix Area
Series 7 license requiredSeries 66 or 63/65 license requiredOne year financial service experienceThe role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile17 days agoBank of Montreal
Sr. Treasury Advisor
Treasury management experienceSales of payment solutionsRegulatory compliance adherence$51,800.00 - $95,900.00 py
The role involves applying consultative sales practices to generate leads and close sales of treasury management and payment solutions for new and existing clients
Phoenix, Arizona, USFull time+6y experienceJob Match ScoreCreate Profile20 days agoBank of America Merrill Lynch
Financial Solutions Advisor - Registration Candidate - Scottsdale Area
Self-disciplined time managementClient relationship cultivationResults-driven mindset in fast-paced environment~$60,643 – $127,398 py
WORKOPIA ESTIMATEThe role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs
Scottsdale, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile21 days agoBank of America Merrill Lynch
Financial Solutions Advisor - Stage I - Phoenix Area
Series 7 & 66 licenses requiredOne year financial service experienceClient relationship building skillsThe role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile21 days agoBank of America (GHR)
Financial Solutions Advisor - Stage I - Phoenix Area
Series 7 & 66 licenses requiredOne year financial service experienceClient relationship building skillsThe role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile21 days agoThrivent Financial for Lutherans
Financial Advisor - Gilbert , Mn
State insurance licenses (life, health)Series 7 and 66 registrationsStrong interpersonal skillsUnlimited earning potential
The role involves providing expert financial advice with heart to help clients build, grow, and protect their financial well-being through purpose-based strategies
Gilbert, MN, USNot specified (assumed flexible due to control over schedule).Full timeExperience requiredJob Match ScoreCreate Profile22 days agoUSAA
Licensed Retirement Income Advisor – Sales & Planning (sign-on Bonus) - Phoenix
Active group 1 life licenseFinra series 7 license maintenanceFinra series 66 or 63/65 license maintenance$63,590.00 - $121,530.00 py
The role involves guiding USAA members toward lasting financial security through personalized retirement income strategies
Phoenix, AZ, USHybridFull time+4y experienceJob Match ScoreCreate Profile24 days agoU.S. Bank
Wealth Management Advisor- Chandler Az
Bachelor's degree or equivalent experience3-5 years financial sales experienceFinra series 7, 63, 65 or 66 license$65,000 - $80,200 py
The Wealth Management Advisor serves as the investment planning lead responsible for constructing tailored portfolios based on unique client goals
Chandler, AZ, USFull time+5y experienceJob Match ScoreCreate Profile29 days agoU.S. Bank
Wealth Management Advisor - Uptown Phoenix
Meet with affluent clients for discoveryConduct investment needs assessmentFacilitate portfolio management strategies$65,000 - $80,200 py
The role involves meeting with affluent clients to collect financial information and assess their unique investment needs
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile29 days agoU.S. Bank
Wealth Management Advisor- Chandler Az
Bachelor's degree or equivalent experience3-5 years financial sales experienceFinra series 7, 63, 65 or 66 license$65,000 - $80,200 py
The Wealth Management Advisor serves as the investment planning and insurance products lead on the Wealth Management Team
Chandler, Arizona, USFull time+5y experienceJob Match ScoreCreate Profile29 days agoBank of America
Financial Solutions Advisor - East Valley Phoenix Area
Series 7 and series 66 licenses requiredOne year investments industry experienceClient financial goal planning~$60,643 – $127,398 py
WORKOPIA ESTIMATEBank of America looks for a experience required Financial Solutions Advisor - East Valley Phoenix Area
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile29 days agoBank of America
Financial Solutions Advisor - Scottsdale Area
Series 7 and series 66 licenses requiredOne year investments industry experienceClient financial goal planningThis role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
Scottsdale, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile29 days agoBank of America
Financial Solutions Advisor - Registration Candidate - Phoenix Area
Obtain sie license within 30 daysObtain series 7 and 66 licenses within 120 daysSelf-disciplined time managementThis role offers a structured training path to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses while learning foundational advisory skills
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile29 days agoBMO
Senior Wealth Strategist
Hnw/uhnw client relationship managementComplex estate and succession planningCollaborative cross-functional team approach$91,800.00 - $171,000.00 py
The role provides specialized wealth planning for High Net Worth and Ultra High Net Worth clients to meet long-term financial objectives
Scottsdale, Arizona, USFull time+9y experienceJob Match ScoreCreate Profile30 days agoVanguard
Financial Advisor
Client engagement and needs assessmentPersonalized financial consultation deliveryCustomized investment plan development~$60,643 – $127,398 py
WORKOPIA ESTIMATEVanguard is seeking Financial Advisors to build strong relationships and provide tailored investment advice across four US sites
Scottsdale, AZ, USHybridFull time+2y experienceJob Match ScoreCreate Profile31 days agoBank of America
Financial Solutions Advisor - East Valley Phoenix Area
Series 7 and series 66 licenses requiredOne year investments industry experienceClient financial goal planningThis role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile32 days agoBank of America
Financial Solutions Advisor - Scottsdale Area
Series 7 and series 66 licenses requiredOne year investment industry experienceClient financial goal planningBank of America looks for a experience required Financial Solutions Advisor - Scottsdale Area
Scottsdale, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile32 days agoBank of America Merrill Lynch
Financial Solutions Advisor - East Valley Phoenix Area
Series 7 license requiredSeries 66 or 63/65 license requiredOne year investments industry experience~$60,643 – $127,398 py
WORKOPIA ESTIMATEThe role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through a common purpose of making financial lives better
Phoenix, Arizona, USFull timeExperience requiredJob Match ScoreCreate Profile32 days agoCorebridge Financial Services
Financial Advisor - Phoenix, Az
Active finra series 7 license requiredActive state variable life and health licenseProven successful sales track recordBenefits: competitive pyckage with immediate medic...
Corebridge Financial Services partners with financial professionals to help people take action in their financial lives
Phoenix, AZ, USFully remoteFull time+2y experienceJob Match ScoreCreate Profile33 days ago
WORKOPIA ESTIMATE is shown when an employer doesn't disclose pay. It's the typical range (25th–75th percentile) of disclosed salaries for the same role in the same city, adjusted for seniority and refreshed daily — an estimate, not the employer's figure.
