• Certified Financial Advisor

    Vanguard (Scottsdale, AZ)
    Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard … more
    Vanguard (07/17/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Scottsdale, AZ)
    …CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
    Umpqua Bank (06/03/25)
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  • Senior Trust Advisor

    UMB Bank (Chandler, AZ)
    …problem solving and dispute resolution and assistance with litigation management. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
    UMB Bank (07/10/25)
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  • US Experienced Financial Advisor

    Edward Jones (Phoenix, AZ)
    …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
    Edward Jones (06/11/25)
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  • Merrill Experienced Financial

    Bank of America (Tucson, AZ)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
    Bank of America (07/08/25)
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  • Financial Advisor - Wealth…

    HUB International (Scottsdale, AZ)
    As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and ... field preferred. + 5 years of experience as a Financial Advisor , delivering high quality financial...of series 63 and 65 securities registration required + Certified Financial Planner (CFP) designation preferred +… more
    HUB International (06/27/25)
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  • Financial Solutions Advisor

    Bank of America (Chandler, AZ)
    …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Consumer Investments - East Valley Phoenix Area Phoenix, Arizona;Chandler, Arizona; Mesa, Arizona; Mesa, Arizona **To proceed with… more
    Bank of America (07/03/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Bullhead City, AZ)
    …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
    JPMorgan Chase (07/17/25)
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  • Wealth Advisor , Schwab Wealth Advisory

    Charles Schwab (Phoenix, AZ)
    …the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... license + (May be obtained with a 120-day condition of employment for certified and current CFP(R) designation or CFA(R) designation holders, verified before hire) +… more
    Charles Schwab (07/22/25)
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  • IT Software Development Advisor

    Sedgwick (Flagstaff, AZ)
    Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Software Development Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To develop, maintain, test and debug software to meet generally defined requirements in a Windows client/server environment utilizing software development languages/environments such as .Net, Microsoft SQL, HTML, CSS, JavaScript, C#, .NET/ASP , Angular… more
    Sedgwick (06/04/25)
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