Wealth advisor jobs in Gilbert, ArizonaCreate job alerts

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment 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. 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 ___ 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 ___ 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

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge 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 non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. Required Qualifications • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • CFP or CFA, • Superior relationship management and client retention experience 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. 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 ___ 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 ___ 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

Bilingual in English and Mandarin required.

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we believe that everyone deserves objective financial

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we believe that everyone deserves objective financial

Bilingual in English and Mandarin required.

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we believe that everyone deserves objective financial

Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a BOK advisor? If you hold securities and/or insurance licenses you may offer securities and other products and solutions through our affiliated broker de

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. LPL will only communicate with a job applicant directly from an @lplfin

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we empower professionals to shape their success while

Job Description What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills. MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate. What experience and skills do I need to be successful? • Bachelor's degree in finance, business administration, or a related business field., • Experience in a financial advisor or related position., • Series 66 or Series 65 licensure., • General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM. Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition: • Competitive medical, dental, and vision insurance plans., • FSA/HSA account options., • Paid Time Off (PTO)., • 401k employer matching program to save for retirement., • Tuition reimbursement and professional growth opportunities through continuing education., • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness., • Bonuses for helping with business development leads. This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting. How do I join? The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team. What else are you hiring for? See all MBE Wealth's openings on our website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn. More about MBE Wealth: MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Job Description A well-established and highly reputable Registered Investment Advisor (RIA) in Mesa is seeking a Lead Advisor to join their growing team. This role is ideal for a financial professional who enjoys building long-term client relationships, developing financial plans, and guiding clients through important financial decisions. The firm provides a collaborative environment where advisors can focus on delivering exceptional client service while continuing to grow professionally. Responsibilities • Develop and maintain strong client relationships, • Create and present comprehensive financial plans, • Advise clients on investment strategies, retirement planning, and insurance solutions, • Manage client portfolios and provide ongoing financial guidance, • Support clients with IRA, 401(k), and retirement account planning, • Communicate complex financial concepts in a clear and approachable way, • Partner with internal advisory and operations teams to deliver a high-quality client experience, • Ensure compliance with regulatory and firm standards Qualifications • Experience in financial advising, wealth management, or financial planning, • Strong relationship-building and client communication skills, • Experience creating and presenting financial plans, • Knowledge of portfolio management, retirement planning, and investment strategies, • Experience working in a RIA, wealth management firm, or broker-dealer environment Preferred Qualifications • CFP® designation preferred or actively pursuing certification, • Experience working with high-net-worth or mass affluent clients, • Familiarity with financial planning platforms and advisory technology What Makes This Opportunity Unique • Join a growing and respected RIA firm, • Collaborative team environment, • Opportunity to take ownership of client relationships, • Long-term career growth within the advisory practice Company DescriptionAbout Pinnacle The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets. EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.About Pinnacle\r\nThe Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.\r\n\r\nEOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionExecutive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm. A portable book of existing clients is preferred. What you'll do:Conduct all Get to Know meetings Maximize all new business development opportunities Manage top 20% of the team’s client reviews. Dedicate at least 80% of time in business development. Work with management team on improving client/prospect experience. Manage & develop Lead and Associate Advisors. Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm. Serves on investment management committee or helps determine firm investment strategies for clients. Experience you'll need:A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required. A portable book of existing clients is preferred. 10 years of experience in financial planning, investment management, or a related field.Significant experience as a Wealth Advisor with at least $50 million AUM portable. Key BenefitsGenerous continuing education support 100% company paid employee only premiums for Health, Dental & Vision Coverage 4% Company 401k match, 100% vested

PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future. As a Financial Advisor within PNC Wealth Man

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position i

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. Basic Qualifications - Bachelor's degree, or equivalent work experience - 10 or more years of experie

As a Financial Advisor within PNC Wealth Management, you will be based in Scottsdale, AZ. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. At PNC Wealth Management, we are passionate about our values

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. Basic Qualifications- Bachelor's degree, or equivalent work experience- 10 or more years of experienc

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Job Description: This is where the detailed job description goes.It provides information about the role, responsibilities, and requirements for the position.Focus on the key duties and what the company expects from the candidate.Requirements: List the qualifications, skills, and experiences necessar

Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. Personal Advisors will work in a hybrid team based office environment to support the full book of clients. Leverage experience and understanding

As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and recommend an appropriate strategy. Retirement Plan & Wealt

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Work with clients to develop comprehensive wealth management strategies.