Assistant financial Jobs in Phoenix, AZ
Last updated: 22 hours ago
Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At.Scottsdale, AZ we’re looking for a passionate, self-driven Financial Advisor who thr...Show moreLast updated: 26 days ago
The Financial Planner Opportunity.We’re looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals.
Perhaps you are considering a c...Show moreLast updated: 3 days ago
Workshops typically occur during school hours (around 8 AM to 3 PM).Are you passionate about personal finance and helping others build a strong financial future? We are seeking a dynamic.Present en...Show moreLast updated: 1 day ago
Our Investment Advisory firm (RIA) is internally driven to help individuals and families find peace and purpose for their money.
We have a track record of exceeding client expectations and fostering...Show moreLast updated: 30+ days ago
Are you a leader who has the following traits?.If yes, consider a career at Chris McCoy State Farm to drive positive impact in the lives of families every day.
Backed by a Fortune 50 company that is...Show moreLast updated: 2 days ago
In this role, you will provide outstanding service to advisors and investors, serving as a key point of contact for financial inquiries and transactions.
Upon completing training, you will be integr...Show moreLast updated: 8 days ago
Financial Professional - Representative A financial professional who helps clients and business achieve their financial goals by providing advice and solutions.
They act as a liaison between clients...Show moreLast updated: 30+ days ago
As part of the applicant process, it’s necessary to take this survey.Key Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women.Our mission is he...Show moreLast updated: 26 days ago
Begin Your Career Journey as a Financial Product Specialist.Join our distinguished team recognized by Entrepreneur Magazine, Forbes, and Inc.
We offer a structured career path with potential earning...Show moreLast updated: 22 hours ago
Explore a career as a FINANCIAL PROFESSIONAL!.Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!.
We have an opening for a highly motivated ...Show moreLast updated: 27 days ago
Sleepyhead is a fast-growing e-commerce brand dedicated to enhancing sleep comfort with high-quality mattress toppers.We are seeking a seasoned and strategic Financial Associate to join our team in...Show moreLast updated: 3 days ago
As human beings we have a strong intrinsic need for safety and security.It could be said that at some level our happiness depends on it.
We believe that financial peace of mind forms the fabric of s...Show moreLast updated: 30+ days ago
HK Wealth Management, along with Haga Kommer, Ltd.HK empowers clients with innovative tools and solutions to address their wealth management, accounting, tax and overall business management needs.H...Show moreLast updated: 1 day ago
We are looking for 4 motivated and experienced Consultants to join our team in a part-time, 100% commission-based role with uncapped earning potential.
While financial industry experience is not req...Show moreLast updated: 6 days ago
The Assistant Director of Financial Reporting, is responsible for a variety of Accounting disciplines in a Shared Service environment.
This includes assisting the DOF in directing the financial acti...Show moreLast updated: 30+ days ago
Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relatio...Show moreLast updated: 26 days ago
Work with a business partner who is eager to be on the leading edge.You’ve spent a good portion of your career building the practice you envisioned.
You also know that the next step of your journey ...Show moreLast updated: 23 days ago
- Promoted
Financial Advisor
Bayntree Wealth AdvisorsScottsdale, AZ, United StatesFull-time
- Promoted
Financial Advisor
Renaissance Financialphoenix, AZ, United States What we do is not just a job – it is a passion.Renaissance Financial is a comprehensive financial strategies firm with locations in St.
Louis, Overland Park, Omaha, and Phoenix.Our Mission : Using cr...Show moreLast updated: 5 days ago
- Promoted
Financial Advisor
Thriventphoenix, AZ, United States Be in Business for Yourself, not By Yourself.Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and c...Show moreLast updated: 5 days ago
- Promoted
Financial Planner
Spence, Cassidy & AssociatesScottsdale, AZ, USFull-time
- Promoted
Financial Educator
Addison GroupPhoenix, AZ, US$25.00 hourly
Full-time
- Promoted
Financial Advisor
Priority Financial Groupphoenix, AZ, United States Priority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners.
The role of the Financial Advisor is to enhance member ...Show moreLast updated: 5 days ago
Financial Advisor
Glades TalentPhoenix, AZ, United States$150,000.00 yearly
- Promoted
Financial Professional
Chris McCoy - State Farm AgencyScottsdale, AZ, US$50,000.00–$120,000.00 yearly
Full-time
- Promoted
Financial Services Associate
TalentBridgeTempe, AZ, US$21.00 hourly
Full-time
Financial Services
Global Financial Impact - Marco Esquivelphoenix, AZ, US$120,000.00 yearly
Quick Apply
- Promoted
Financial Advisor / Financial Planner / Wealth Advisor
Key Wealth ManagementScottsdale, AZ, United StatesFull-time
- Promoted
- New!
Financial Product Specialist
Expert Seekers TrainingScottsdale, AZ, US$23,000.00 yearly
Full-time
- Promoted
Financial Advisor
Prudential FinancialScottsdale, AZ, United States$50,000.00–$75,000.00 yearly
Full-time +1
- Promoted
Financial Analyst
SleepyheadScottsdale, AZ, US$75,000.00 yearly
Full-time
- Promoted
Financial Advisor
Touchstone WealthScottsdale, AZ, USFull-time
- Promoted
Financial Advisor
Haga Kommer, Ltdphoenix, AZ, United States$60,000.00–$110,000.00 yearly
Full-time
- Promoted
Financial Consultant
Ironclad Wealth PartnersPhoenix, AZ, USPart-time
Assistant Director of Financial Reporting
The Scott Resort & SpaScottsdale, AZFull-time
- Promoted
Financial Advisor
Strategy Financial GroupPhoenix, AZ, United StatesFull-time
- Promoted
Experienced Financial Advisor / Financial Planner / Wealth Manager
GoldBook FinancialScottsdale, AZ, United StatesFull-time
Financial Advisor
Bayntree Wealth AdvisorsScottsdale, AZ, United States26 days ago
Job type
- Full-time
Job description3+ years of experience in financial services Series 65 and Life and Health licenses required Excellent verbal and written communication skills Experience with Salesforce is a plus CERTIFIED FINANCIAL PLANNER™ designation preferred Prepare and present tailored financial plans Assist the lead Advisors with meeting individual and team goals Offer financial planning expertise across investment, insurance, and retirement Build and maintain lasting client relationships Call on leads and manage the prospect pipeline Generous Time Off : We believe in rewarding hard work with time to recharge. Enjoy plenty of paid time off. Flexibility and balance are key to thriving in today’s fast-paced world Comprehensive Retirement Plan : Traditional and Roth 401(k)s with up to a 4% company match, plus guidance on contributing to IRAs. We know financial planning inside and out! Health & Wellness : Access to UnitedHealthCare group health insurance, along with dental and life insurance. Team Perks : Monthly free lunches, unlimited Nespresso coffee, tea, and more! Giving Back : We support local charities, both financially and through volunteer time. Paid volunteer days let you make a difference in the community. Career Growth : We cover the costs of obtaining additional licenses and certifications, such as your CFP® designation or CPA license. Fun Team Culture : From team events to our annual holiday party, we believe in working hard and celebrating our success together.
Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we’re looking for a passionate, self-driven Financial Advisor who thrives on building long-term client relationships and delivering exceptional service. If you're eager to provide financial planning guidance without the pressure of finding new clients, this could be the perfect fit for you!
What You’ll Do : In this role, you'll primarily focus on working one-on-one with our existing clients, developing deep relationships and helping them achieve their financial goals. From customized financial planning to providing advice on investments, insurance, and retirement, you'll be the trusted advisor clients rely on. You'll also be responsible for calling on leads and nurturing prospects in the sales funnel, ensuring a smooth transition from potential client to long-term partnership. Best of all, you’ll take on established client relationships upon completing training, with additional clients added to your portfolio over time.
Key Traits We’re Looking For :
- Strong initiative and self-motivation
- Positive and client-first attitude
- Ability to nurture and maintain strong client relationships
- Team-oriented with a collaborative mindset
Qualifications :
Your Responsibilities :
What We Offer :
If you’re excited about joining a fast-growing team where your work truly makes an impact, we’d love to hear from you! Apply now to become part of the Bayntree Wealth Advisors family in Scottsdale.