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Equitable Advisors
Scottsdale, AZ, United States
Overview You are a leader. You have the vision to chart long-term strategies and the persistence to put those strategies into practice. We are leaders with perseverance and discipline, and we can look forward to the opportunity for a satisfying professional future. Equitable Advisors is a dynamic and growing financial services company, has an imm
Job Source: Equitable AdvisorsFinancial Planning Association
Scottsdale, AZ, United States
Seaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firms’ owner, we go out
Job Source: Financial Planning AssociationHeartland Financial USA, Inc.
Chandler, AZ, United States
Employment at Heartland Financial USA, Inc. is employment at will locations Scottsdale (Airpark), Arizona - East Redfield Road Chandler, Arizona - North 54th Street time type Full time posted on Posted 8 Days Ago job requisition id 23-1248 HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualifie
Job Source: Heartland Financial USA, Inc.The Judson Group
Phoenix, AZ, United States
Reference Number: HRJ7502 Location: Phoenix, Arizona Judson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a Wealth Advisor . This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience ha
Job Source: The Judson GroupHeartland Financial USA Inc
Chandler, AZ, United States
HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. HTLF is a diversified financial services company headquartered in Denver, Co
Job Source: Heartland Financial USA IncUs Bank
Chandler, AZ, United States
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you
Job Source: Us BankCFA Institute
Scottsdale, AZ, United States
The Opportunity Fortitude Family Office is looking for an experienced wealth & tax advisor to join our team. This role will be responsible for taking ownership of all aspects of the client engagement; interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Fortitude’s services –
Job Source: CFA InstituteThe Judson Group
Scottsdale, AZ, United States
Associate Wealth Advisor | Scottsdale, Arizona Reference Number: HRJ7283 Location: Scottsdale, Arizona Judson Group has been retained by a growing independent advisory firm in their search for an Associate Wealth Advisor . This individual will support the firm advisors and other team members by providing comprehensive financial planning with ex
Job Source: The Judson GroupTempe, AZ, United States
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Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/
Wealth Management Advisors empower clients to make the most of every single day and plan for
important moments in their future. They combine licensed expertise with a personalized digital
experience to help clients navigate their financial lives through a wide range of financial planning
services.
Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with client’s changing circumstances. And with more than half of Americans believing their financial planning has gaps, a career with Northwestern Mutual provides abundant opportunities to contribute towards meeting those needs.
You’ll partner with clients by creating personalized financial plans that address a broad set of client
objectives. Through our industry-leading solutions, you’ll help them protect what they’ve worked so
hard to achieve while also growing their assets for the future.
Desired Skills and Experience:
• Bachelor’s degree and/or career changer
• Analytical thinking skills and the ability to assess client needs
• Excellent verbal and written communication skills
• Effective sales, presentation, and customer service skills
• Good organization and time management skills
• Strong interpersonal skills
We want individuals with different backgrounds and work experience, including but not limited to:
• Financial management, investments, insurance, and financial services
• Executive leadership
• Sales, business development, or relationship management
• Former athletes
• Military background
A career with Northwestern Mutual not only provides outstanding income potential but will provide you with the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and integrity.
Additionally, Northwestern Mutual is committed to offering its Financial and Wealth Management Advisors a comprehensive compensation and benefits program which includes:
• Leadership and Director Level Opportunities
• Sponsorship of Licensing/Credentialing
o Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others)
• Comprehensive Medical Coverage
• Group Life and Disability Insurance
Devotion to its policy owners has led Northwestern Mutual through nearly 165 years of industry success with accolades including:
• #97 on Fortune 500
• Fortune’s 2022 “World’s Most Admired Companies”
• Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine
• Top 125 Companies for Training & Development
• Named one of the “50 Best Places to Launch a Career” by Business Week Magazine
Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion:
Compensation is 100% commission. In addition, you may become eligible for the following benefits:
• Commission structure to support early development
• Bonus Programs and Production Allowance
• Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP®
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance, and Disability Income Insurance
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Wealth Management Advisor jobs in Tempe, AZ, United States
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