Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.
The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties.
The Role
The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work.
Key Responsibilities
Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types
Build and maintain financial models and cash-flow projections
Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions
Work closely with internal groups such as asset management and accounting to support deal execution
Conduct market research and keep internal databases updated with relevant economic and real estate metrics
Qualifications
Investment Banking background as an analyst or associate
Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis
Strong proficiency in Excel, Word, and PowerPoint
Exceptional written and verbal communication skills for interaction with internal teams and external partners
Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail
Self-starter with solid problem-solving abilities
$62k-100k yearly est. 4d ago
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Financial Consultant - Financial Solutions Branch- Phoenix, AZ (South Mountain)
Charles Schwab 4.8
Finance advisor job in Phoenix, AZ
Regular
Your opportunity
In addition to the salary range, this role is also eligible for branch bonus and incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
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.
The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors.
FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today's markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab.
Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab's mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success.
As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client's needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey.
Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform.
When meeting with clients you will:
Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.
Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients' needs.
Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
What you have
We place a premium on high performance, quality service and the ability to implement our strategy.
Required skills include:
Active FINRA Series 7 license
Series 66 (63/65) license
Life & Health Insurance license (license(s) may be obtained under a 120 day condition of employment)
Preferred:
Minimum of 5 years of financial experience
Entrepreneurial and a self-starter mentality
Polished and persuasive interpersonal and verbal/ written communication skills
Able to quickly learn new technology and use a variety of data and systems
Open to ongoing coaching and development to achieve positive client outcomes and career aspirations
Strong time management skills and productivity; ability to successfully balance competing priorities
Learning mentality, as you gain an understanding of all the products and services at Schwab
Extensive Schwab network to best address client concerns
This role will require a Monday - Friday 5x8 schedule
What's in it for you
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.
We offer a competitive benefits package 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
$36k-50k yearly est. 2d ago
Finance Intern - Spring 2026
General Dynamics Mission Systems 4.9
Finance advisor job in Scottsdale, AZ
Basic Qualifications
FINANCE Interns must be currently pursuing a BS degree in Accounting or Finance (preferably in their Sophomore - Jr year).
Applicants selected will be subject to a U.S. Government security investigation and must meet eligibility requirements for access to classified information. Due to the nature of work performed within our facilities, U.S. citizenship is required.
Responsibilities for this Position
General Dynamics Mission Systems has an immediate opening for a Finance Intern to join our team in Scottsdale, Arizona. The position provides an opportunity to enhance the performance and profitability of an organization that supports some of our nation's fundamental defense services. Working side by side with experienced Finance professionals you will use and grow the skills you have learned and develop new ones. In addition to receiving a competitive salary and generous health and personal benefits, the Finance Intern will enhance their skill set among a talented and professionally accomplished group of colleagues. You will also
enjoy a flexible work environment where contributions are recognized and rewarded.
Responsibilities include:
Support financial planning, reporting and analysis function for a designated line of business
Perform accounting activities to include writing and processing journal vouchers and project accounting transactions in support of month-end close process
Analyzing accounts to identify and report on risk and funding issues
Developing and preparing financial reports for program finance and management
Assisting in the consolidation of budgets, strategic plans, and current outlook for the line of business executive management.
Performing analysis to explain variance to forecast for key metrics
Reviewing data for accuracy and resolving erroneous charges by writing and processing journal vouchers into computerized financial system(s)
Other special projects as needed and for developmental opportunity
Preferred Qualifications:
High degree of personal initiative and motivation
Desire to excel in a high performance work environment and create value for the finance operations and the businesses we support
Unwavering attention to detail and highly organized approach to meeting commitments
Support and engage in programs, projects and practices behind the GDMS culture and strategy, and comply with all policies and procedures.
Follow industry and department trends and developments to ensure GDMS' services are consistent with, and/or superior to, industry best practices
Position is onsite/flex
When onsite - you will work in our Scottsdale, Arizona location
#LI-Hybrid
Salary Note This estimate represents the typical salary range for this position based on experience and other factors (geographic location, etc.). Actual pay may vary. This job posting will remain open until the position is filled. Combined Salary Range USD $24.00 - USD $26.00 /Hr. Company Overview
General Dynamics Mission Systems (GDMS) engineers a diverse portfolio of high technology solutions, products and services that enable customers to successfully execute missions across all domains of operation. With a global team of 12,000+ top professionals, we partner with the best in industry to expand the bounds of innovation in the defense and scientific arenas. Given the nature of our work and who we are, we value trust, honesty, alignment and transparency. We offer highly competitive benefits and pride ourselves in being a great place to work with a shared sense of purpose. You will also enjoy a flexible work environment where contributions are recognized and rewarded. If who we are and what we do resonates with you, we invite you to join our high-performance team!
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
$24-26 hourly Auto-Apply 50d ago
Financial Advisor - Phoenix, AZ
Corebridge Financial Inc.
Finance advisor job in Phoenix, AZ
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a FinancialAdvisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
* You will meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
* High school diploma or GED
* Ideally, you have 2+ years of experience working as a FinancialAdvisor.
* A proven and successful sales track record.
* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
* You also have an active state variable life and health license.
Work Location
* This position is currently designated as remote.
Estimated Travel
* May include up to 25% travel.
#LI-CBF
#LI-LR1
#SAFG
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
$44k-87k yearly est. Auto-Apply 4d ago
Financial Wealth Advisor - Phoenix, AZ
Corebridgefinancial
Finance advisor job in Phoenix, AZ
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a FinancialAdvisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a FinancialAdvisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-CBF
#LI-LR1
#LI-SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$44k-87k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Allworth Financial
Finance advisor job in Phoenix, AZ
Allworth Financial (************************** is an independent investment financialadvisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
SUMMARY
Allworth Financial, one of the fastest growing RIAs, is seeking an experienced FinancialAdvisor with strong leadership presence to join our Phoenix, Arizona office. This is a fully in-office role designed for an advisor who brings professional maturity, sound judgment, and a commitment to building strong client relationships while actively contributing to a high-performing office culture.
This position is ideal for an advisor who brings professional maturity, confidence, and sound judgment to their work. The successful candidate will be comfortable taking the lead in client relationships, partnering closely with teammates, and serving as a positive presence within the office. Advisors are supported by Allworth's brand, resources, and integrated planning platform and are expected to operate with autonomy, accountability, and a leadership mindset.
At Allworth, advisors deliver comprehensive, fiduciary financial planning without pressure to sell proprietary products. Advisors are supported by a fully integrated platform, including:
Wealth Planning Team
Estate Planning Resources
Associate Advisor Support
Insurance Planning
Tax Planning
Allworth is proud to be a recipient of the Circle of Excellence Award from the National Business Research Institute for employee and client satisfaction.
This is a full-time, exempt, in-office position with competitive base salary and variable compensation.
KEY RESPONSIBILITIES
Client Leadership & Relationship Management
Serve as a primary advisor to clients, leading discovery conversations, planning discussions, and ongoing relationship management.
Build and sustain long-term client relationships through trust, credibility, and consistent delivery of high-quality advice.
Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
Financial Planning & Advisory Delivery
Deliver comprehensive financial planning using Allworth's 7 Personal Decision Points™ framework.
Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans.
Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to support holistic client outcomes.
Conduct regular reviews to ensure plans remain aligned with client goals and fiduciary standards.
Office Leadership & Culture Contribution
Maintain a strong in-office presence and serve as a collaborative, engaged member of the Phoenix team.
Lead by example in professionalism, preparation, and client experience.
Actively contribute to office culture, collaboration, and shared accountability.
Support team initiatives, mentoring, and knowledge sharing as appropriate.
Communication & Documentation
Communicate planning strategies, recommendations, and investment updates clearly and confidently.
Maintain accurate documentation and follow-up in Allworth's CRM system.
Provide thoughtful feedback to leadership to support continuous improvement.
REQUIREMENTS
CFP or ChFC designation required.
Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
Minimum five years of client-facing wealth management or financial planning experience.
Demonstrated ability to operate independently while collaborating effectively within a team.
Strong leadership presence with the ability to influence, mentor, and model best practices.
High emotional intelligence, professionalism, and discretion.
Thrives in an in-office, team-oriented environment.
Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy
Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
$44k-87k yearly est. Auto-Apply 5d ago
Financial Advisor
Fullerton Financial Planning
Finance advisor job in Peoria, AZ
We seek a knowledgeable and client-focused FinancialAdvisor to provide individuals and businesses with expert financial planning and investment advice. The ideal candidate will assess clients' financial goals, risk tolerance, and current financial status to develop customized strategies for wealth management, retirement planning, and tax optimization.
Key Responsibilities:
Conduct in-depth financial assessments to understand clients' short-term and long-term financial objectives.
Develop personalized financial plans, including investment strategies, retirement planning, insurance, and tax strategies.
Recommend suitable financial products based on client's needs and risk profiles.
Monitor and review clients' portfolios regularly, adjusting strategies due to market changes or life events.
Educate clients on financial concepts, investment risks, and opportunities.
Build and maintain strong client relationships through trust and transparency.
Stay updated on financial regulations, market trends, and economic conditions.
Collaborate with tax professionals, attorneys, and other specialists to provide comprehensive advice.
Meet sales and revenue targets while adhering to compliance and ethical standards.
Work within an advisor team structure.
Required Qualifications & Skills:
Minimum 2 years of proven experience as a FinancialAdvisor, Wealth Manager, or similar role.
Strong understanding of financial markets, investment products, and tax laws.
Excellent communication, negotiation, and interpersonal skills.
Analytical mindset with attention to detail.
Ability to work independently and as part of an advisor team.
Life/Health Insurance license and Series 65 or equivalent.
Proficiency in financial planning software (e.g., RightCapital, eMoney, MoneyGuidePro) and CRM tools (Salesforce preferred).
Preferred Qualifications:
Bachelor's or master's in finance, economics, business, or a related field.
Relevant certifications such as CFP , CFA, ChFC.
Experience with high-net-worth clients or niche markets (e.g., retirement planning, estate planning).
Existing client base or book of business.
"Core" Competencies:
Creative problem-solving and strategic thinking.
Optimistic mindset and attitude.
Results-driven.
Entrepreneurial mindset.
Benefits & Perks:
Competitive salary with base + commission and/or bonus potential.
W-2 employee.
Health, dental, vision, and retirement benefits.
Professional development support (licensing, continuing education).
Join our team as a FinancialAdvisor where you can make a significant impact on clients' lives by guiding them towards achieving their financial aspirations! We have multiple offices in the Phoenix Metro area.
$44k-87k yearly est. 60d+ ago
Financial Advisor/Representative
Nyc 4.4
Finance advisor job in Phoenix, AZ
Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 159 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.
Our Northwestern Mutual offices in the Phoenix area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the greater Phoenix areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.
Job Description: Interns with the Northwestern Mutual Financial Network have the same opportunities to build their careers as full-time representatives. Supported by our network of specialists, training programs and mentoring opportunities, interns have access to the resources, products and assistance they need to help their clients and build their practices.
Like Financial Representatives, interns strive to understand their clients' goals and visions in order to uncover financial solutions that put them on a path to success. Financial Representative interns are in business for themselves - but they're not alone to uncover financial solutions that put them on a path to success.
Accolades, Ratings and Assessments:
• Northwestern Mutual consistently earns the best possible insurance financial strength ratings from the four major financial ratings services. (Moody's Aaa, 4/2015; Standard & Poor's AAA, 6/2015; Fitch Ratings AAA, 6/2015; and A.M. Best Company A++, 6/2015. All ratings are subject to change.
• The Northwestern Mutual Financial Network was named as having One of America's Top Ten Internships for 2015 by Vault Guide to Top Internships, 2015 edition. It has held this rank for nineteen consecutive years.
Opportunity: Your local network office provides tools, resources and training to help you discover and build your markets to develop a successful practice as a Financial Representative intern. At Northwestern Mutual we believe training is a process, not an event. Can you envision a life of real world compensation, freedom and calling your own shots? Many college students cannot. The Northwestern Mutual Financial Network internship is a valuable opportunity for students to combine classroom learning with a real-life look into what they could truly make of themselves.
For more information, visit our Web site at ****************
Qualifications
Preferred qualifications: To be considered for the position, you must be a full-time student at a four year institution. You must have strong interpersonal skills, be self-motivated and have a history of personal success.
Additional Information
Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the
life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE
magazine has surveyed industry executives and analysts 38 times to identify the companies that are
among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that
distinction.
Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling
Power Magazine and recognizes as the best company to sell for in the financial services industry.
Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a
Career”.
Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry).
Ranking organizations that excel at training and leadership development, Training magazine ranked
Northwestern Mutual among its “Training Top 125”.
Ranked among the Top 10 independent broker-dealers as measured by total revenues by the
leading investment industry publications: Investment News; FinancialAdvisor magazine; Financial
Planning magazine; Investment Advisor magazine.
All your information will be kept confidential according to EEO guidelines.
$44k-84k yearly est. 1d ago
Financial Advisor
MBE Wealth
Finance advisor job in Chandler, AZ
What's the role?
FinancialAdvisors 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 financialadvisor 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.
Excellent personal skills when dealing with clients of all ages and from all walks of life.
Great Perks and Benefits:
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.
Incredible potential for upward mobility and career growth.
What will my schedule look like?
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.
$44k-87k yearly est. 28d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Gilbert, AZ
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$59k-104k yearly est. Auto-Apply 13d ago
NEW INVESTOR ADVISOR - Licensed LOAN OFFICER (MLO )
Arizona Seller Financing
Finance advisor job in Scottsdale, AZ
Are you experienced working with investors?
Job Description
Handle our inbound leads that originate from our company marketing which attracts investors for our Seller Financing program. These investors qualify for traditional mortgages. Our investor leads are easy to convert to clients because our seller financing program gives these investors the majority of their down payment back at the start of the investment making these investment near\-zero down investor financing and making these investments very low risk. This position will convert multiple investor leads monthly. Most of our investors become repeat customers.
If you have experience originating investor mortgages this may be the perfect position for you.
Qualified candidate for either position should possess the following:
REQUIRED: Active Arizona Mortgage Loan Originator (MLO) License
Valid Arizona driver's license with dependable transportation
Cell phone and laptop computer
Have good organization skills, good follow\-up skills
School Diploma or equivalent \- Bachelor's degree (B.A.) from four\-year College or University preferred
Maintain current and thorough knowledge of all lending programs policies, procedures, and regulatory requirements.
Strong familiarity of mortgage processes, procedures, rules, regulations, and compliance.
Proficient computer skills including experience with Adobe and Microsoft Products.
Computer skills with ability to learn loan origination systems and automated underwriting systems.
A successful advisor will have the opportunity to move into management.
For a confidential interview:
Respond to this posting and attach your resume
Stop competing with 100s of loan officers for the same traditional client.
Shift your business to purchase business that has little to no competition!
Creative financing sells homes!
Company Overview
Arizona Seller Financing, an Arizona licensed mortgage lender, is a valley\-wide leader in Seller Financing. Get out of the traditional mortgage rat race and join a company who offers mortgage products with no competition. Originate traditional mortgages and seller\-financed mortgages via our seller financing lead platform.
Other Positions Available
NEW CLIENT ADVISOR
NEW INVESTOR ADVISOR
Management positions available for successful advisors
Requirements
Qualified candidate for either position should possess the following:
REQUIRED: Active Arizona Mortgage Loan Originator (MLO) License
Valid Arizona driver's license with dependable transportation
Cell phone and laptop computer
Have good organization skills, good follow\-up skills
School Diploma or equivalent \- Bachelor's degree (B.A.) from four\-year College or University preferred
Maintain current and thorough knowledge of all lending programs policies, procedures, and regulatory requirements.
Strong familiarity of mortgage processes, procedures, rules, regulations, and compliance.
Proficient computer skills including experience with Adobe and Microsoft Products.
Computer skills with ability to learn loan origination systems and automated underwriting systems.
A successful advisor will have the opportunity to move into management.
Benefits
Company Matching 401k (waiting period may apply)
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Einstein AI is one of the most unique Crypto companies in the World, a Binance Partner and currently one of the top trading Algorithm's in the world. Our AI software algorithm, risk management software and top traders monitoring the market are seeing a minimum monthly trading ROI of 20%. We are looking for a very select team of Brokers, worldwide to work closely with Einstein and Binance to onboard clients investing in Cryptocurrency. A Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and can use our Global office facilities via WeWork. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!!
As an Einstein AI Broker you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best trading firm in the industry with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely, and allowing you to focus on new clients. If you recognise the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us!
Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience in Trading/Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AIPlatform so that you can understand Einstein AI and see the opportunity in front of us.
We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients.
Our culture is work hard - play hard. We are working on a game changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it.
In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that is currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world.
Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup.
All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 20k USD in BTC equivalent. We do not accept less than 20k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end.
As a broker when you bring a client into the system they will be assisted in setting up a Binance account and connecting to Futures, Margin and Spot accounts. Currently our trading algorithm is 87% win percentage.. All Brokers will receive residuals from the leverage trading and all accounts are set up on our proprietary leverage algorithm.
Einstein AI does not have wallets on our system, they are on the exchanges we trade on themselves so the funds are as safe as being in the bank and we guarantee the safety of the funds 100% insured. Your funds never leave your trading account on Bitmex or Binance unless you request a withdrawal which can be done directly or through Einstein AI depending on your account setup.
Responsibilities
Requirements
Source new client relationships while educating them on the Einstein AI Opportunity and Bitcoin
Maintain strong relationships with existing clients
Work closely with trading and operations teams to successfully onboard new Investors
Build a working understanding of crypto, its ongoing development and history
Required Skills
3+ years in sales (preferably in the financial sector) or an established network of potential investors
Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals
Fluent in English
Ability to understand the crypto sales and trading environment
Genuine curiosity/passion for the crypto industry
Benefits
Bonus is extensive for large portfolios, also with quota met you will be given access to our private group inside
Einstein AI
USA Office
415 Mission Street
San Francisco, CA 94105
Europe Office
71-91 Aldwych
London WC2B 4HN
SE Asia Office
8 Cross Street
Singapore 048424
Website
*****************
$69k-133k yearly est. 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance advisor job in Phoenix, AZ
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 43d ago
Financial Audit Intern
Arizona Department of Administration 4.3
Finance advisor job in Phoenix, AZ
AUDITOR GENERAL
The Arizona Auditor General serves as an independent source of impartial information concerning State and local governmental entities and provides specific recommendations to improve the operations of those entities. We achieve our mission through the thoroughly specific research, audits, and investigations of our professional team members who educate stakeholders through our reports, alerts, and reviews. Since 1969, our office has continued to innovate, grow, and become one of the most highly regarded leaders in our field.
Join our team and make a positive difference in your community by promoting better government for all Arizona's citizens. We look forward to working with you!
Financial Audit Intern AUDITOR GENERAL
You must apply on our website for this position.
Job Location:
Address: 2910 N. 44th St., Ste. 410
Phoenix, AZ 85018
Posting Details:
Salary: $20 per hour and potential eligibility for college credit
You must apply on our website for this position.
Key Responsibilities:
Help conduct financial statement and compliance audits.
Learn and apply the AICPA's generally accepted auditing standards, U.S. Government Auditing Standards, and other federal auditing requirements to our auditees.
YOU MUST APPLY ON OUR WEBSITE FOR THIS POSITION. You will be able to upload your resume, unofficial transcripts, and cover letter explaining how your skills are a good fit for the position.
Qualifications:
Be in your junior or senior year of your accounting bachelor's degree program and have completed some upper division accounting classes or be in a master's degree program.
Interest in public service and improving State government.
Strong verbal and written communication skills.
Well-developed interpersonal skills.
HOURS: Flexible hours, 15-40 hours per week, to meet your school schedule.
Ready to start your new career? Apply here.
AN EQUAL EMPLOYMENT OPPORTUNITY AGENCY
Contact Us:
If you have any questions, please contact *********************** for assistance.
$20 hourly 60d+ ago
Financial Analyst Intern - Investments
Brookfield 4.3
Finance advisor job in Scottsdale, AZ
Business
At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind - creating the best places to call home. From the development of award-winning, master-planned communities to the creation of well-designed homes, we are committed to cultivating exceptional life experiences for our customers, partners, employees, and members of the community.
As part of Brookfield - one of the largest alternative asset managers in the world - we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to multifamily residences, hospitality establishments, and mixed-use structures - we are reimagining real estate from the ground up.
If you're ready to be a part of our team, we encourage you to apply.
Job Description
Your Team
Brookfield Residential's Summer Internship Program is designed to provide students with a unique opportunity to learn, grow, and contribute to the success of our projects and operations. This internship program is open to highly motivated and driven students who are eager to explore the development and residential real estate industry, gain practical experience, and make meaningful contributions to our team. The Summer Internship Program will begin on May 25, 2026 and conclude on August 14, 2026.
Job Summary:
As a Financial Analyst Intern, you will work closely with our investment team to support the financial planning, analysis, and decision-making processes that drive our projects. This internship provides an excellent opportunity to apply your financial knowledge, develop practical skills, and gain insight into the land development industry.
Key Responsibilities:
Financial Modeling: Assist in creating and maintaining financial models for potential and operational land development projects, including cash flow analysis and forecasting.
Market Analysis: Conducts research on real estate market trends, property values, and economic conditions to identify and support potential market opportunities.
Data Analysis: Analyze financial and market data to identify trends, risks, and opportunities related to project performance and investment returns.
Investment Committee Packages: Work closely with the investments team to prepare IC presentations, and summaries for senior management and key stakeholders.
Due Diligence: Support the evaluation of potential development sites by understanding required feasibility studies and risk assessments.
Collaboration: Work with cross-functional teams, including project managers and legal advisors, to ensure alignment on investment objectives.
Qualifications:
Education: Currently pursuing a bachelor's in Finance, Accounting, Economics, Real Estate, or a related field.
Technical Skills: Proficient in Microsoft Excel, with experience in financial modeling and data analysis.
Analytical Skills: Strong problem-solving abilities and attention to detail, with the ability to analyze complex financial data.
Communication: Excellent verbal and written communication skills, with the ability to present findings clearly and effectively.
Team Player: Ability to collaborate effectively in a fast-paced, team-oriented environment.
Interest in Real Estate: Passion for the real estate and land development industry is highly preferred.
Ability to work 40 hours per week Monday - Friday.
Must possess reliable transportation.
Benefits:
Competitive compensation.
Hands-on experience in a real-world financial environment.
Networking opportunities with industry professionals.
Professional development through mentorship and training.
Potential for full-time opportunities post-graduation.
Brookfield Residential participates in the E-Verify process to confirm the eligibility of candidates to work in the United States.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
$33k-45k yearly est. Auto-Apply 6d ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Finance advisor job in Chandler, AZ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
Required Qualifications:
- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
Desired Qualifications:
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
Shift:
1st shift (United States of America)
Hours Per Week:
40
$47k-76k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Fullerton Financial Planning
Finance advisor job in Tempe, AZ
We seek a knowledgeable and client-focused FinancialAdvisor to provide individuals and businesses with expert financial planning and investment advice. The ideal candidate will assess clients' financial goals, risk tolerance, and current financial status to develop customized strategies for wealth management, retirement planning, and tax optimization.
Key Responsibilities:
Conduct in-depth financial assessments to understand clients' short-term and long-term financial objectives.
Develop personalized financial plans, including investment strategies, retirement planning, insurance, and tax strategies.
Recommend suitable financial products based on client's needs and risk profiles.
Monitor and review clients' portfolios regularly, adjusting strategies due to market changes or life events.
Educate clients on financial concepts, investment risks, and opportunities.
Build and maintain strong client relationships through trust and transparency.
Stay updated on financial regulations, market trends, and economic conditions.
Collaborate with tax professionals, attorneys, and other specialists to provide comprehensive advice.
Meet sales and revenue targets while adhering to compliance and ethical standards.
Work within an advisor team structure.
Required Qualifications & Skills:
Minimum 2 years of proven experience as a FinancialAdvisor, Wealth Manager, or similar role.
Strong understanding of financial markets, investment products, and tax laws.
Excellent communication, negotiation, and interpersonal skills.
Analytical mindset with attention to detail.
Ability to work independently and as part of an advisor team.
Life/Health Insurance license and Series 65 or equivalent.
Proficiency in financial planning software (e.g., RightCapital, eMoney, MoneyGuidePro) and CRM tools (Salesforce preferred).
Preferred Qualifications:
Bachelor's or master's in finance, economics, business, or a related field.
Relevant certifications such as CFP , CFA, ChFC.
Experience with high-net-worth clients or niche markets (e.g., retirement planning, estate planning).
Existing client base or book of business.
"Core" Competencies:
Creative problem-solving and strategic thinking.
Optimistic mindset and attitude.
Results-driven.
Entrepreneurial mindset.
Benefits & Perks:
Competitive salary with base + commission and/or bonus potential.
W-2 employee.
Health, dental, vision, and retirement benefits.
Professional development support (licensing, continuing education).
Join our team as a FinancialAdvisor where you can make a significant impact on clients' lives by guiding them towards achieving their financial aspirations! We have multiple offices in the Phoenix Metro area.
$44k-87k yearly est. 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Gilbert, AZ
Becoming a financialadvisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$59k-104k yearly est. Auto-Apply 12d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance advisor job in Phoenix, AZ
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**Responsibilities**
+ Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies
+ Learns the Cardinal systems to track and validate the calculations of supplier rebates
+ Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly
+ Assist vendors and internal sourcing teams with any disputes/inquiries
+ Assist internal cash team with payment application details for vendor payments
+ Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy
**_Qualifications_**
+ 3-6 years of experience, preferred
+ Bachelor's degree in related field, preferred, or equivalent work experience, preferred
+ Proficient in Microsoft Office Suite (e.g. Excel)
+ Experience with SAP or similar ERP systems
+ Experience with contracts and agreements
+ Strong organizational skills
+ Strong communication skills
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500 - $96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 35d ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Finance advisor job in Chandler, AZ
Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
**Required Qualifications:**
**-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
**Desired Qualifications:**
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
How much does a finance advisor earn in Scottsdale, AZ?
The average finance advisor in Scottsdale, AZ earns between $32,000 and $119,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Scottsdale, AZ
$62,000
What are the biggest employers of Finance Advisors in Scottsdale, AZ?
The biggest employers of Finance Advisors in Scottsdale, AZ are: