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Financial associate Jobs in Glendale, AZ

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Financial associate • glendale az

Last updated: 16 hours ago

Associate Financial Advisor

BairdPhoenix, AZ, United States
Full-time

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management soluti... Show more

Senior Financial Associate

Royal Bank of CanadaPhoenix, AZ, United States
Full-time

As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business.You will have the ability to func... Show more

Financial Advisor

Moors & CabotPhoenix, AZ, United States
Full-time

In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base.This results-driven role will be responsible for designing and... Show more

Associate Financial Advisor

Northern Trust CorporationPhoenix, AZ
$85,330.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Financial Specialist

Department of JusticePhoenix, AZ, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

Financial Analyst

Leslie's PoolmartPhoenix, AZ, United States
Full-time

Founded in 1963, Leslie's is the largest and most trusted direct-to-consumer brand in the U.We serve the aftermarket needs of residential and professional consumers with an extensive and largely ex... Show more

Senior Financial Associate

RBCPhoenix, AZ, United States
Full-time

As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business.You will have the ability to func... Show more

Financial Accountant

The French AgencyPhoenix, AZ, United States
$70.00 hourly
Full-time

Salary: $70-95K base DOE + bonus + potential equity.We are seeking a Financial Accountant to join a dynamic and growing company.The ideal candidate will be responsible for preparing financial repor... Show more

Financial Advisor

Global Credit UnionGlendale, AZ, United States
$19.00 hourly
Full-time

Reports to: Manager, Investment Services.Primary Functions: Responsible for developing new business and servicing existing accounts in alignment with goals & industry requirements.Meet with existin... Show more

Associate Financial Advisor

Baird CapitalPhoenix, AZ, United States
Full-time

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management soluti... Show more

Financial Advisor

BmoPhoenix, AZ, United States
$51,800.00 yearly
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

Financial Advisor

Renaissance FinancialPhoenix, AZ, United States
Full-time

Renaissance Financial Job Opportunity.What we do is not just a job it is a passion.Renaissance Financial is a comprehensive financial strategies firm with locations in St.Louis, Overland Park, Oma... Show more

Financial Advisor

Northwestern MutualPhoenix, AZ, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Associate Financial Advisor

Northern TrustPhoenix, AZ, United States
$85,330.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Financial Coordinator

WVPD ParternshipPeoria, AZ, US
$19.00 hourly
Full-time

Job Vacancy: Financial Coordinator at WVPD Partnership.WVPD Partnership, a renowned leader in orthodontic financial management solutions, is excited to announce an open position for a Financial Coo... Show more

Associate Financial Advisor - BMO Bank

LPL FinancialPhoenix, AZ, United States
Full-time

LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at BMO Bank in Phoenix, AZ would allow you to join the Investment Progra... Show more

Financial Consultant

WealthBridge Financial GroupGlendale, AZ, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented .In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and st... Show more

Financial Analyst

Veregy, LLCPhoenix, AZ, United States
Full-time

Veregy is an award-winning NAESCO-Accredited decarbonization company focusing on accelerating and simplifying Energy Transition.We provide turnkey engineering and construction services designed to ... Show more

 • New!

Financial Analyst

JLM Strategic Talent PartnersPhoenix, AZ, United States
$20.00 hourly
Full-time

We are seeking a Financial Analyst to join our team.In this role, you will analyze the company's financial data to assist us in making the best possible decisions to reduce costs and improve financ... Show more

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Associate Financial Advisor

Associate Financial Advisor

BairdPhoenix, AZ, United States
30+ days ago
Job type
  • Full-time
Job description

Associate Financial Advisor

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.

The Impact You'll Make:

  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
  • Review, research and analyze data to create customized, annual financial plans for clients
  • Deliver the financial plan to clients in partnership with the Financial Advisor/Team
  • Connect with next generation clients through planning
  • Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
  • Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point
  • Document, follow up, and support the closing of opportunities identified from the financial planning process
  • Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities
  • Performs other duties and special projects as necessary

What You'll Bring to Baird:

  • Must have an undergraduate degree in Finance, Accounting, Economics or equivalent
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Minimum of three years of investment experience in a client facing role
  • Excellent presentation skills, very strong interpersonal and written communication skills
  • Proven self-starter, highly motivated, with the ability to work independently

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.