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Financial representative Jobs in Tempe, AZ

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Financial representative • tempe az

Last updated: 3 days ago

Financial Advisor

GoldBook FinancialScottsdale, AZ, US
$51,000.00 yearly
Full-time

About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners.We pride ourselv... Show more

Financial Consultant

WealthBridge Financial GroupScottsdale, 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 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

Financial Advisor

VanguardScottsdale, AZ, United States
Full-time

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX.In this role, you will build and maintain ... Show more

Financial Advisor

Heffernan Insurance BrokersScottsdale, AZ, United States
Full-time

Heffernan Financial is seeking an experienced, driven, and focused Financial Advisor to join its growing team.The Financial Advisor will work with individuals and businesses to meet long-term inves... Show more

Financial Analyst

The Resource Link, IncPhoenix, Arizona, USA
Permanent

Our client is growing organically and through acquisitions.If you are looking for a mix of FP&A meets operations and data, this is a great opportunity for you.This individual needs to be savvy with... Show more

Financial Services Representative – State Farm Agent Team Member

Kevin Mcgraw - State Farm AgentPhoenix, AZ, US
$85,000.00 yearly
Full-time

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you!... 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 Representative - Seeking Growth

Foster Region - Modern Woodmen of AmericaPhoenix, AZ, US
$97,000.00 yearly
Full-time

The Foster Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region.This opportunity is ideal for someone who currently holds the... Show more

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyPhoenix, AZ, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

Financial Trainer

RPM LivingPhoenix, AZ, United States
Full-time

The Financial Trainer is responsible for leading the organization's financial strategy for operations, serving as a subject matter expert and advisor whose work directly impacts financial accuracy,... Show more

Financial Consultant

United Health GroupPhoenix, AZ, United States
$72,800.00 yearly
Full-time

This position is National Remote.You'll enjoy the flexibility to telecommute* from anywhere within the U.For all hires in Minneapolis, Virginia, Maryland, or Washington, D.Optum is a global organiz... 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

Financial Services Representative

Touchstone WealthScottsdale, AZ, US
Full-time

As human beings we have a strong intrinsic need for safety and security.It could be said that at some level our happiness depends on it.We believe that financial peace of mind forms the fabric of s... Show more

Financial Specialist

Arizona State UniversityTempe, AZ, United States
$57,900.00 yearly
Part-time

Performs routine accounting auditing duties.Ensure the accurate recording and reporting of a unit's financial transactions.Position Salary Range: $46,300 - $57,900 per year; DOE.Analyzes and prepar... Show more

Financial Services Representative - State Farm Agent Team Member

Peggy Langin - State Farm AgentPhoenix, AZ, US
$30,000.00 yearly
Part-time

As a financial services rep with Peggy Langin State Farm Agency,  you will successfully market the financial products that manage everyday risks.Your proficient knowledge of financial products rein... Show more

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

Financial Advisor

Strategic People AdvisorsScottsdale, AZ, US
$100,000.00 yearly
Full-time
Quick Apply

About Strategic People Advisors Strategic People Advisors (https:.We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financia... Show more

Financial Counselor

Pinnacle FertilityScottsdale, AZ, United States
$19.00 hourly
Full-time

Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide.Guided by our mission of fulfilling d... Show more

Financial Advisor

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

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

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Financial Advisor

Financial Advisor

GoldBook FinancialScottsdale, AZ, US
30+ days ago
Salary
$51,000.00 yearly
Job type
  • Full-time
Job description
About Us: GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated financial strategies and holistic planning for individuals and business owners. We pride ourselves on a culture of integrity, specialized expertise, and a commitment to helping our clients achieve long-term financial independence through personalized service. The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping our clients' futures by delivering comprehensive financial guidance and customized investment solutions. This mid-level position offers the autonomy to manage a diverse portfolio while leveraging our firm's extensive resources to drive growth and enhance client retention. Job Responsibilities: * Develop and implement comprehensive financial plans tailored to clients' specific life goals, risk tolerance, and time horizons. * Conduct regular portfolio reviews and proactive client consultations to adjust strategies based on changing market conditions or life events. * Actively prospect and network to identify high-net-worth individuals and corporate clients to expand the firm's book of business. * Collaborate with internal specialists in tax, estate, and insurance planning to provide a truly holistic wealth management experience. * Maintain rigorous compliance with all industry regulations and firm policies to ensure the highest standards of ethical practice. Desired Qualifications: * Bachelor's degree in Finance, Economics, Business Administration, or a related field. * Minimum of 3-5 years of successful experience in financial advisory or wealth management services. * Active FINRA Series 7 and Series 66 (or 63 and 65) licenses. * Proven track record of meeting production goals and maintaining long-term client relationships. * Exceptional communication and presentation skills with the ability to explain complex concepts simply. Nice-to-Haves: * Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA) designation. * Active Life, Accident, and Health Insurance licenses. * Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar. * An existing transferable book of business or a strong local professional network. * Advanced degree, such as an MBA or a Master's in Finance. https://goldbookfinancial.com/ #LI-GF1