Personal Financial Advisor Jobs in Arizona

A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.

Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.

1-15 of 16 Jobs

Private Wealth Advisor / Director

  • Scottsdale, AZ
  • 12 hours ago
  • Scottsdale, AZ
  • 12 hours ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Wealth Advisor

  • Scottsdale, AZ
  • 21 hours ago
  • Scottsdale, AZ
  • 21 hours ago

Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona....

Centralized Wealth Advisor III

  • Phoenix, AZ
  • 2 days ago
  • Phoenix, AZ
  • 2 days ago

Provide individual financial planning cases....

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

  • Phoenix, AZ
  • 10 days ago
  • Phoenix, AZ
  • 10 days ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

Private Wealth Advisor III

  • Scottsdale, AZ
  • 15 days ago
  • Scottsdale, AZ
  • 15 days ago

Certified Financial Planner is preferred. Broad knowledge of all facets of wealth management. In-depth / expert knowledge of Bank products, services and capabilities....

Senior Wealth Advisor

  • Phoenix, AZ
  • 17 days ago
  • Phoenix, AZ
  • 17 days ago

financial planner, investment advisor Representative, or wealth manager....

Wealth Advisor

  • Scottsdale, AZ
  • 25 days ago
  • Scottsdale, AZ
  • 25 days ago

management offer....

Regional Consultant, Wealth Management - West

  • Tempe, AZ
  • 27 days ago
  • Tempe, AZ
  • 27 days ago

To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing...

Regional Consultant, Wealth Management - West

  • Phoenix, AZ
  • 29 days ago
  • Phoenix, AZ
  • 29 days ago

To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management : Responsible for helping advisors service existing...

PWM Private Wealth Advisor

  • Scottsdale, AZ
  • 30+ days ago
  • Scottsdale, AZ
  • 30+ days ago

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Wealth Management Advisor - Uptown Phoenix

  • Scottsdale, AZ
  • 60+ days ago
  • Scottsdale, AZ
  • 60+ days ago

At Wealth Management from U.S. Bank and U.S....

Wealth Management Advisor - Uptown Phoenix

  • Phoenix, AZ
  • 60+ days ago
  • Phoenix, AZ
  • 60+ days ago

At Wealth Management from U.S. Bank and U.S....

Wealth Advisor

  • Flagstaff, AZ
  • 60+ days ago
  • Flagstaff, AZ
  • 60+ days ago

Licenses and Certifications FINRA Registration: SIE, Series 7, 63/65 (or 66), required AZ Life, Health and Variable Products License, required Certified Financial Planner (CFP), preferred Why join the...

Wealth Advisor Business Development, Ultra-High Net Worth

  • Phoenix, AZ
  • 90+ days ago
  • Phoenix, AZ
  • 90+ days ago

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....

Senior Wealth Advisor

  • Scottsdale, AZ
  • 90+ days ago
  • Scottsdale, AZ
  • 90+ days ago

In-depth knowledge of financial planning, investment strategies, and industry regulations....

Demographic Data for Arizona

Moving to Arizona? Find some basic demographic data about Arizona below.


Local
National
7,152,939
153,803

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

Salary for Personal Financial Advisor Jobs in Arizona

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.



Highest Education Level

Personal Financial Advisors in Arizona offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%

Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Arizona
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%


Other Career Titles

Here are some other career titles that require similar skills



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