Financial Advisor

3 weeks ago

Scottsdale, United States Bayntree Wealth Advisors Full time

Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we’re looking for a passionate, self-driven Financial Advisor who thrives on building long-term client relationships and delivering exceptional service. If you're eager to provide financial planning guidance without the pressure of finding new clients, this could be the perfect fit for you


What You’ll Do: In this role, you'll primarily focus on working one-on-one with our existing clients, developing deep relationships and helping them achieve their financial goals. From customized financial planning to providing advice on investments, insurance, and retirement, you'll be the trusted advisor clients rely on. You'll also be responsible for calling on leads and nurturing prospects in the sales funnel, ensuring a smooth transition from potential client to long-term partnership. Best of all, you’ll take on established client relationships upon completing training, with additional clients added to your portfolio over time.


Key Traits We’re Looking For:

  • Strong initiative and self-motivation
  • Positive and client-first attitude
  • Ability to nurture and maintain strong client relationships
  • Team-oriented with a collaborative mindset


Qualifications:

  • 3+ years of experience in financial services
  • Series 65 and Life and Health licenses required
  • Excellent verbal and written communication skills
  • Experience with Salesforce is a plus
  • CERTIFIED FINANCIAL PLANNER™ designation preferred


Your Responsibilities:

  • Prepare and present tailored financial plans
  • Assist the lead Advisors with meeting individual and team goals
  • Offer financial planning expertise across investment, insurance, and retirement
  • Build and maintain lasting client relationships
  • Call on leads and manage the prospect pipeline

 

What We Offer:

  • Generous Time Off: We believe in rewarding hard work with time to recharge. Enjoy plenty of paid time off. Flexibility and balance are key to thriving in today’s fast-paced world
  • Comprehensive Retirement Plan: Traditional and Roth 401(k)s with up to a 4% company match, plus guidance on contributing to IRAs. We know financial planning inside and out
  • Health & Wellness: Access to UnitedHealthCare group health insurance, along with dental and life insurance.
  • Team Perks: Monthly free lunches, unlimited Nespresso coffee, tea, and more
  • Giving Back: We support local charities, both financially and through volunteer time. Paid volunteer days let you make a difference in the community.
  • Career Growth: We cover the costs of obtaining additional licenses and certifications, such as your CFP® designation or CPA license.
  • Fun Team Culture: From team events to our annual holiday party, we believe in working hard and celebrating our success together.


If you’re excited about joining a fast-growing team where your work truly makes an impact, we’d love to hear from you Apply now to become part of the Bayntree Wealth Advisors family in Scottsdale.

  • Experienced Financial Advisor/Financial Planner/Wealth Manager

    2 weeks ago

    Scottsdale, Arizona, United States GoldBook Financial Full time

    Unlock Your Potential with GoldBook FinancialWe're seeking experienced Financial Advisors who share our passion for innovation, flexibility, and excellence. Join our team of industry-leading professionals who excel at helping clients achieve financial security.Key Benefits:State-of-the-art technology platforms and toolsDiversified portfolio of investment,...

  • Financial Advisor

    2 weeks ago

    scottsdale, United States Northwestern Mutual Full time

    Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a focus on personalized, holistic solutions that combine insurance and investments, we are dedicated to enhancing our clients' quality of life both now and in the future. Managing significant assets, revenues, and life...

  • Financial Advisor

    3 weeks ago

    Scottsdale, United States Northwestern Mutual Full time

    Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a focus on personalized, holistic solutions that combine insurance and investments, we are dedicated to enhancing our clients' quality of life both now and in the future. Managing significant assets, revenues, and life...

  • Financial Advisor

    3 weeks ago

    Scottsdale, United States Northwestern Mutual Full time

    Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a focus on personalized, holistic solutions that combine insurance and investments, we are dedicated to enhancing our clients' quality of life both now and in the future. Managing significant assets, revenues, and life...

  • Financial Advisor

    3 weeks ago

    Scottsdale, United States Northwestern Mutual Full time

    Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a focus on personalized, holistic solutions that combine insurance and investments, we are dedicated to enhancing our clients' quality of life both now and in the future. Managing significant assets, revenues, and life...

  • Financial Advisor

    2 weeks ago

    scottsdale, United States Bayntree Wealth Advisors Full time

    Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we’re looking for a passionate, self-driven Financial Advisor who thrives on building long-term client relationships and delivering exceptional service. If you're eager to provide financial planning...

  • Financial Advisor

    1 month ago

    Scottsdale, United States Bayntree Wealth Advisors Full time

    Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we’re looking for a passionate, self-driven Financial Advisor who thrives on building long-term client relationships and delivering exceptional service. If you're eager to provide financial planning...

  • Financial Advisor

    1 month ago

    scottsdale, United States Bayntree Wealth Advisors Full time

    Are you ready to take your financial advisory career to the next level with a dynamic, forward-thinking team? At Bayntree Wealth Advisors in Scottsdale, AZ we’re looking for a passionate, self-driven Financial Advisor who thrives on building long-term client relationships and delivering exceptional service. If you're eager to provide financial planning...

  • Financial Advisor

    1 month ago

    Scottsdale, Arizona, United States Touchstone Wealth Full time

    About UsAt Touchstone Wealth, we believe that financial peace of mind is the foundation of strong families and communities. Our mission is to provide exceptional financial services that empower individuals to achieve their long-term goals.Job DescriptionWe are seeking a highly motivated and results-driven Financial Advisor to join our team. As a Financial...

  • Experienced Financial Advisor

    1 month ago

    Scottsdale, Arizona, United States Touchstone Wealth Full time

    About UsAt Touchstone Wealth, we believe that financial peace of mind is the foundation of strong families and communities. Our mission is to provide exceptional financial services that empower individuals to achieve their long-term goals.We're seeking an experienced Financial Advisor to join our team. As a Financial Advisor at Touchstone Wealth, you will...

  • Financial Planner

    4 weeks ago

    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Planner with Prudential Advisors.About the RoleAs a Financial Planner,...

  • Experienced Financial Advisor

    5 days ago

    Scottsdale, Arizona, United States Touchstone Wealth Full time

    About UsWe believe that financial peace of mind is the foundation of strong families and communities. Our mission is to provide exceptional financial services that empower individuals to achieve their goals.As a Financial Advisor at Touchstone Wealth, you will work closely with clients to understand their unique needs and develop tailored solutions to help...

  • Financial Services Professional

    2 weeks ago

    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Professional with Prudential Advisors.About the RoleAs a Financial...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Scottsdale, Arizona, United States Bank of America Full time

    Merrill Financial Solutions AdvisorJoin our team of experienced financial advisors at Bank of America and take the first step towards a rewarding career in wealth management. As a Merrill Financial Solutions Advisor, you will work closely with high-net-worth clients to identify their financial goals and develop personalized investment strategies to help them...

  • Financial Advisor

    4 weeks ago

    Scottsdale, Arizona, United States North Star Resource Group Full time

    Unlock Your Potential as a Financial ConsultantNorth Star Resource Group is seeking a talented and ambitious individual to join our team as a Financial Consultant. As a key member of our organization, you will have the opportunity to build a successful career in financial services, working closely with experienced advisors and mentors to develop your skills...

  • Financial Solutions Advisor

    2 weeks ago

    Scottsdale, Arizona, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionAbout the Role:This is an exciting opportunity to join Bank of America as a Merrill Financial Solutions Advisor. As a key member of our team, you will be responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment goals, and...

  • Financial Planner

    2 weeks ago

    Scottsdale, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAre you a motivated and analytical individual looking to take your career to the next level? Prudential Advisors is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Planner.As a Financial Planner, you will work within a team of experienced professionals to help clients...

  • Financial Planning Associate

    3 weeks ago

    Scottsdale, Arizona, United States Financial Planning Association Full time

    Job Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at the Financial Planning Association. As a key member of our operations team, you will provide dedicated support to our Financial Advisors, ensuring seamless client experiences and exceptional service delivery.Key...

  • Experienced Financial Advisor

    2 weeks ago

    Scottsdale, Arizona, United States Touchstone Wealth Full time

    About UsWe believe that financial peace of mind is the foundation of strong families and communities. Our mission is to provide innovative solutions that empower individuals to achieve their long-term financial goals.Role OverviewAs a Financial Advisor at Touchstone Wealth, you will work closely with clients to understand their unique financial needs and...

  • Financial Services Professional

    1 month ago

    Scottsdale, Arizona, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConsult with clients to understand their financial needs and...