Bank of America in Chandler, Arizona is seeking a financial advisor to provide prospects and self-directed investors with financial guidance tailored to their needs. This role involves educating clients about investment products and services while delivering exceptional customer service.

Qu ...Read more

Key responsibilities

• Provide prospects and self‑directed investors with financial guidance and assistance based on their needs to deepen existing relationships
• Educate potential and existing clients about investment products, services, and trading strategies offered by t ...Read more

Cardone Ventures LLC in Scottsdale, AZ, is seeking a 10X Finance Services Consultant to offer strategic financial advice and optimize client operations. The role requires a Bachelor's degree in finance or accounting and at least 5 years of relevant experience.

The ideal candidate will analy ...Read more

Thornburg Investment Management is seeking a Senior Investment Consultant for the Arizona-Southwest Region. This role focuses on executing a sales strategy and selling mutual funds, ETFs, and SMA products to financial advisors in the region.

The ideal candidate will have a proven track reco ...Read more

Desert Financial Credit Union is seeking a Member Solutions Representative in Gilbert, Arizona. This role requires delivering exceptional service and support to members across various financial needs, ensuring accuracy and compliance in transactions.

The ideal candidate possesses a high sch ...Read more

GRAND CANYON UNIVERSITY is seeking a Student Services Counselor to support campus students in academic and financial counseling. This role focuses on building relationships and ensuring students meet their academic and financial requirements.

Responsibilities include providing multi-channel ...Read more

Investment Consultant

What is the opportunity?

Expand and deepen the network of Independent Financial Advisors, CPAs and attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment s ...Read more

City National Bank is seeking an experienced Investment Consultant in Phoenix, AZ, to expand and deepen networks with Independent Financial Advisors, CPAs, and attorneys. This role involves developing referral relationships and managing new assets under investment management.

The ideal cand ...Read more

INVESTMENT CONSULTANT

WHAT IS THE OPPORTUNITY?

Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest inále investment se ...Read more