Investment Strategist Jobs in Phoenix AZ

Global Investment Analyst & Assistant Portfolio Manager

Boutique Recruiting • Scottsdale (AZ)

Hybrid

USD 75,000 - 120,000

Medical, dental, vision insurance

401(k) retirement plan

Paid time off

+5

Investment Analyst - Milwaukee WI

Heck Capital Advisors • Scottsdale (AZ)

On-site

USD 65,000 - 85,000

Comprehensive health insurance

401K matching retirement plan

Health Savings Account (HSA)

+2

Senior Wealth Planning Strategist (High Net Worth) – Hybrid

Osaic • Scottsdale (AZ)

Hybrid

USD 140,000 - 160,000

Health insurance

Vision insurance

Dental insurance

+3

Investment Analyst – Milwaukee Analytics & Due Diligence

Heck Capital Advisors • Scottsdale (AZ)

On-site

USD 65,000 - 85,000

Comprehensive health insurance

401K matching retirement plan

Health Savings Account (HSA)

+2

Financial Advisor

Wisepath Group • Scottsdale (AZ)

On-site

USD 100,000 - 250,000

Transition financing

Office space & admin support

Book acquisition pathways

+1

Elite Wealth Strategist - Tax & Estate Planning

Rockefeller Capital Management • Scottsdale (AZ)

On-site

USD 250,000 - 350,000

Portfolio Manager III

Bank of America • Scottsdale (AZ)

On-site

USD 150,000 - 230,000

Investor Services Consultant – Integrated Portfolio (IPS)

Northern Trust • Tempe (AZ)

On-site

USD 70,000 - 100,000

Hybrid Inbound Investment Advisor: Grow Clients’ Futures

Edelman Financial Engines, LLC • Phoenix (AZ)

Hybrid

USD 51,000 - 68,000

Discretionary bonus

Health insurance

401(k) contributions

Senior Strategy & Launch Leader, Investment Platforms

Kestra Financial, Inc. • Tempe (AZ)

On-site

USD 120,000 - 180,000

401(k)

Health insurance

Tuition reimbursement

+2

Senior Investment Consultant & Client Relationship Manager

Morgan Stanley • Scottsdale (AZ)

On-site

USD 120,000 - 180,000

Wealth Management Advisor: Strategic Investment Planner

U.S. Bank • Sun City (AZ)

On-site

USD 65,000 - 80,000

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Wealth Investment Analyst: Mutual Funds & Solutions

Edward Jones • Tempe (AZ)

On-site

USD 90,000 - 130,000

Medical, prescription drugs

Dental and vision insurance

401k retirement plan

+1

Excel-Driven Real Estate Investment Analyst (PE)

Rise48 Equity • Scottsdale (AZ)

On-site

USD 85,000 - 95,000

Competitive Compensation

401(k) Program

Generous paid time off

+1

Senior Financial Advisor

SJS Investment Services • Paradise Valley (AZ)

On-site

USD 120,000 - 230,000

VA/SI Investment Associate — Client Strategy & Analytics

VC Stack • Phoenix (AZ)

Hybrid

USD 88,000 - 176,000

Health and welfare benefits

Tuition assistance

401K savings plan

+1

Sr. Financial Planning Strategist

Osaic • Scottsdale (AZ)

Hybrid

USD 140,000 - 160,000

Health insurance

Vision insurance

Dental insurance

+3

Director, Wealth Management Growth & Relationships

Advisor Growth Strategies LLC • Phoenix (AZ), Northern (KY)

Hybrid

USD 150,000 - 230,000

Paid time off

Health insurance

Family health coverage

+3

Market Consultant

Invesco • Phoenix (AZ)

On-site

USD 65,000 - 70,000

Flexible paid time off

Hybrid work schedule

401(K) matching

+3

Remote Strategy Consultant for Growth & Transformation

Arena Staffing • Arizona City (AZ)

Hybrid

USD 115,000 - 155,000

Remote-work support

Paid time off

401(k)

Investment Consultant - Relationship Manager

PowerToFly • Scottsdale (AZ)

On-site

USD 90,000 - 130,000

Investment Consultant - Relationship Manager

Morgan Stanley • Scottsdale (AZ)

On-site

USD 120,000 - 180,000

Investment Operations Associate

Dynamic Advisor Solutions • Phoenix (AZ)

On-site

USD 50,000 - 53,000

Medical insurance

Vision insurance

401(k)

+3

Head of Strategic Growth — Wealth Management Advisors

Advisor Group Inc. • Scottsdale (AZ)

Hybrid

USD 160,000 - 185,000

Health insurance

401(k)

Paid time off

+1

Director - IA Compliance Platform Administration, Disclosures & Regulatory Filings

Advisor Group • Scottsdale (AZ)

On-site

USD 150,000 - 160,000

Health insurance

Vision insurance

Dental insurance

+3

Investment Strategist Jobs in Phoenix AZ

Global Investment Analyst & Assistant Portfolio Manager

Investment Analyst - Milwaukee WI

Senior Wealth Planning Strategist (High Net Worth) – Hybrid

Investment Analyst – Milwaukee Analytics & Due Diligence

Financial Advisor

Elite Wealth Strategist - Tax & Estate Planning

Portfolio Manager III

Investor Services Consultant – Integrated Portfolio (IPS)

Hybrid Inbound Investment Advisor: Grow Clients’ Futures

Senior Strategy & Launch Leader, Investment Platforms

Senior Investment Consultant & Client Relationship Manager

Wealth Management Advisor: Strategic Investment Planner

Wealth Investment Analyst: Mutual Funds & Solutions

Excel-Driven Real Estate Investment Analyst (PE)

Senior Financial Advisor

VA/SI Investment Associate — Client Strategy & Analytics

Sr. Financial Planning Strategist

Director, Wealth Management Growth & Relationships

Market Consultant

Remote Strategy Consultant for Growth & Transformation

Investment Consultant - Relationship Manager

Investment Consultant - Relationship Manager

Investment Operations Associate

Head of Strategic Growth — Wealth Management Advisors

Director - IA Compliance Platform Administration, Disclosures & Regulatory Filings

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