Job Board

Job Board

As a benefit to our members, jobs may be posted for up to 90 days at no charge. Please note, however, that we reserve the right to reject listings that are misleading, inaccurate, outdated, or otherwise not in our members' best interests.

To Submit an Advertisement: Email the text exactly as you would like for it to appear on the website to Job.Board@FPAofPhoenix.org. We do not adjust or make changes to the ads so it must be print ready. Please send as Microsoft Word document and include the following:

  • Job Title
  • Description or details of the position
  • Geographic location of the position
  • Your contact information or how to apply 

Once we receive the ad the job will be posted online within 48-72 hours. 

To find jobs on the FPA National website, please visit: http://careers.oneFPA.org/
  • Friday, September 17, 2021 2:07 PM | Anonymous

    Client Service Associate Scottsdale Quarter HQ (north Scottsdale) needed for high paced, rapidly growing investment management firm

    Description:

    The Client Service Associate (CSA) role is a support position providing dedicated operational support to multiple Financial Advisors (FAs) across multiple states. This includes involvement in day-to-day office initiatives in addition to the businesses of the particular FAs. For established clients, the CSA will often serve as the most frequent point of contact.

    A successful candidate will possess impeccable attention to detail, as well as the ability to develop and maintain collaborative relationships both internally and with external clients. Demonstrated passion for delivering exceptional client service. The ability to multitask, prioritize tasks and identify when to escalate issues.

    CSA will work under direct supervision of assigned Team Leader. Candidate will have ability to take direction and be coachable. Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines.

    Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Microsoft Outlook. General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases.

    Candidate must pass a background check.

    Duties

    • ·         Answer in-bound phone and e-mail inquiries
    • ·         Professionally manage greeting clients, prospects and vendors
    • Responsible for the onboarding of clients, from the initial setup to the completion of transfer of assets to fund the accounts
    • Responsible for communication with clients who have inquiries including research and troubleshooting of client administrative questions
    • ·         Excellent communication skills both written and verbal and ability to interact with both clients and advisors in a professional manner
    • ·         Responsible for assisting Advisors in their daily servicing of their clients

    Skills Required

    • ·         Intermediate to advanced computer skills
    • Excellent oral & written communications skills
    • High level of confidentiality and professionalism
    • Strong organizational and time management skills
    • High level of attention to detail and accuracy
    • Share a passion for excellence
    • Accountability
    • Demonstrate a positive attitude in all that you do
    • Live a team culture
    • Due to the confidential nature of the activity involved with this position, the individual will be expected to perform these duties with a high degree of professionalism & responsibility

    Education & Experience

    • ·         Associates or Bachelor’s degree preferred, but not necessary
    • ·         Three years related work experience demonstrating outlined duties and skills

    We are willing to train the right candidate.  We offer a competitive salary, benefits and vacation package.  

    Please send resume and cover letter to:  

    William Cerynik, Director of Advisor Development and Services

    email:   wcerynik@at-pw.com

  • Friday, August 13, 2021 2:31 PM | Anonymous

    This position will combine associate advisor and paraplanner responsibilities with a career path of an advisor. This position will support the firm’s lead advisors in serving current client needs on a day-to-day basis. In addition, the position will play a critical role with new and prospective clients using our discovery process to quantify the value we can offer above and beyond their current situation.

    We strive to surprise and delight our clients. Along with all teammates, you will find unique ways to deliver on that goal.

     

    Core Responsibilities:

    • Develop and update financial plans for current and new clients. Be comfortable conversing with clients and participating in client planning dialogs.
    • Document meeting notes and tasks as a result of client meetings, assuring we deliver on all tasks we promise to deliver on.
    • Use analytical capacity to determine and recommend solutions in advanced areas such as retirement planning, tax-efficient distribution planning and investment strategies, social security claiming strategies, employer stock and option planning, deferred compensation planning, pension analysis, estate planning, insurance review and analysis, tax loss harvesting, etc.
    • Use tax background to address tax specific questions for clients, and work with the firm's other advisors to formulate solutions.
    • Excellent verbal and written communication skills.
    • Work with other team members to evaluate/lead new firm-wide strategic initiatives.
    • Promote a culture of compliance by following and enforcing firm policies and procedures and all applicable compliance rules and regulations.
    • Actively participate in industry/community organizations.

    Education/Experience/Technical Qualifications:

    • Bachelor’s degree minimum; Graduate degree preferred.
    • CFP® or CPA certification preferred (Required within 24 months of hire).
    • Minimum of 3 years of financial planning and/or investment advisor experience with direct client responsibilities.
    • Series 65 securities registration required (or completed within 6 months of hire).
    • Knowledge and experience with financial planning software
      • Emoney, VEO One, Morningstar Office, Redtail, iRebal
    • Highly analytical and proficient in Microsoft Excel.
    • Track record of establishing and maintaining successful interpersonal relationships.

    NOTES:


    Additional Salary Information: Depending upon experience

    Internal Number: 1

    About Eaton-Cambridge Inc.

    At Eaton-Cambridge our goal is to help you gain clarity and confidence around your financial goals, so that together, we can build a Bright and Confident Future for you and your family.

    To Apply:  https://www.linkedin.com/search/results/people/?company=Eaton-Cambridge%20Inc.&sid=%3BT3 and "Message Marc Giannone

  • Friday, July 30, 2021 11:49 AM | Anonymous

    Anyone interested in teaching college-level Economics at the Colangelo College of Business at Grand Canyon University?

    • Looking for instructors passionate about bringing economics to life in the college setting – teaching on campus twice/week for the Fall or Spring semester
    • Preference is a graduate degree in economics or an MBA with emphasis in finance and/or economics
    • Industry experience and/or teaching experience would be great as well

    Please contact Erin Boling Erin.Boling@gcu.edu


  • Wednesday, July 28, 2021 2:38 PM | Anonymous

    This role provides support to financial advisors through trading and money movement, and business processing. Responds to ad hoc requests, coordinates/tracks projects.

    Responsibilities and Time Allocation - May change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

    ·         Trading and money movement in client accounts.

    ·         Completion of forms and applications for client and advisor signature.

    ·         Depositing of checks and stock certificates.

    ·         Investment research using MorningStar Advisor Workstation.

    ·         Performing other allowable duties as assigned by the financial advisors and senior staff.

    Back Office Advisor Support Duties - May change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

    ·         Researching and answering questions for clients, if requested and as allowable, related to the servicing of their accounts.

    ·         Review and update client information as needed for client meeting. Attending and participating in client meetings if necessary.

    ·         Managing and resolving client service problems.

    ·         Effective communication with clients and other advisor/staff

    Key Traits of a Successful Paraplanner:

    ·         Direct attention to detail and organization

    ·         Thorough understanding of investment account types (managed vs brokerage) and tax treatment distinctions among various account types

    ·         Knowledgeable regarding features, distinctions and relative strengths of product types, including but not limited to: mutual funds, ETFs, UITs, annuities, CEFs, REITs, BDCs, private placements, term and cash value life insurance, disability, long-term care and hybrid insurance

    ·         Effective and efficient time management

    ·         Polite and clear phone manner and e-mail composition

    ·         Ability to multi-task

    ·         Adherence to rules and regulations as stated and required by advisor, Ameriprise Financial, regulatory agencies

    ·         Ability to support and provide guidance for compliance within the practice

    ·         Positive attitude and sincere willingness to constantly learn and grow

    Education and Other Designations:

    ·         2+ years of similar experience

    ·         Preferably has the following licenses - Series 7, Series 66, and State life, accident and health insurance licenses

    Pay: $17.00 - $28.00 per hour               Job Type: Full-time

    Please email your resume to:

    Zhanet.Kaprelian@ampf.com

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: 9:00 am - 1:00 pm


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PO Box 4130 Scottsdale AZ 85261
info@FPAofPhoenix.org


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