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 Please note, however, that we reserve the right to reject listings that are misleading, inaccurate, outdated, or otherwise not in our members' best interests.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 admin@FPAofPhoenix.org, subject line: Job Board Posting Request.

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, May 20, 2022 8:16 AM | Anonymous

    SUJAY KOLPURU

    9858 E Gray Rd

    Scottsdale, AZ, 85260

    (480) 773-0927

    sujay.kolpuru@gmail.com

     

    Career Objective

    Quality-oriented high school student (3.9 GPA) with 2+ years of hands-on experience and a proven knowledge of entrepreneurial leadership and financial management. Aspiring to take advantage of these abilities to successfully fill a beginning role at your company. Frequently praised as hard-working by my peers, I can be relied upon to help your company achieve its goals and grow.

    Experience

     

    Bricks4Less                                                                                                                          Scottsdale, AZ

    Founder & Executive Officer                                                                                   Nov 2021 - Present

    ·      Operates a small e-commerce business for the sale of technical block sets for teens and adults.

    ·      Learned how to take advantage of Amazon and Ebay e-commerce platforms.

    ·      Organized connections with suppliers based overseas.

    ·      Generated a logistic plan for supplier fulfilled product management.

     

    Master Society                                                                                                                     Scottsdale, AZ

    Founder & Executive Chairman                                                                             Dec 2020 - Present

    ·      Instituted and chaired this society to manage all extracurricular programs at Basis Scottsdale.

    ·      Created the society's website ,which is used to facilitate the communication between the school administrators, student leaders, and students.

    ·      Implemented student to student "coffee" chats that give high school students a better chance to choose an extracurricular that they are truly passionate in.

     

    Finance and Economics Club                                                                                          Scottsdale, AZ

    Treasurer                                                                                                                 Dec 2021 - May 2022

    ·      Managed money for the club and participated in competitions, such as Wharton's Youth Investment Competition, Young Investor Society's Global Stock Pitch Competition, and the National Economics Challenge.

     

    Model UN (MUN)                                                                                                              Scottsdale, AZ

    President                                                                                                                 Nov 2021 - May 2022

    ·      Managed and taught over 35 delegates who participated in competitions across the country.

    ·      Controlled the club's budget through appropriations for conferences, hotels, and flights.

    ·      Led the school to win at Mesa Community College Model UN conference and Arizona State University Model UN conference.

    Education

    Basis Scottsdale                                                                                                           Scottsdale, AZ

    High School Diploma (Expected graduation May 2024)

    ·      GPA: 3.9

    ·      Awards & Honors: Distinguished Scholar,

    ·      Extracurricular Activities: National Honor Society (NHS), Jazz Band, Tennis Team, Tri-M Music Honor Society,

    Additional Skills

    ·      UI/UX and Web Design

    ·      Digital Marketing

    ·      Budget Management

    Certifications

    ·      Certified Young Investment Analyst


  • Thursday, February 10, 2022 12:41 PM | Anonymous member (Administrator)

    FPA is seeking a Group Membership Manager to take responsibility for impacting the growth of group membership and will solely focus on recruitment initiatives utilizing FPA’s membership concierge services. This position will report to the Director, Member Engagement and plays a critical role within the organization’s member experience department. The ideal candidate will have a history of success growing membership, a positive, can-do attitude and is passionate about delivering top notch customer service.   Position can be fully remote.

    See the job placement ad on ASAE’s job board here: https://careerhq.asaecenter.org/jobs/16143955


  • Thursday, January 27, 2022 10:48 AM | Anonymous

    Lead Advisor - Scottsdale

    SCOTTSDALE /

    CLIENT SERVICE /

    FULL-TIME

    APPLY FOR THIS JOB

    Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients. In this critical role, you have the primary responsibility for client relationships, and work closely with each client to establish their comprehensive wealth management strategy.  A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives. Our Lead Advisors embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.  

     

    Who are we? Brighton Jones is one of the nation’s fastest growing RIA’s headquartered in Seattle, Washington. Over the past 20 years our team-based approach, relentless focus in evolving our service model and operational foundation has enabled us to grow 100% organically from a 2 person start up to a 200-person enterprise, helping over 2,000 families and advising on over $8B in assets. Creating and maintaining an incredible culture is our secret sauce and our goal is to make sure each of our teammates loves working here, what they do, who they do it with, and who they do it for. 

    Your Role

    • Acts as a Personal CFO for existing clients and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”.
    • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning.
    • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor.
    • Develop and expand relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities
    • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team.
    • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc..
    • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.
    • Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients.
    • Support Brighton Jones’ mission by using objectivity, creativity and passion to help our clients, colleagues and community members “live richer lives”.
    • Provide teammates with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance career growth.
    • Assist with development and presentation of training programs including coaching of team members on financial planning strategies.

    Your Experience

    • Your Experience:
    • Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
    • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
    • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis. 
    • Unquestioned commitment to integrity in personal and professional activities.
    • Highly motivated with ability to function well in a fast-paced environment.
    • Self-starter by nature.
    • Excellent organizational, leadership, communication and presentation skills.
    • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
    • All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. Brighton Jones is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved.
    • This role is considered full-time and exempt.

    At Brighton Jones, we like to win. For us winning means continuous improvement - as individuals, as teams, and as a company. Everyone at Brighton Jones commits to developing the skills of curiosity, open-mindedness, vulnerability, empathy, and compassion in order to respond more thoughtfully to life and to create a culture of continuous improvement. Our Mindfulness-based Emotional and Social Intelligence (MESI) gives us a foundation of practices and a shared language to develop these skills. When we master these skills we not only win, we Live a Richer Life.

     

    Our Team Personality is:

    • Genuine: Our unquestioned commitment to integrity is reflected in all our personal and professional activities.

     

    • Focused: We work together to manage heavy workloads and time-sensitive projects. We thrive in a fast-paced environment that fosters continued growth and development.

     

    • Approachable: We enjoy interacting with each other and our clients, always projecting a professional, friendly, and capable image in everything we do.

     

    • Invested: Our commitment to our clients and each other means that we are willing to maintain a flexible schedule to address cyclical work periods.

     

    • Driven: We possess sound judgment, initiative, and decision-making skills. We anticipate problems, determine the appropriate level of response, and act accordingly.

     

    Our Team Pillars are:

    • Compassion
    • Commitment
    • Community
    • Collaboration
    • Continuous Growth
    • Curiosity

      

    Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

     

    Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.


    To apply:

    https://jobs.lever.co/brightonjones/49b8c15d-32f2-4e41-96ec-71830635581d/apply


  • Thursday, January 27, 2022 10:32 AM | Anonymous

    Senior Associate Advisor - Scottsdale

    SCOTTSDALE /

    CLIENT SERVICE /

    FULL-TIME

    APPLY FOR THIS JOB

    Brighton Jones is a team that helps our clients, colleagues, and the global community live richer lives. That’s our mission, and why we do everything we do. We are a team that collaborates together to achieve our goals, as we support our clients in reaching theirs. Successful candidates for this role and all roles at Brighton Jones will bring a “how can I help?” attitude and a willingness to do whatever it takes to help our clients and colleagues succeed. We are looking for someone who wants to contribute to and celebrate the success of others, and be part of an organization that is a leader in the industry.

     

    Brighton Jones is one of the nation’s fastest growing RIA’s headquartered in Seattle, Washington. Over the past 20 years our team-based approach, relentless focus in evolving our service model, and operational foundation has enabled us to grow 100% organically from a 2 person start up to a 180 person enterprise, helping over 2,000 families and advising on over $8B in assets. We continue our growth as we plan to expand into 30 new markets, grow to 2,000 team members strong, and serve 30,000 clients. Creating and maintaining an incredible culture is our secret sauce and our goal is to make sure each of our teammates loves working here, what they do, who they do it with, and who they do it for.

     

    YOUR ROLE:

    • Acts as the first point of contact on client communications; strategizes with Lead Advisor to ensure responses are timely and thorough
    • Reviews current client portfolios and makes recommendations to clients in consultation with team; proactively considers both strategic and tactical opportunities around investments and other planning areas 
    • Prepares comprehensive client meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis; analyzes all client data and evaluates potential planning strategies
    • Provides spreadsheet analysis on an ad-hoc basis for more advanced financial topics such as tax loss harvesting, stock option and restricted stock wealth transfer strategies and risk transfer/management; maintains all record-keeping related to these activities, including cost basis and other position data via portfolio management software
    • Responsible for reviewing, approving, and strategizing around trades and portfolio rebalances
    • Attends and drives client meetings; owns the execution of post-meeting actions, in conjunction with Analysts 
    • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation
    • Seeks out leadership roles in the team and firm projects/assignments
    • Trains, guides, and mentors the team on more complex planning areas and strategic intricacies of service delivery and support

    YOUR EXPERIENCE:

    • 4 + years of experience in financial planning, wealth management or a related industry preferred
    • CERTIFIED FINANCIAL PLANNER™ (CFP®) credential designation required
    • Undergraduate degree required
    • Series 65 credential required (or completed within 3 months of hire)
    • Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn other position-related systems on the job
    • Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
    • This role is considered full-time and exempt
    • All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. Brighton Jones is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved

    At Brighton Jones, we like to win. For us winning means continuous improvement - as individuals, as teams, and as a company. Everyone at Brighton Jones commits to developing the skills of curiosity, open-mindedness, vulnerability, empathy, and compassion in order to respond more thoughtfully to life and to create a culture of continuous improvement. Our Mindfulness-based Emotional and Social Intelligence (MESI) gives us a foundation of practices and a shared language to develop these skills. When we master these skills we not only win, we Live a Richer Life.

     

    Our Team Personality is:

    • Genuine: Our unquestioned commitment to integrity is reflected in all our personal and professional activities.

     

    • Focused: We work together to manage heavy workloads and time-sensitive projects. We thrive in a fast-paced environment that fosters continued growth and development.

     

    • Approachable: We enjoy interacting with each other and our clients, always projecting a professional, friendly, and capable image in everything we do.

     

    • Invested: Our commitment to our clients and each other means that we are willing to maintain a flexible schedule to address cyclical work periods.

     

    • Driven: We possess sound judgment, initiative, and decision-making skills. We anticipate problems, determine the appropriate level of response, and act accordingly.

     

    Our Team Pillars are:

    • Compassion
    • Commitment
    • Community
    • Collaboration
    • Continuous Growth
    • Curiosity

      

    Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

     

    Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.

    To Apply:  https://jobs.lever.co/brightonjones/bfb476f8-f09e-45d9-9ca9-8390e8efd3c3/apply

  • Wednesday, January 12, 2022 9:25 AM | Anonymous member (Administrator)

    PORTFOLIO MANAGER | INVESTMENT SPECIALIST: 

    Build and manage investment strategies.
    Determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations, and market conditions. 
    Maintain an in-depth understanding of market conditions, trends, and overall economic outlook. Keep up with relevant investment and trade news. Understand market conditions and domestic and global developments that may impact client account balances or future investments.
    Preserve client relationships through regular contact with investor clients regarding market conditions, updated investment research, and economic trends to help sustain and grow our book of business. Meet with clients on at least an annual basis to ensure investment objectives have not shifted and current portfolio allocations are still in line with clients' initial requests.
    Make timely changes to a portfolio that is no longer in line with initial investment objectives or allocation guidelines.
    Ensure compliance with NM and industry rules regarding investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.  
    High degree of efficiency in data interpretation and enjoys research and analysis.
    In-depth understanding of financial markets, economics, and portfolio theory.
    Customer-focused, with a desire and ability to communicate frequently with clients regarding their accounts and investment performances.
    Continually prospect for new clients while maintaining strong relationships with our current investors. Develop and implement investment strategies for our clients with focus on the analytical side of investing to support our sales objectives.
    Compensation increases paid as client base grows and as investment accounts perform well.

    Qualifications:

    Undergraduate degree in finance preferred, or business or economics.

    Experience in the financial services or investment field, with a focus on providing portfolio recommendations to clients or in-depth financial or market analysis. 
    One or more investment-related industry designations or certifications such as: CFP | ChFC | CFA | FRM

    Series 7 and 63 certifications are required.

    Submit resume to:

    Radden@RaddenEducation.com 


  • 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

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


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