Financial Consultant Jobs in Arizona
Financial Consultant jobs in Arizona are in strong and consistent demand, concentrated in wealth management, retirement planning, tax advisory, and corporate financial services, with openings at every level from entry-level associate to senior advisor. Phoenix and Scottsdale anchor most of the hiring activity, with Tucson adding a secondary market, and established employers such as Charles Schwab, Merrill Lynch, and Edward Jones maintain active hiring pipelines across the state. The most sought-after specialties right now are fee-only financial planning, high-net-worth client advisory, and small-business consulting. Find a role that fits below and apply directly.
Find Financial Consultant JobsOverview
Showing 5 of 65+ Financial Consultant jobs
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
- Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.
- Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by ing a focused client communication strategy, and exceeding client expectations.
- Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs.
- Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
What you have
We place a premium on high performance, quality service and the ability to implement our strategy.
- Active FINRA Series 7 license
- Series 66 (63/65) license
- Life & Health Insurance license (license(s) may be obtained under a 120 day condition of employment)
- Minimum of 5 years of financial experience
- Entrepreneurial and a self-starter mentality
- Polished and persuasive interpersonal and verbal/ written communication skills
- Able to quickly learn new technology and use a variety of data and systems
- Open to ongoing coaching and development to achieve positive client outcomes and career aspirations
- Strong time management skills and productivity; ability to successfully balance competing priorities
- Learning mentality, as you gain an understanding of all the products and services at Schwab
- Extensive Schwab network to best address client concerns
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Share:
- X
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
- Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.
- Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by ing a focused client communication strategy, and exceeding client expectations.
- Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs.
- Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
What you have
We place a premium on high performance, quality service and the ability to implement our strategy.
- Active FINRA Series 7 license
- Series 66 (63/65) license
- Life & Health Insurance license (license(s) may be obtained under a 120 day condition of employment)
- Minimum of 5 years of financial experience
- Entrepreneurial and a self-starter mentality
- Polished and persuasive interpersonal and verbal/ written communication skills
- Able to quickly learn new technology and use a variety of data and systems
- Open to ongoing coaching and development to achieve positive client outcomes and career aspirations
- Strong time management skills and productivity; ability to successfully balance competing priorities
- Learning mentality, as you gain an understanding of all the products and services at Schwab
- Extensive Schwab network to best address client concerns
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Share:
- X
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
See All 65 Financial Consultant Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in Arizona
Where Arizona roles are concentrated, by current openings.
Financial Consultant Job Market in Arizona
A snapshot from current Arizona openings, updated as new roles post.
Who's Hiring
- Wealthbridge Financial55
- Mercer3
- Ryder System1
- Banner Health1
- CS Associates1C
Top Industries Hiring
- Insurance
- Healthcare & Medical Services
What Arizona Employers Look For
The qualifications that appear most often in financial consultant jobs across Arizona.
- Active FINRA Series 65 or Series 66 license, as required for investment advisory work in Arizona
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Certified Financial Planner (CFP) designation or active progress toward it
- Proven ability to build and manage a client portfolio in a consultative sales environment
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong working knowledge of federal tax code, retirement account structures, and estate planning basics
Financial Consultant Jobs in Arizona: Frequently Asked Questions
How do you become a financial consultant in Arizona?
Most financial consultant roles in Arizona require passing the FINRA Series 65 exam, which the Arizona Corporation Commission recognizes as the standard for registering as an investment adviser representative. A bachelor's degree in finance, economics, or accounting is the typical entry point, and many firms also expect candidates to pursue the CFP designation. Arizona does not issue its own state-level financial consultant license separate from FINRA registration, so federal exam credentials and registration with the Arizona Corporation Commission are the core requirements.
Which companies hire financial consultants in Arizona?
Employers hiring financial consultants in Arizona right now include Wealthbridge Financial, Mercer, and Ryder System, based on current listings on Migrate Mate as of September 2026. Arizona's concentration of retirees and high-net-worth residents in the Phoenix and Scottsdale metro makes it a particularly active hiring market for wealth management and retirement-focused firms.
Which Arizona cities have the most financial consultant jobs?
Phoenix, Chandler, and Scottsdale have the most financial consultant openings in Arizona. Phoenix and Scottsdale lead because of the concentration of wealth management firms, corporate headquarters, and a large retiree population requiring ongoing financial advisory services, while Tucson's university presence and growing professional services sector support a steadier secondary market for the role.
Are there remote financial consultant jobs in Arizona?
Yes, and more than many client-facing roles allow. About 77% of financial consultant openings tied to Arizona are remote or hybrid as of September 2026, reflecting how much of the work, including financial planning, analysis, and client reviews, can be conducted over video and secure platforms. Roles focused on prospecting and new client acquisition tend to require more in-person presence, while established-book advisory positions are the most likely to offer full flexibility.
How can I get hired as a financial consultant in Arizona with little or no experience?
The most realistic entry path is a financial services associate or client service representative role at a wealth management or brokerage firm, where you support senior advisors while studying for your Series 65 license. Large Arizona employers such as Charles Schwab and Edward Jones run structured new-associate programs that provide paid licensing support and a defined track into a full advisory role. Candidates who arrive with a completed CFP coursework program or a Series 65 already in hand move significantly faster through early screening, even without a book of business.
Where can I find and apply to financial consultant jobs in Arizona?
You can find and apply to financial consultant jobs in Arizona on Migrate Mate, which lists current openings from Arizona employers. Search the available roles, find the ones that match your experience and specialization, and apply directly to the positions that fit.
See All 65 Financial Consultant Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs