Investment Jobs in Arizona
Investment jobs in Arizona are in strong demand, concentrated in financial services, real estate, wealth management, and corporate finance across a market that has grown steadily with the state's expanding business base. Phoenix and Scottsdale lead hiring volume, with Tempe also active, and well-established employers such as Charles Schwab, Vanguard, and Fidelity Investments maintain significant Arizona operations. The most sought-after specialties include portfolio management, financial analysis, and private wealth advising. Find a role that fits below and apply directly.
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At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Provides personalized customer facing financial consulting and advising services though telephone conversations. Receives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial position. Reviews each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies.
- Bachelor's degree, or equivalent work experience
- At least six months of financial services, investments, or related experience
- One to two years of job-related experience in a financial sales position
- FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66
Preferred Skills/Experience
- Applicable state licenses
- CRPC, CFP designations
- Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures
- Demonstrated sales and marketing abilities
- Strong analytical skills to assess client needs
- Proficient computer navigation skills using a variety of software packages including Microsoft Office
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Well-developed analytical and problem-solving skills
- Excellent interpersonal, verbal and written communication skills
- Past experience with salesforce and MoneyGuide pro
- A passion for building relationships with clients
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $63,990.00 - 78,210.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Provides personalized customer facing financial consulting and advising services though telephone conversations. Receives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial position. Reviews each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies.
- Bachelor's degree, or equivalent work experience
- At least six months of financial services, investments, or related experience
- One to two years of job-related experience in a financial sales position
- FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66
Preferred Skills/Experience
- Applicable state licenses
- CRPC, CFP designations
- Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures
- Demonstrated sales and marketing abilities
- Strong analytical skills to assess client needs
- Proficient computer navigation skills using a variety of software packages including Microsoft Office
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Well-developed analytical and problem-solving skills
- Excellent interpersonal, verbal and written communication skills
- Past experience with salesforce and MoneyGuide pro
- A passion for building relationships with clients
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $63,990.00 - 78,210.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
See All 21 Investment Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Arizona
Where Arizona roles are concentrated, by current openings.
Investment Job Market in Arizona
A snapshot from current Arizona openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Banking & Financial Services
What Arizona Employers Look For
The qualifications that appear most often in investment jobs across Arizona.
- Active FINRA Series 65 or Series 66 registration recognized in Arizona
- Bachelor's degree in finance, economics, accounting, or a related field
- Demonstrated experience analyzing securities, portfolios, or financial markets
- Proficiency with financial modeling tools and platforms such as Bloomberg or Morningstar
- Strong knowledge of regulatory compliance standards applicable to investment professionals
- Excellent written and verbal communication skills for client and stakeholder reporting
Investment Jobs in Arizona: Frequently Asked Questions
How do you become an investment professional in Arizona?
Most investment roles in Arizona require passing FINRA licensing exams, with the Series 65 or Series 66 being standard for investment adviser representatives. Candidates register through the Arizona Corporation Commission's Securities Division after completing the required exams. A bachelor's degree in finance, economics, or accounting is typically the minimum educational requirement. Many Arizona employers also expect candidates to complete a relevant internship or rotational program before moving into a full advisory or analyst role.
Which companies hire investment professionals in Arizona?
Companies currently hiring investments in Arizona include JPMorganChase, Edelman Financial Engines, and U.S. Bank, per current listings on Migrate Mate as of September 2026. Arizona's large concentration of financial services headquarters and regional offices, particularly in the Phoenix metro, means that both national firms and locally based wealth management practices maintain consistent hiring pipelines.
Which Arizona cities have the most investment jobs?
Phoenix, Scottsdale, and Tempe account for the largest share of investment openings in Arizona. Phoenix drives the majority of volume as the state's financial services hub, home to major brokerage and wealth management operations, while Scottsdale's concentration of private equity firms and high-net-worth advisory practices sustains strong demand, and Tempe's proximity to Arizona State University creates a steady pipeline of roles targeting early-career analysts.
Are there remote investment jobs in Arizona?
Yes, and more than many financial roles. About 38% of investment openings tied to Arizona are remote or hybrid as of September 2026, reflecting the analytical and desk-based nature of much of the work. Portfolio analysis, financial modeling, and research roles tend to offer the most remote flexibility, while client-facing wealth management and advisory positions more commonly require in-person or hybrid arrangements.
How can I get hired in an investment role in Arizona with little or no experience?
The most realistic entry path is through a financial analyst or junior associate role at one of Arizona's larger brokerage or wealth management firms, several of which run structured new-graduate programs. Charles Schwab and Fidelity Investments, both with substantial Phoenix-area operations, are known to hire candidates directly from finance and economics programs at Arizona State University and the University of Arizona. Passing the SIE exam before applying gives candidates a clear credential advantage, and lateral entry from accounting or banking support roles is a common route into investment analysis positions.
Where can I find and apply to investment jobs in Arizona?
You can find and apply to investment jobs in Arizona on Migrate Mate, which lists current Arizona openings from employers across the state. Search the listings to find roles that match your experience and specialization, then apply directly to the ones that fit.
See All 21 Investment Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
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