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Director Financial Advisor Jobs in Arizona (NOW HIRING)

Wisepath Group

Financial Advisor

Scottsdale, AZ · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Position Overview We are seeking an experienced, active Financial Advisor looking to transition ...

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Director Financial Advisor information

What is the difference between Director Financial Advisor vs Financial Advisor?

AspectDirector Financial AdvisorFinancial Advisor
CredentialsCFP, CFA, Series 7/66, possibly advanced degreesCFP, Series 7/66, sometimes CFA
Work EnvironmentSenior leadership in financial firms, overseeing teamsClient-facing roles, providing financial planning and investment advice
Employer & Industry UsageFinancial services firms, banks, wealth management companiesFinancial advisory firms, banks, independent practices
Search & Comparison IntentUnderstanding leadership roles in financial advisingSeeking direct financial planning services or career info

The main difference is that a Director Financial Advisor typically holds a senior leadership position overseeing teams and strategic planning within financial firms, requiring advanced credentials and experience. A Financial Advisor focuses on providing personalized financial advice to clients. While both roles require similar certifications, their responsibilities and work environments differ significantly.

What are the most commonly searched types of Financial Advisor jobs in Arizona?

The most popular types of Financial Advisor jobs in Arizona are:

What cities in Arizona are hiring for Director Financial Advisor jobs?

Cities in Arizona with the most Director Financial Advisor job openings:

Director Financial Advisor jobs near you

Financial Advisor

Wisepath Group

Scottsdale, AZ • On-site

$100K - $250K/yr

Full-time

Posted 26 days ago

Job description

About Wisepath Recruiting
Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.
Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.
Position Overview
We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.
Key Responsibilities
  • Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
  • Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
  • Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
  • Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.

Requirements
  • Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
  • Active State Life & Health Insurance License.
  • 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
  • Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Compensation & Professional Development
  • Transition financing and highly competitive commission payout schedules.
  • Access to shared corporate office space and administrative assistant support.
  • Direct pathways for book acquisition and structured practice succession planning.
  • Estimated Compensation: $100,000.00 - $250,000.00+ per year. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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