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Generational Wealth Jobs in Arizona (NOW HIRING)

Caliber Services, LLC

Senior Tax Manager

Scottsdale, AZ

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We create strategic investments that build generational wealth for our investors, communities, and team. We are an alternative asset manager with strategies in real estate and credit, differentiated ...

Caliber Services, LLC

Senior Tax Manager

Scottsdale, AZ · On-site

$125K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We create strategic investments that build generational wealth for our investors, communities, and team. We are an alternative asset manager with strategies in real estate and credit, differentiated ...

Sorenson Communications

Business Growth Field Trainer

Tucson, AZ · On-site

$17.07 - $28.51/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Sorenson's impact vision and plan extends to enhancing generational wealth and inclusive workplaces for our employees and the communities we serve. We achieve great things together working "The ...

Sorenson Communications

Business Growth Field Trainer

Tucson, AZ · On-site

$35K - $59K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Sorenson's impact vision and plan extends to enhancing generational wealth and inclusive workplaces for our employees and the communities we serve. We achieve great things together working "The ...

CaptionCall

Business Growth Field Trainer

Tucson, AZ · On-site

$35K - $59K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Sorenson's impact vision and plan extends to enhancing generational wealth and inclusive workplaces for our employees and the communities we serve. We achieve great things together working "The ...

CaptionCall

Business Growth Field Trainer

Tucson, AZ · On-site

$17.07 - $28.51/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Sorenson's impact vision and plan extends to enhancing generational wealth and inclusive workplaces for our employees and the communities we serve. We achieve great things together working "The ...

Old National Bank

Client PM Portfolio Mgr, Sr

Scottsdale, AZ · On-site

$98K - $199K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Client PM Portfolio Mgr, Sr Job Locations US-AZ-Scottsdale Category/Function Trust/Wealth ... multi-generational structures, and coordination with outside attorneys, trustees and consultants.

Old National Bank

Client PM Portfolio Mgr, Sr

Scottsdale, AZ · On-site

$98K - $199K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... multi-generational structures, and coordination with outside attorneys, trustees and consultants ... Partners with Wealth Management client team in client presentations, review of portfolio structure ...

Old National Bank

Client PM Portfolio Mgr, Sr

Scottsdale, AZ · On-site

$98K - $199K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... multi-generational structures, and coordination with outside attorneys, trustees and consultants ... Partners with Wealth Management client team in client presentations, review of portfolio structure ...

All JobsGenerational Wealth JobsGenerational Wealth Jobs in Arizona

Generational Wealth information

What is the difference between Generational Wealth vs Financial Advisor?

AspectGenerational WealthFinancial Advisor
CredentialsNone requiredCertifications like CFP, CFA
Work EnvironmentFamily, estate planning, long-term wealth buildingClient meetings, financial planning firms
Industry UsagePersonal finance, estate planningFinancial services, investment management

Generational Wealth focuses on building and transferring wealth across generations, often involving estate planning and long-term strategies. A Financial Advisor provides personalized financial advice, investment management, and planning services. While both are related to wealth management, Generational Wealth is a broader concept involving family and estate strategies, whereas a Financial Advisor is a professional who helps clients achieve financial goals.

What are popular job titles related to Generational Wealth jobs in Arizona?

For Generational Wealth jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Generational Wealth jobs in Arizona look for?

The top searched job categories for Generational Wealth jobs in Arizona are:

What cities in Arizona are hiring for Generational Wealth jobs?

Cities in Arizona with the most Generational Wealth job openings:

Generational Wealth jobs near you

Customer Service Representative - State Farm Agent Team Member

State Farm

Phoenix, AZ • On-site

$50K - $67K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 28 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,553 frontline employees who took The Breakroom Quiz

237th of 309 rated insurance

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Dental insurance
  • Donation matching
  • Free food & snacks
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Profit sharing
  • Signing bonus
  • Training & development
  • Vision insurance

Position Overview
At Jack Hamblet State Farm we work to help our community grow generational wealth. We do that by helping them make informed decisions to mitigate risk, save money, and plan to achieve their dreams.
We support each other here. We work on the Bill Nye rule, everyone you've ever met knows something you don't. If you want to work in a supportive environment where everyone is encouraged to take time to develop themselves each week this could be for you. Learning new things and helping people make important financial decisions takes continuous development and curiosity.
This position is focused on helping our current customers review their coverages and help customers realize their dreams.
We're a close team, and beyond caring about our customers and their financial well being, we like working with nice people. The team here is super friendly and during the interview process you'll have the chance to chat with each team member, ask questions and get to know us.
Responsibilities
  • Establish deeper relationships with existing customers.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Help customers identify needs and be proactive about finding solutions.
  • Work with the agent to establish and meet goals.
  • Work with the agent to identify and support local community events in our market.
  • Help our community build generational wealth.

As an Agent Team Member, you will receive...
  • 401K
  • Salary plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Valuable experience
  • Growth potential/Opportunity for advancement within my agency

Requirements
  • Excellent interpersonal skills (enjoy speaking with people and care about what happens to them)
  • Detail oriented
  • Ability to work in a team environment
  • Ability to multi-task (but really one thing at a time)
    • Give the customer your total attention no need to work through a large waitlist, we're about people helping people, multi-tasking really in my book just means the ability to schedule important things first and work on multiple different projects over the course of a day
  • Ability to effectively relate to a customer
  • Bilingual - Spanish required
  • Property and Casualty license (must be able to obtain, you can do it)
  • Life and Health license (must be able to obtain, I did it, you can do it too)
  • Courses on ethical and customer centered sales practices will be required
  • Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Compensation: $50,000.00 - $67,000.00 per year
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Jack Hamblet - State Farm Agent
Do you want to work with someone who will help you achieve YOUR goals?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Jack Hamblet - State Farm Agent may be the right fit for you! If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.
About Our Agency
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
  • Our office is located in sunny Phoenix, AZ.
  • Our office is open Monday - Friday 9 AM - 7 PM.
  • Additional languages spoken: Spanish and Vietnamese

Apply now and let us put you on the path to success
Company Website:

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