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Priority Plus Financial Jobs in Arizona (NOW HIRING)

Verano

Analyst, Finance

Chandler, AZ · On-site

$55K - $65K/yr

General knowledge of financial analytics and dashboards is a plus. * CPA designation is a plus ... We place priority in an environment of inclusion, diversity and social justice and are committed to ...

Verano

Analyst, Finance

Chandler, AZ

$55K - $65K/yr

General knowledge of financial analytics and dashboards is a plus. * CPA designation is a plus ... We place priority in an environment of inclusion, diversity and social justice and are committed to ...

Verano

Analyst, Finance

Chandler, AZ

$55K - $65K/yr

General knowledge of financial analytics and dashboards is a plus. * CPA designation is a plus ... We place priority in an environment of inclusion, diversity and social justice and are committed to ...

LPL Financial

Trading Consultant

Tempe, AZ · On-site +1

$31.84 - $53.04/hr

... financial advisors by offering an extraordinary quality service experience ... Our trading team's main priority is to create a reliable support system for our clients so they can ...

New

BOK Financial

Mortgage Banker

Phoenix, AZ · On-site

Bank of Texas and BOK Financial ® . Bonus Type This position typically pays minimum wage plus a ... Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for ...

OneMain Financial

Sales Associate

Tempe, AZ · On-site

$13.50 - $18.25/hr

Basic understanding of credit or personal finance concepts. * Bilingual in Spanish/English a plus ... a priority. That's why we've packed our comprehensive benefits package for full- and some part ...

OneMain Financial

Sales Associate

Tempe, AZ · On-site

$13.50 - $18.25/hr

Basic understanding of credit or personal finance concepts. * Bilingual in Spanish/English a plus ... a priority. That's why we've packed our comprehensive benefits package for full- and some part ...

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Priority Plus Financial information

What is Priority Plus Financial?

Priority Plus Financial is a company that specializes in debt relief solutions for individuals facing financial hardship. They offer services such as debt settlement, debt consolidation, and financial consultation to help clients manage and reduce unsecured debt. Their programs are designed to negotiate with creditors on your behalf, potentially lowering the total amount owed and making repayment more manageable. Priority Plus Financial aims to provide personalized plans based on each client's unique financial situation.

What does a typical day look like for a financial consultant at Priority Plus Financial?

As a financial consultant at Priority Plus Financial, your day often involves meeting with clients to assess their financial situations, discussing debt management solutions, and customizing plans to help them achieve financial stability. You'll collaborate closely with team members in sales and customer support to ensure clients receive accurate information and timely assistance. Staying organized is key, as you'll juggle multiple client cases, follow up on progress, and keep up-to-date with regulatory requirements and company products. The role is both client-facing and administrative, offering a dynamic environment where proactive communication and empathy are highly valued.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as CFP (Certified Financial Planner) or Series 7/63 licenses are commonly required. Excellent communication, relationship-building, and ethical judgment are vital soft skills for building trust and understanding client needs. These skills and qualifications are crucial for providing sound financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Priority Plus Financial vs Financial Advisor?

AspectPriority Plus FinancialFinancial Advisor
CredentialsCertifications like CFP, Series 7, Series 66CFP, CFA, Series 7, Series 66 often required
Work EnvironmentFinancial firms, banks, investment companiesFinancial planning firms, banks, independent practices
Industry UsageUsed in banking, investment, and financial servicesCommonly used in personal financial planning and investment advising

Priority Plus Financial typically refers to a specific financial service or product offering, whereas a Financial Advisor is a professional providing personalized financial planning and investment advice. While both operate within the financial industry and may require similar certifications, the term Priority Plus Financial often relates to a branded service or account type, whereas Financial Advisor describes a role or profession.

What are popular job titles related to Priority Plus Financial jobs in Arizona?

For Priority Plus Financial jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Priority Plus Financial jobs in Arizona look for?

The top searched job categories for Priority Plus Financial jobs in Arizona are:

What cities in Arizona are hiring for Priority Plus Financial jobs?

Cities in Arizona with the most Priority Plus Financial job openings:

Priority Plus Financial jobs near you
Infographic showing various Priority Plus Financial job openings in Arizona as of August 2026, with employment types broken down into 75% Full Time, 14% Part Time, and 11% Temporary. Highlights an 95% In-person, and 5% Remote job distribution.

Associate Financial Advisor

Berger Financial Group Inc

Sun City West, AZ • On-site

$80 - $100/hr

Other

Medical, Dental, Vision, Life, PTO

Posted 2 days ago

New

Key responsibilities

  • Maintain ongoing communications with clients and participate in client meetings by taking notes, creating priority lists, drafting communications, and documenting history.

  • Manage the financial planning process, including preparing plans, conducting client reviews, and preparing plan revisions.

  • Place trades in client accounts according to firm models and follow up on client issues in a timely manner.

Job description

Associate Financial Advisor

Berger Financial Group Inc Sun City West, Arizona, United States

About this position Description:

This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with clients, meeting preparation, creation of financial plans, and other administrative tasks relating to clients.

Why work here?
  • Competitive pay
  • Flexible Working Options
  • 12 Paid Holidays & 15 Days of PTO to start
  • Company Paid STD, LTD & Life Insurance
  • Medical, Dental & Vision Plans
  • Health Savings Accounts & Flex Spending Accounts
  • FREE Financial Planning & Tax Preparation Services
  • Continuing Education Funding
Work Schedule:
  • Monday - Friday
  • Hybrid
Responsibilities:
  • Participate in client meetings in the appropriate capacity which could include but is not limited to: taking notes, creating priority lists, drafting communications, delegating assignments, documenting history, quarterly calls with clients
  • Manage the planning process
  • Transition into lead advisor for certain clients when development has reached appropriate level
  • Participate in and conduct client reviews and prepare plan revisions
  • Follow up on client issues and communicate on a timely basis
  • Place trades in client accounts according to BFG models on a timely basis
  • Manage processes through Salesforce
  • Serve as back up to other team members as needed
  • Learn and utilize all firm programs
Requirements:
  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
  • 2-3 years of financial services industry experience, preferably with some involvement in a similar role
  • Series 65 License or CFP required
  • Ability to effectively present information and respond to questions from other staff, clients, and the general public
  • Excellent computer skills with advanced knowledge of the Microsoft Office Suite
  • Experience with Salesforce and eMoney is a plus
  • Ability to seek out solutions and solve problems
  • Highly organized with a strong attention to detail and accuracy

Headquartered in Plymouth, MN, BFG has expanded to 10 other locations throughout the U.S. including, 4 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 2 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:

• Financial & Retirement Planning

• Portfolio Development & Management

• Income Tax Planning & Preparation

We value individuals who can adapt to change, work both independently and as part of a team, and are dedicated to building a long-term career with us. Join us, and together, we'll navigate the financial industry's future while fostering your professional growth. At Berger Financial Group your journey begins, and the opportunities are abundant.

The pay range for this role is:
80,000 - 100,000 USD per year(Springfield, IL)
80,000 - 100,000 USD per year(Burlington, VT)
80,000 - 100,000 USD per year(Sun City West, AZ)

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