Senior Wealth Advisor
$125K - $175K/yr
Background in a wirehouse, independent broker-dealer, bank, or RIA environment * Financial planning experience preferred * CFP ® , CFA, or other professional designations preferred * Bachelor ...
$125K - $175K/yr
Background in a wirehouse, independent broker-dealer, bank, or RIA environment * Financial planning experience preferred * CFP ® , CFA, or other professional designations preferred * Bachelor ...
$125K - $175K/yr
Background in a wirehouse, independent broker-dealer, bank, or RIA environment * Financial planning experience preferred * CFP ® , CFA, or other professional designations preferred * Bachelor ...
Scottsdale, AZ · On-site
$80 - $120/hr
Background in a wirehouse, independent broker‑dealer, bank, or RIA environment. * Financial planning experience preferred. * CFP, CFA, or other professional designations preferred. * Bachelor ...
Scottsdale, AZ · On-site
$80 - $120/hr
Background in a wirehouse, independent broker‑dealer, bank, or RIA environment. * Financial planning experience preferred. * CFP, CFA, or other professional designations preferred. * Bachelor ...
Tempe, AZ · Remote
$30.70 - $51.15/hr
Expertise in various lines of the business - wirehouse, regional, independent, RIA, institutions and retirement plans * Previous travel experience preferred * Adaptable, quick learners who can jump ...
Tempe, AZ · Remote
$30.70 - $51.15/hr
Expertise in various lines of the business - wirehouse, regional, independent, RIA, institutions and retirement plans * Previous travel experience preferred * Adaptable, quick learners who can jump ...
| Aspect | Wirehouse | Independent Financial Advisor |
|---|---|---|
| Credentials | FINRA licenses, Series 7, 66/65 | Similar licenses, often Series 7, 66/65 |
| Work Environment | Large firm offices, corporate setting | Own practice or small firm, flexible setting |
| Employer & Industry Usage | Major firms like Merrill Lynch, Morgan Stanley | Independent firms, RIA firms, solo practices |
| Client Approach | Firm-mandated products, sales-driven | Customized advice, fee-based or commission |
Both Wirehouse and Independent Financial Advisors require similar credentials and licenses. Wirehouses operate within large firms with structured environments, while Independent Advisors typically run their own practices with more flexibility. The choice depends on your preferred work setting and client approach.
For Wirehouse jobs in Arizona, the most frequently searched job titles are:
The top searched job categories for Wirehouse jobs in Arizona are:
Cities in Arizona with the most Wirehouse job openings:

Scottsdale, AZ
$125K - $175K/yr
Full-time
Re-posted 19 days ago
Job Description
We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.
Responsibilities
Qualifications
Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Newport Beach, CA, US
2002