Tempe, AZ

Finance Jobs in Tempe, AZ

6 jobs found

Include remote jobs

7d ago

Financial Advisor

Edward Jones Tempe, AZ

Tempe, AZ

7d ago

$63k - $104k/yr Full time Advisor Associate Financial Advisor Client Relations

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Job Description

Edward Jones Connections is hiring a Financial Advisor to deliver personalized guidance to assigned clients with less complex needs through proactive outreach and phone or virtual support.

Responsibilities

Act as the primary financial advisor for assigned client relationships, delivering personalized guidance aligned to each client’s goals and needs.
Partner with local practice teams to strengthen client relationships and preserve local connections across multiple service channels.
Build trust through proactive outreach, including re-engaging dormant relationships and identifying opportunities to deepen client relationships over time.
Lead client conversations via phone and virtual platforms to understand financial needs and provide ongoing support.
Deliver tailored client service by resolving questions, service issues, and outstanding requests with urgency and care.
Collaborate with Client Service Administrators and other business partners to support timely follow-through and a consistent client experience.
Use sound judgment to identify and escalate compliance, risk, or supervisory concerns with a strong focus on protecting clients and doing what’s right.
Support continuous improvement by sharing insights, adopting feedback, and helping enhance the Edward Jones Connections client experience.
Provide support across the country during extended service hours; most associates work Monday through Friday, 8:00 a.m. to 5:00 p.m. in their local time zone.

Requirements

Active Series 7 and Series 66 licenses, or a combination of Series 63 and Series 65 licenses.
Strong client relationship and communication skills, including building trust and providing guidance through phone and virtual interactions.
Ability to understand and communicate information related to securities, investment strategies, market conditions, and financial topics.
Strong organizational skills, critical thinking, and decision-making ability.
Ability to learn and apply technical information while navigating multiple systems and technologies.
Exceptional customer service skills and a commitment to delivering a high-quality client experience.

Technologies

Salesforce
MoneyGuide

Benefits

Medical and prescription drug coverage
Dental
Vision
Voluntary benefits (accident, hospital indemnity, critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage (provided at no cost to associates)
401(k) retirement plan
Health savings account
Flexible spending account
10 paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Bonuses and profit sharing (associates may be eligible)
Employee Assistance Program

What Will Set You Apart

Bachelor’s degree in a business-related field or equivalent experience
Bilingual Spanish language skills
Demonstrated success developing client relationships and increasing client engagement
Experience collaborating across teams to deliver exceptional client outcomes
Familiarity with financial planning and relationship management tools, including Salesforce and MoneyGuide

Working Arrangement

Onsite in Tempe, AZ.
Four days per week in the office for candidates who live within commutable distance from the Tempe, AZ and St. Louis, MO home office locations.

Salary

$63,200 - $104,200 per year

Additional Information

Job posting anticipated to remain open for 30 days, from 06-Oct-2026.
Fair chance and background checks: qualified applicants with arrest or conviction records will be considered per applicable ordinances and acts.
Edward Jones is prohibited from hiring individuals with certain specified criminal history under the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110(e).

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7d ago

Sr. Financial Advisor

Edward Jones Tempe, AZ

Tempe, AZ

7d ago

$75k - $123k/yr Full time Senior Advisor Client Relations

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Job Description

Edward Jones is hiring a Home-Based Sr. Financial Advisor through the Edward Jones Connection (EJC) department. In this role, you will support smaller clients remotely while partnering with local branch teams to maintain continuity of service.

Role Overview

The EJC department operates as a fiduciary, providing remote support for smaller clients in coordination with the clients’ local Branch Office Team. Financial Advisors collaborate with the EJC service team to deliver an experience consistent with a branch office, serving clients directly via phone or technology such as Webex.

Location and Work Arrangement

Location: Tempe, AZ (hybrid)
Home-based position with remote client service through the EJC model
Office schedule: Candidates living within commutable distance from the Tempe, AZ or St. Louis, MO home office locations are expected to work in the office four days per week

Schedule

Extended client service hours: 7:30 am to 5:30 pm CST
Core hours for most associates: Monday through Friday, 8:00 am to 5:00 pm locally
Employment type: salaried

Key Responsibilities

Serve as the Financial Advisor for smaller clients, including SEP/Simple IRA participants, while preserving the client connection to the local branch team
Re-engage clients daily and provide ongoing service to clients who are already engaged with the firm
Deliver excellent client service and develop tailored solutions aligned to client needs
Provide initial contact and ongoing guidance and service
Research and resolve service issues or unfinished tasks
Partner with Client Service Administrator (CSA) teams to maintain a high level of customer service
Keep the department informed of any Compliance/Field Supervision concerns

Required Qualifications

Licenses: active Series 7 and Series 66, or a combination of Series 63 and Series 65
Education: Bachelor’s degree in a business-related field (or equivalent experience)
Spanish: bilingual Spanish language skills
Proficiency with financial planning and relationship management tools, including Salesforce and MoneyGuide
Ability to learn and apply financial, investment, and planning concepts while working across multiple technology platforms
Demonstrated critical thinking and decision-making skills while balancing client needs, business objectives, and regulatory requirements
Strong client relationship and communication skills, including trust-building and guidance through phone and virtual interactions
Experience: five or more years of securities industry experience as a Financial Advisor, or in a role supporting financial advisors with significant investment, product, and service knowledge
Proven success developing client relationships and increasing client engagement
Experience collaborating across teams to deliver exceptional client outcomes

Technology

Salesforce
MoneyGuide
Webex

Compensation

Salary range: USD 74,600 to 122,800 per year

Benefits

Medical and prescription drug
Dental
Vision
Voluntary benefits (including accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Ten paid holidays
Fifteen days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Bonuses and profit sharing (associates may be eligible)
Employee Assistance Program

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1mo ago

Financial Service Professional

LPL Financial Tempe, AZ

Tempe, AZ

1mo ago Closed

$23 - $38/hr Full time Advisor Client Service Contact Center

This position is no longer accepting applications (closed Oct 22, 2026).

Job Description

This inbound contact center role supports advisors or investors with timely, accurate service across a range of financial topics.

Responsibilities

Complete a structured onboarding experience, including instructor-led training with on-the-job training
Participate in ongoing training during your first 18 months to broaden support across additional call types
Handle inbound inquiries and work through issues that can range from simple balance questions to more complex, cross-functional financial transactions
Collaborate with internal service partners to reach a resolution for the caller
Support an average of 25-30 call interactions per day
Work in a team environment with peers focused on similar service skills and goals
Attend frequent touchpoints with your Manager to support success in the role
As part of career development, access opportunities to acquire financial industry licensing (availability may apply)

Requirements

1-3 years of customer service experience
Hold the Securities Industry Essentials (SIE) certification or obtain it by the deadline specified as a condition of employment
High School diploma or equivalent

Core Competencies

Strong general computer skills with the ability to quickly navigate multiple applications
Ask probing questions and actively listen to reach agreement with the caller
Interpersonal skills that create a welcoming, rapport-building interaction
Take ownership to deliver accurate resolutions in each interaction
Learning mindset to apply and implement coaching and training

Preferences

Call Center experience
Financial Services industry experience
Associate’s or Bachelor’s degree

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Additional Information

Training may be up to 20 weeks
During training, you will be required to be onsite full time; after orientation, the role is hybrid based on leadership determination

Pay Range

$23.18-$38.63/hour
Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location
LPL Total Rewards package is described as highly competitive, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more

Interview Information

LPL communicates directly with applicants only from an @lplfinancial.com email address
LPL will never conduct an interview online or in a chatroom forum
LPL will not request any form of payment, or information regarding your bank or credit card
Questions about the application process: contact LPL’s Human Resources Solutions Center at (855) 575-6947

Location: Tempe, AZ (hybrid)

Experience level: 1+ years

Education: High School diploma or equivalent

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2mo ago

Budget & Financial Analyst

City of Tempe Arizona Tempe, AZ

Tempe, AZ

2mo ago Closed

$77k - $113k/yr Full time Analytical Skills Budget Management Data Analysis

This position is no longer accepting applications (closed Sep 17, 2026).

Job Description

Support the City’s budgeting and forecasting work while building your expertise in municipal finance. This full-time, onsite role in the Municipal Budget Office is built around accountability, analysis, and clear reporting to leadership and stakeholders. You’ll help ensure departmental budgets meet compliance expectations, strengthen reporting through variance and forecast work, and provide documentation that supports internal and external audits.

Compensation and work setup

This FLSA Exempt position offers USD 76,800 - 113,200 per year and is onsite in Tempe, AZ. The schedule is Monday – Friday, 8:00 a.m. – 5:00 p.m. Employees in this position are part of the Confidential Non-Supervisory (CNS) group.

What you’ll do

Prepare and implement annual operating and capital improvement budgets, including schedules and supporting documentation.
Monitor expenditures and revenue trends, identify variances, and recommend corrective actions.
Produce monthly, quarterly, and annual financial reports with variance analysis and performance summaries.
Conduct financial forecasting, cost-benefit analysis, and scenario modeling to support planning and budget work sessions.
Review and validate financial data for accuracy, completeness, and compliance with applicable policies.
Provide guidance to departments on budgetary procedures and best practices.
Support internal and external audits by supplying relevant documentation and analysis.
Recommend improvements to budgeting processes and financial reporting tools.
Prepare and present financial information to management and stakeholders.
Perform other duties of similar nature and level as assigned.

What you bring

One (1) year of experience in budget, finance, economics, management analysis, accounting, or related experience.
Bachelor’s degree in Accounting, Economics, Finance, Statistics and Research, or a related field.
Criminal history review.

Benefits at a glance

13 Paid Holidays and 1 Personal Day.
Vacation accrual starting at 9.33 hours/month (higher monthly rates may be available with prior ASRS service).
Sick leave accrual of 8 hours/month.
Medical, Dental and Vision benefits.
Wellness Program discount on health premiums.
Medical Reimbursement Program ($66.11/month).
Tuition Reimbursement up to $6,500/year.
Participation in the Arizona State Retirement System (ASRS) defined benefit plan with mandatory employer and employee contributions currently at 11.98%, including a Long-Term Disability benefit.
Supplemental Retirement Plans through Nationwide (457, 401K) with employer contribution.
Eligibility for up to 24 hours of floating holiday leave.

Department/Division: Municipal Budget Office
Job Type: Full-Time Regular
Job Number: RC#902497

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3mo ago

Senior Financial Analyst

Kestra Financial Tempe, AZ

Tempe, AZ

3mo ago Closed

Full time Senior Accounting Analyst

This position is no longer accepting applications (closed Aug 2, 2026).

Job Description

Kestra Financial offers a collaborative culture with strong professional development and the stability of a large employer. This onsite Senior Financial Analyst role in Tempe, AZ supports reporting, forecasting, and analysis across Arden Trust, Kestra Investment Management, and Kestra Insurance. You will partner with Finance, Accounting, and business teams to deliver accurate reporting and data-driven decision support through financial modeling across multiple product lines and distribution channels.

Benefits

Competitive compensation and comprehensive benefits with a large employer
401(k) plan with employer match and health insurance
Collaborative environment committed to professional excellence
Support for clients navigating meaningful financial decisions with confidence
Training, development, and long-term growth opportunities within the firm
Tuition reimbursement for qualified expenses

Responsibilities

Own budgeting and forecasting cycles for Arden Trust, Kestra Investment Management, and Kestra Insurance
Analyze monthly results with variance analysis against prior periods and budgets
Develop reporting packages and dashboards covering metrics such as AUM-based fees, commissions, premiums, and net flows
Build and maintain financial models to support projections and scenario analysis
Collaborate with FP&A and Accounting to ensure alignment between reporting and the financial statements
Conduct ad hoc analyses to inform business decisions and growth initiatives
Assist in preparing materials for leadership and external stakeholders
Drive continuous improvements to reporting processes and data quality

Requirements

Bachelor’s Degree in Finance or Accounting or related field
4-6 years of experience using advanced Excel functionality
Master’s Degree or CFA a plus
Strong understanding of financial analysis and revenue drivers
Proficient in advanced Excel techniques
Ability to work with large datasets
Solid understanding of financial statements and accounting
Strong analytical and problem-solving skills
Effective communication skills
Ability to manage multiple priorities in a fast-paced environment
Collaborative mindset with cross-functional teams
Proven ability to partner across business lines and influence senior stakeholders
Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution

Technologies

Microsoft Excel

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra
Internal applicants must also have a minimum of 1 year service in their current role unless approved by the EVP

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

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4mo ago

Project Financial Analyst, Engagement Financial Advisor

Deloitte Tempe, AZ

Tempe, AZ

4mo ago Closed

$66k - $122k/yr Full time Advisor Budgeting Data Analysis

This position is no longer accepting applications (closed Jun 28, 2026).

Job Description

This onsite role in Tempe, Arizona supports Deloitte’s Engagement Financial Advisor team as a Project Financial Analyst responsible for managing project budgets, tracking financial performance, forecasting revenue and expenses, and enabling robust financial operations across engagements.

Responsibilities

Collaborate with project teams to administer budgets, monitor financials, forecast revenue and costs, and keep engagements financially on target
Prepare and present financial reports, budgets, and forward-looking forecasts to inform engagement leadership decisions
Track expenditures and assist with billing and collections processes
Provide financial updates, insights, and recommendations to internal stakeholders
Support routine project operations and financial management activities throughout the project lifecycle
Identify financial risks, process gaps, and opportunities for improvement
Apply established project management and financial procedures to enhance engagement quality and maintain compliance
Contribute to team initiatives, share knowledge, and participate in process improvement efforts
Maintain regular communication with your manager, your career coach, and your onboarding advisor to support professional development

Requirements

Bachelor's degree with at least 3 years of relevant experience, or a business degree in Finance, Accounting, Economics, or related discipline with at least 2 years of relevant experience
At least 2 years of experience using Microsoft Office applications
Proficient to advanced skills in Excel and PowerPoint
A solid understanding of fundamental accounting and finance principles
Willingness to travel on average 0 to 10 percent based on assignments and client needs
Willingness to work onsite at least one day per week at a local office
Must reside within a commutable distance to one of the selected locations listed for this role
Authorized to work in the United States without employer sponsorship now or in the future

Technologies

Microsoft Office Suite
Excel
PowerPoint

Compensation

Salary range: USD 66,200 to 121,800 per year.

Benefits

Discretionary annual incentive program eligibility, subject to program rules

The Team

The Engagement Financial Advisor team supports Deloitte consulting professionals by managing the financial and operational aspects of client projects. The group collaborates with internal stakeholders to assist with project planning, budgeting, forecasting, financial reporting, and overall project financial performance.

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Finance Jobs in Tempe, AZ

Financial Advisor

Sr. Financial Advisor

Financial Service Professional

Budget & Financial Analyst

Senior Financial Analyst

Project Financial Analyst, Engagement Financial Advisor

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