Banking and Financial Services Jobs in Scottsdale
11 positions found
Our Financial Services Client is seeking a...
Production Designer (Marketing Communications)
W2 Contract until the EOY, extendible, potential to convert
Location: Hybrid in Malvern, PA, Scottsdale, AZ, or Charlotte, NC
About the Role
We’re looking for a Production Designer to support multi‑channel marketing and client communications. This position is ideal for a junior to mid‑level designer who enjoys high‑volume production work, consistent execution within brand systems, and collaborating within a structured corporate environment.
Responsibilities
- Develop and produce marketing and communication assets across digital and print channels.
- Execute designs that align with established brand standards and corporate guidelines.
- Manage high‑volume production workflows for participant and client communications.
- Deliver a wide range of production-ready assets, which may include:
- Digital PDFs
- Email designs
- Postcards and print collateral
- Digital signage / monitor displays
- Occasional motion or video‑related assets (nice to have)
- Partner closely with writers and internal stakeholders to ensure accuracy and consistency across deliverables.
Minimum Qualifications
- Experience as a production graphic designer or similar role, with strong attention to detail.
- Proficiency in Adobe Creative Suite (Illustrator, Photoshop, InDesign).
- Strong typography and layout skills.
- Ability to execute within established brand systems and follow structured approval processes.
Preferred Qualifications
- Experience working in corporate, financial, or similarly regulated environments.
- Familiarity with Figma and other marketing design tools.
- Background in agency environments is welcome, with an understanding that corporate workflows typically move at a different pace and involve layered approvals.
- 1-3 years design experience preferred (junior to mid-level)
About the Team
You’ll join a team of approximately eight designers, working collaboratively with writers and cross‑functional partners. The team focuses on producing multi‑channel communications that support retirement and investment plan participants and other client audiences.
Our Financial Services Client is seeking a Junior Copywriter to join their growing team.
Writer
W2 Contract through EOY, Possible Extension/Conversion
Hybrid in Malvern, PA, Scottsdale, AZ, or Charlotte, NC
Overview
The team is hiring two writers who will support retirement and investment plan participant communications. These roles focus on creating and maintaining clear, action‑oriented content that helps individuals understand their retirement and investment plans and take appropriate next steps. The work involves a mix of original writing and structured, templated updates. Writers must be comfortable shifting between creative development and standardized communication tasks.
Key Responsibilities
Writers will create and maintain short‑form participant communications across multiple channels, including:
- Letters to plan participants
- Email campaigns
- Website and microsite content
- Consumer Educational materials
- Consumer calls to action
- Messaging updates and content maintenance
Some assignments will require developing messaging from scratch; others will involve transforming business partner inputs into clear, participant‑friendly communications.
Work Environment & Volume
This team manages a high volume of content production, and writers should expect to:
- Manage approximately 10–12 short form deliverables per day
- Complete multiple rounds of revisions as content moves through internal review
- Focus primarily on short‑form, action‑driven communications rather than long‑form editorial work
Ideal Candidate Profile
Strong candidates will demonstrate:
- Experience writing for financial services, banking, or retirement‑related topics
- Ability to create clear, persuasive short‑form messaging
- Comfort working in fast‑paced, deadline‑driven environments
- Strong collaboration and stakeholder‑management skills
- Ability to interpret and clarify ambiguous briefs
Preferred (nice to have):
- Familiarity with AI tools (e.g., Copilot)
- Experience with Workfront or similar project‑management platforms
- Retirement, Banking, Financial Services, or Investment industry knowledge
- ASPPA certification
Writers must translate financial concepts into clear, accessible language for a general audience, with a strong focus on accuracy, clarity, and user action.
This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment.
Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
* Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
* Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
* Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
* Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
* Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
* Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
* Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:
* High School Diploma or GED Preferred:
* Sales, Collections or Customer Service experience
* Bilingual
- Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
* Up to 4% matching 401(k)
* Employee Stock Purchase Plan (10% share discount)
* Tuition reimbursement
* Paid time off (15 days' vacation per year, prorated based on start date)
* Paid sick leave as determined by state or local ordinance (prorated based on start date)
* 11 Paid holidays (4 floating holidays, prorated based on start date)
* Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans.
Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow.
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.
We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work.
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Key Responsibilities
Client Service & Relationship Management
- Serve as a primary point of contact for client inquiries and service requests.
- Conduct client risk profile analyses to ensure investment strategies align with client goals.
- Assist in preparing and delivering comprehensive financial plans using our planning software.
- Support client retention initiatives, appreciation events, and special projects.
Operational & Compliance Projects
- Conduct client fee analysis for advisory accounts to identify opportunities for appropriate adjustments.
- Review and analyze opportunities to transition brokerage accounts to fee-based structures.
- Ensure CRM (Redtail) is accurately maintained with detailed notes and activity tracking.
- Evaluate office policies, workflows, and procedures to improve operational efficiency.
Business Development & Marketing Support
- Collaborate with our marketing team to develop new ideas for client growth and retention.
- Assist in managing , ensuring content is current and client-focused.
- Help coordinate prospecting events and client appreciation gatherings.
Professional Development & Research
- Conduct product and investment research to support recommendations.
- Work toward obtaining industry licenses (SIE, Series 7) with sponsorship and study costs fully covered by the firm.
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
- High School Diploma or GED?????
- Sales, Collections or Customer Service experience???
- Bilingual - Spanish???
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
- High School Diploma or GED?????
- Sales, Collections or Customer Service experience???
- Bilingual - Spanish???
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
Job Description
As the leader in real estate financial consulting, Launch - Development Finance Advisors is committed to delivering innovative solutions which redefine industry standards. We are seeking a hard-working and highly motivated Associate Consultant to join our growing team. In this role, you will gain hands-on experience in real estate finance and development, working closely with our Senior Associates, Managers, and Principals to help run consulting engagements.
From day one, you will assume a pivotal role in our team by identifying informational sources, assembling and analyzing data, executing analysis, and presenting your findings to colleagues, supervisors, and clients. You will be responsible for researching various development projects, development costs, jurisdictional policies, competitive development projects and legal documents – all of which will become the basis for the team’s strategic recommendations.
Job Responsibilities
- Assist in research and preparation of financial analysis associated with residential master planned communities
- Assist in preparing financial impact studies
- Prepare special district financing applications
- Prepare pro-forma cash flows
- Support senior management
Required Skills
- Strong academic background - finance, real estate, accounting, or mathematics background preferred
- Proficiency in Microsoft Office365 (Excel, Word, PowerPoint, Teams, Outlook)
- Solid modeling skills with advanced Excel skills
- Analytical mindset with high attention to detail
- Strong written and verbal communication skills with the ability to present strategies and business decisions clearly and concisely
- Ability to manage internal and external relationships
- Interest in working collaboratively with the public sector
Benefits
- Salary Range: $60/hour
- Independent Contractor (1099)
About Us
Launch Development Finance Advisors is a transaction-based real estate consulting firm specializing in the financing of public infrastructure. We are the one-stop-shop to take the financing of public infrastructure from the planning stage to the final reimbursement request. Our sole purpose is to assist the private sector in financing public improvements through reducing costs and mitigating development risks. All of Launch’s professional services and unique processes are designed to achieve these goals for our clients, making their lives easier.
Salary: $175,000
- $225,000 per year A bit about us: Our client is a full service commercial real estate investment and property management company that specializes in the acquisition of mobile home park communities.
We work with accredited investors, institutional investors, lending institutions, and property owners to create value for all of its stakeholders.
We are looking for an energetic & highly motivated experienced individual to fill the position of a full-time Vice President of Investor Relations.
This person should be an experienced professional with direct investor relationships, a strong track record of client management and capital raising, the ability to develop and execute investor outreach strategies, and the ability to effectively communicate an investment strategy to prospective investors with the goal of raising capital.
The Vice President of Investor Relations position will be responsible for successful Capital Raising to meet Company objectives along with eventually building out a team of 2-4 Investor Relations Representatives.
The Vice President of Investor Relations position is the front-line of the Company and this person's first impression is how potential investors will see the fund as a whole.
To this extent, this person will uphold themself to professional standards both in terms of how you interact with potential/current investors in addition to how you visually present yourself in meetings internally and externally with potential/current investors.
Why join us? You'll be working directly with our CEO as well as other departments within the Company, as part of a high-impact and fast-paced team.
Your role will also include helping to create the Pitch Decks, Marketing Materials, newsletters and quarterly investor reports ensuring clear and consistent messaging.
You will represent our company, accredited investors and the broader financial community, helping to articulate one of the most exciting investment opportunities available in today's market.
Requires 25% travel.
○ Benefits include: ■ 401k w/Company Match ■ Health Insurance ■ Dental Insurance ■ Vision Insurance ■ Life Insurance ■ Disability Insurance ■ PTO ■ Paid Holidays Job Details What You'll Do: Capital Raising and Relationship Management – You will be responsible for all aspects of investor relations and outreach.
You will nurture relationships from prospect to actual investor into our company.
You will maintain your personal book of business within a dynamic CRM database and map stakeholders and relationship status to accurately forecast future investments.
You can expect to host and attend investor events, webinars, and one-on-one meetings to effectively communicate the firm's investment strategy and value proposition.
Compliance – Ensure all activities comply with relevant securities laws and regulations.
Maintain accurate records of all transactions and communications with investors.
Maintain detailed notes within our CRM so one person could pick up where you left off.
Market Research – Stay informed about market trends, economic conditions, and regulatory changes that may impact real estate investments.
Administration – Perform administrative tasks, including managing schedules, handling correspondence, and organizing meetings.
Excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment.
Recruiting, interviewing, and building out a team of 2-4 Investor Relations Representatives.
Team Leadership
- Recruit, train, and manage a team of Investor Relations Representatives to support fundraising and investor engagement efforts.
Investor Communication: Oversee the creation of investor materials, including pitch decks, newsletters, and quarterly reports, ensuring clear and consistent messaging.
Qualifications: ● Minimum of 7 years of experience in investor relations, private equity fundraising, or a related role within the real estate sector.
● Minimum of 5 years of experience within a Leadership capacity in investor relations, private equity fundraising, or a related role within the real estate sector.
● Proven track record of successfully raising capital from private equity sources.
(Accredited Investors, High Net Worth Individuals, Family Offices, RIA’s, etc) ● Has a sophisticated book of business to bring ● Strong understanding of real estate investment structures, market dynamics, and financial modeling.
● Bachelor’s degree in Business, Finance, Real Estate, or a related field (MBA preferred).
● Develop and maintain relationships with investors and stakeholders.
● Experience in building Pitch Decks and Marketing Materials ● Effective networking skills and experience quickly building trust and rapport with internal and external stakeholders.
● Exceptional presentation skills and attention to detail with a proven ability to gain trust and negotiate mutually beneficial business objectives with potential investors and within the Company alike.
● Outstanding written and verbal persuasive communication skills, as well as the ability to draft engaging and impactful messages for inspiring employees and investors alike.
● Entrepreneurial spirit and desire to be an integral part of the growth and success of an organization.
Self-starter with mindset for growth and passion for continuous learning.
● Series 7 (or 82) and 63 licenses required.
● Open to travel 10-25% of the time.
Compensation / Benefits ● Aggressive commission structure with no cap limit.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications
- Bachelor's degree
- Active FINRA Series 7 license
- (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)
- Active FINRA Series 66 license
- (May be obtained within the first 120 days)
- Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
- Five or more years in the financial services industry working directly with clients
Preferred Qualifications
- CFP or CFA
- Superior relationship management and client retention experience
- Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications
- CFP designation or CFA designation
- Bachelor's degree
- Active and valid FINRA Series 7 license
- May be obtained with a 120-day condition of employment
- Active and valid FINRA Series 66 license required
- May be obtained with a 120-day condition of employment
- Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
Preferred Qualifications
- Five or more years working directly with clients in the financial services industry highly preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
