- Unknown (Phoenix, AZ)
- …advice to high - net - worth and ultra- high - net - worth clients. Responsibilities include preparing client meeting materials, participating ... are ambitious and want to grow their careers within a sophisticated, client -first advisory platform. The successful candidates will work alongside senior advisors… more
- Charles Schwab (Phoenix, AZ)
- …experience in the financial services industry Preferred Qualifications Experience servicing high - net - worth clients preferred Experience supporting financial ... integrity,open communication, strong market knowledge, and a passion for client service.If you want to workwith a firm that...you want to workwith a firm that is dynamic, client focused, invests in your growth, and values your… more
- Unknown (Phoenix, AZ)
- …successful candidate will be responsible for providing strategic tax advice for high - net - worth individuals, optimizing tax planning, and ensuring compliance ... Director will play a pivotal role in building strong client relationships, leading a team, and mentoring staff to...understanding of tax laws, regulations, and compliance requirements for high - net - worth individuals, and the ability… more
- Unknown (Phoenix, AZ)
- …The ideal candidate for this role at the company will have a portable book of high - net - worth clientele and will be expected to have a strong industry ... full-service W-2 support model and have a strong investment team that enhances client connectivity and business referrals. The role is suited for a professional with… more
- Unknown (Phoenix, AZ)
- …a variety of direct tax returns, with a focus on S Corporations, Pass-Through Entities, High Net Worth Individuals, and Partnerships. This role requires a ... and managing a team of tax professionals, ensuring the delivery of high -quality client service, and maintaining and building client relationships. The ideal… more
- Unknown (Phoenix, AZ)
- …a proven track record of raising funds from RIAs, family offices, and high - net - worth individuals. Deep familiarity with alternative investments and ... ability to manage multiple priorities, and willingness to travel frequently for client meetings are essential. Travel Percent Less than 10% Functions Business… more
- Unknown (Phoenix, AZ)
- …and a luxury client -caliber professional, comfortable working with ultra- high - net - worth individuals. Responsibilities include full-cycle execution of ... will be responsible for leading the end-to-end process of creating resilient, high -design retreats in remote and coastal environments. This role demands a… more
- Unknown (Phoenix, AZ)
- …and escalation management, and experience in managing both enterprise-level clients and high - net - worth property owners is preferred. The ideal candidate ... and operated property owners. The VP will be accountable for client satisfaction, operational excellence, and cross-department collaboration to ensure a world-class… more
- Edward Jones (Tempe, AZ)
- …in partnership with the HNW business segment and APPS strategies. + Help shape and inform High Net Worth client facing advice and guidance related to ... for High Net Worth clients + Ability to review High Net Worth client estate planning documents (ie trusts, wills, power of attorney,… more
- Edward Jones (Tempe, AZ)
- …+ Experience establishing and cultivating industry networks and centers of influence + Experience in High Net Worth client wealth management + Progress ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions,… more
- Vanguard (Scottsdale, AZ)
- …a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for our ... Investor clients at Vanguard. At Vanguard, we have a client -first mentality that we live and breathe every day... experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product and… more
- Edward Jones (Tempe, AZ)
- …dedicated, and expert level consultations that meet the needs of our high - net - worth clients based on client objectives, risk profile, account mandates, ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...answered yes to these questions, joining the Edward Jones High Net Worth Consultation team… more
- US Bank (Scottsdale, AZ)
- …from Day One. **Job Description** **Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of ... experience** **-Eight or more years of experience in high and ultra- high net worth client wealth management activities** **-This position requires… more
- US Bank (Scottsdale, AZ)
- …for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and ... growth of assigned client relationships. Partners with Private Wealth Management Product Specialists...of experience interacting with High and Ultra High Net Worth clients Preferred… more
- World Insurance Associates, LLC. (Phoenix, AZ)
- … client solve any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and ... services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management… more
- USAA (Phoenix, AZ)
- …home state and/or ability to obtain home state and multistate license within 90 days. + High Net Worth /Private Client Experience and ability to handle ... and compliance policies and procedures. **What you have:** + High School Diploma OR General Equivalency Diploma. + 2...to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker… more
- Deloitte (Gilbert, AZ)
- …Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address budgeting, billing, ... for this role ends on 5/31/2026. Work you'll do + Manage client relationships and providing consultative services while exceeding expectations. + Identify engagement… more
- TIAA (Phoenix, AZ)
- …partners with Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under moderate supervision, this job ... **Wealth Client Relationship Manager** Wealth Management Client ...operationally leads Wealth Management advisory teams to help high - net worth clients achieve their… more
- City National Bank (Phoenix, AZ)
- …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...Investment Management * 2 years of experience in the High Net Worth or Ultra… more
- Wells Fargo (Phoenix, AZ)
- …address clients' unique needs and aspirations. Provides support to **WIM** in providing services to affluent, high net worth and ultra- high net ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...-quality custom credit solutions that result in a positive client experience. + Demonstrate knowledge of WIM Credit Policies… more
