- Charles Schwab (Phoenix, AZ)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- Wells Fargo (Phoenix, AZ)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- Ankura (Phoenix, AZ)
- …largest and most complex infrastructure, real estate, healthcare, energy, and financial services projects. Role Overview: + Lead complex construction dispute ... to design and construction + Research and analyze project cost records and financial statements + Reconcile claim amounts to accounting systems and to insurers'… more
- Banner Health (Phoenix, AZ)
- …This opportunity includes the option to participate in a variety of health, financial , and security benefits. In addition, this position may be eligible for our ... communications for the President/CEO and other members of the senior leadership team (SLT). Partners with senior ...the health industry is strongly preferred. Strategic thinker and planner with a proven ability to align communication efforts… more
- Breakthru Beverage Group (Phoenix, AZ)
- …+ Proven track record of leading cross-functional teams, influencing senior stakeholders, and driving organizational change. + Experience operationalizing data ... and cloud-native data platforms. + Experience in regulated industries (eg, financial services, healthcare, consumer goods) with complex compliance requirements. +… more