- 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)
- …in partnership with the HNW business segment and APPS strategies. + Help shape and inform High Net Worth client facing advice and guidance related to ... environment may impact High Net Worth estate/legacy planning and proposed client strategies....planning/legal service provider, client , financial advisor, and High Net Worth team to… 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
- 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
- Deloitte (Tempe, 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
- Comerica (Phoenix, AZ)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra- high net ... worth , multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high -level client...cash flow analysis and budgeting, and risk management to ultra- high net worth clients. Uses… more
- Charles Schwab (Phoenix, AZ)
- …in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & Estate/Tax Specialist, you will: + Develop and ... The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust, and Estates that...JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +… 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
- TIAA (Phoenix, AZ)
- … client relationship experience, in portfolio management and financial planning for high - net - worth clients **Preferred Qualifications:** + 10+ years of ... This role will contribute to the success of overall client management by leading the partnership with Wealth Management...relationship experience, in portfolio management and financial planning for high - net - worth clients + 3+ years'… more
- Vanguard (Scottsdale, AZ)
- …part of a team within the Advice and Wealth Management (AWM) division advising our ultra- high net worth clients and their families through their unique and ... will be a trusted advisor, bringing education and world-class client experience to the client , playing an...within the Advice and Wealth Management division assisting our ultra- high - net - worth clients with planning and… more
- Guardian Life (Phoenix, AZ)
- … client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...planning recommendations to prospects and clients and educate a client 's professional tax and legal advisors on concepts and… more
- Bank of America (Chandler, AZ)
- …and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net - worth clients, casual investors, and active traders ... Representative - Retirement and Benefits Chandler, Arizona;Jacksonville, Florida; Fort Worth , Texas; Pennington, New Jersey **To proceed with your application,… more
- Vanguard (Scottsdale, AZ)
- …for Retail, with a particular focus on attracting new high value and high net worth clients and generating advisor consultations among existing clients ... and resolve issues that arise within the team, ensuring smooth operations and high client satisfaction. + Innovation: Encourage creative thinking and innovative… more
- Bank of America (Phoenix, AZ)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...Causation Analysis + Written Communications **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or… more
- Coinbase (Phoenix, AZ)
- …years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want… more
- Columbia Bank (Phoenix, AZ)
- …Pursues business development opportunities to establish, maintain, and build relationships with high - net - worth clients.This is first and foremost a sales ... who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted… more
- UMB Bank (Phoenix, AZ)
- …team is one part of the client relationship team that is available to our high net worth clients. The Trust Advisor team serves as subject matter expert ... services for clients, including assessment of the appropriate risk level for the client or trust, high level investment updates and portfolio advice. +… more
- Edward Jones (Tempe, AZ)
- … service excellent across program types and segments such as Advisory, Trust Co, UMA, and High Net Worth to be retained as broker of choice. Present report ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...daily basis manage and analyze execution quality to ensure high standards are met regarding proper pricing and best… more