- Wells Fargo (Phoenix, AZ)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- Vanguard (Scottsdale, AZ)
- As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division ... planning . Core Responsibilities 1. Provide income tax, estate planning , and/or wealth planning consultations...for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients'… more
- Comerica (Phoenix, AZ)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits...competitive compensation and benefits package and the opportunity to lead in a collaborative environment as well as to… more
- Edward Jones (Tempe, AZ)
- …The posting may close early due to the volume of applicants. The ** Senior Marketing Agency Manager** is responsible for leading external agencies to create and ... aligned with business goals and optimized for performance. The Senior Marketing Agency Manager ensures agency deliverables drive impactful, multi-channel… more
- Edward Jones (Tempe, AZ)
- …of applicants. **Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate ... planning ? If you answered yes to these questions, This...opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs… more
- Edward Jones (Tempe, AZ)
- …techniques required + Comprehensive knowledge of regulations and applicable laws, tax planning and wealth -transfer strategies + Advanced ability to balance ... including attorneys and CPAs. What You Will Do: The Senior Trust Consultant will serve as the key contact...trust services. Responsibilities include: Category 1: Account Onboarding + Lead account onboarding process and set expectations of all… more
- Wells Fargo (Chandler, AZ)
- …for forward financial planning as well as enhancing financial reporting + Lead projects to meet the implementation of projects impacting one or more lines of ... **Desired Qualifications:** + Ability to communicate financial and business results to senior management + Financial Planning & Analysis experience + BS/BA… more
- Columbia Bank (Phoenix, AZ)
- …Proven business development, relationship and portfolio management, private banking, and wealth management skills. + Intermediate estate planning , tax, advanced ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport...This position requires expertise in simple to intermediate estate planning , tax planning and advanced investment management.… more
- Vanguard (Scottsdale, AZ)
- …a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of ... grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor, You Will: + Establish, grow, and… more