- 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 to the largest Vanguard advised clients.… more
- Edward Jones (Tempe, AZ)
- …stakeholders, and external professionals including attorneys and CPAs. What You Will Do: The Senior Trust Consultant will serve as the key contact for Edward ... level of service throughout this process. The Sr. Trust Consultant remains a key contact for the branch, while...+ Comprehensive knowledge of regulations and applicable laws, tax planning and wealth -transfer strategies + Advanced ability… more