- 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
- Zions Bancorporation (Phoenix, AZ)
- …as assigned. Qualifications: + Requires a Bachelor's degree and 8+ years of managing high - net worth client relationships, lending practices, credit, or ... responsibility for the management, supervision and administration of banking activities for high net - worth clients, including private banking, executive… more
- Edward Jones (Tempe, AZ)
- …due to the volume of applicants. **Team Overview:** Do you have experience working directly with High Net Worth clients? Do you have Expertise in banking? If ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we… more
- PennyMac (Phoenix, AZ)
- …document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans within ... Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client experience through daily energetic and creative engagement with fulfillment… 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...year of experience working in a Commercial Insurance agency, High Value insurance agency or broker setting. + Valid… 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
- 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 (Scottsdale, AZ)
- …in disciplinary action up to and including termination. **Desired Skills:** * 10+ years' experience with High net worth /Ultra high worth segment * ... financing residential real estate. Working in concert with the client team to ensure a holistic approach, the RRES...Presence + Presentation Skills + Prioritization **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Vanguard (Scottsdale, AZ)
- …you'll be part of a team advising our Personal Advisor Wealth Management (PAWM) ultra- high net worth clients and their families through their unique ... will provide trusted advice, education and a world class client experience and play an instrumental role in making...seven years of progressive wealth planning experience with ultra high - net - worth clients required. + Undergraduate… more
- UMB Bank (Scottsdale, AZ)
- …with a wide range of client advice and service needs, particularly for the ultra- high net worth segment. + You have knowledge of banking products, ... , you will lead a highly integrated team-based approach working to ensure the client 's priorities are at the center of every action. The Sr. Wealth Advisor works… more
- US Bank (Scottsdale, AZ)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires established network ... Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client...Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of… more
- Moss Adams LLP (Phoenix, AZ)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... objectives, scope and methodology and actively participate in decision making with client 's management to understand the broader impact of current decisions and… more
- Deloitte (Tempe, AZ)
- …product roadmap + Minimum of 5 years' experience managing multiple projects, delivering high level presentations and facilitating client meetings + Minimum of 5 ... solutioning process to formulate the best plan to drive client goals forward post implementation. + Establish the Deloitte...including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+… more
- Wells Fargo (Phoenix, AZ)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring… more
- City National Bank (Phoenix, AZ)
- …resilience. WHAT WILL YOU DO? * The Entertainment & Sports Banking group serves high - net - worth clients and those families, individuals, and businesses in the ... risk monitoring, internal and external events, and regulatory exams * Exhibit high attention to details in identifying, aggregating, and communicating issues and… more
- Moss Adams LLP (Phoenix, AZ)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... interpersonal skills + Strong organizational skills required for managing multiple client engagements + Proficient with Microsoft Office \(Word, Excel, PowerPoint,… more