- Umpqua Bank (Scottsdale, AZ)
- Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood Village, Colorado Los Angeles, California San Diego, ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- BMO Financial Group (Scottsdale, AZ)
- …provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- Deloitte (Tempe, AZ)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- JPMorgan Chase (Scottsdale, AZ)
- …the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial ... those just starting to save to those with significant wealth . You will provide an exceptional investor experience by... management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job… more
- Vanguard (Scottsdale, AZ)
- …coordinate delivery of trust services, advice, and solutions. + Recommend trust and wealth planning advice and solutions to clients that are consistent with VNTC ... to determine client strategy for deepening client relationships. + Partner with Wealth Advisors, Financial Advisors, and Relationship Managers to vet and price new… more
- Vanguard (Scottsdale, AZ)
- …your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- Vanguard (Scottsdale, AZ)
- Core Responsibilities + Under supervision of Senior Trust Advisor , interpret trust and will documents and applicable law to ensure the proper set-up of account ... co-trustees to outline administrative procedures. + Under supervision of Senior Trust Advisor , handle ongoing day to...Bachelor's degree. + 2 years of experience in the wealth management industry. + Client Servicing - client knowledge,… more
- Edward Jones (Tempe, AZ)
- …the following ways: + Serve as a banking expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate banking needs ... could be a great opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients… more
- Wells Fargo (Scottsdale, AZ)
- …Strategy Director** to lead the Ultra-High-Net-Worth Sales Team within the Wealth Investment Management's (WIM) National Sales Organization. This high-impact leader ... will oversee a team of senior strategists who work closely with financial advisors and...and cross-functional partners - including Trust & Fiduciary Services, Wealth Planning, and the Family Office - to deliver… more
- Cherry Bekaert (Phoenix, AZ)
- …growth and satisfaction of our people. You may also serve as a Career Advisor to our service line senior resource coordinators. **What you will bring ... allocation conflicts for the project assigned. + Serve as a Trusted Business Advisor to the leaders in the practice along with Regional Leadership + Experience… more
- Carrington (Chandler, AZ)
- …TPO Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more