- 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 ... for High Net Worth clients + Ability to review High Net Worth client estate planning documents (ie trusts, wills, power of attorney,… 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
- 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)
- …dedicated, and expert level consultations that meet the needs of our high - net - worth clients based on client objectives, risk profile, account mandates, ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...answered yes to these questions, joining the Edward Jones High Net Worth Consultation team… more
- US Bank (Scottsdale, AZ)
- …from Day One. **Job Description** **Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of ... experience** **-Eight or more years of experience in high and ultra- high net worth client wealth management activities** **-This position requires… 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
- 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...to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker… 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
- 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
- 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
- Wells Fargo (Chandler, AZ)
- …that is responsible for analyzing, reviewing, and approving the credit worthiness for ** high - net - worth customer credit card** requests. **In this role, you ... and evaluate complex credit applications and credit line increases high - net - worth customers + Analyze credit...as Wealth Advisors and Private Bankers to proactively address client needs + Ensure exceptional customer service delivery to… 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
- 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
- City National Bank (Phoenix, AZ)
- …is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra- high net - worth (U/HNW**) clients by ... Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience… 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
- 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
- Charles Schwab (Phoenix, AZ)
- …in the financial services industry **Preferred Qualifications** + Experience servicing high - net - worth clients preferred + Experience supporting financial ... open communication, strong market knowledge, and a passion for client service. If you want to work with a...want to work with a firm that is dynamic, client focused, invests in your growth, and values your… more