- 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)
- …in client's financial plan to portfolio strategy. **What You Will Do:** The Senior Investment Consultant is an investment specialist who partners with branch ... sophisticated investment products, and developing solutions to challenging portfolio problems. The Senior Investment Consultant is part of a diverse matrixed… more
- Wells Fargo (Phoenix, AZ)
- **About this role:** Wells Fargo is seeking a Senior Lead Business Execution Consultant for the Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) Transformation ... subject matter experts across CSBB to develop User Acceptance Testing (UAT) strategy/ planning to ensure high quality delivery + Own successful program delivery,… more