- Morgan Stanley (Gilbert, AZ)
- …goals; financial planning; financial products; Financial services; Financial Solutions Advisor ; FINRA; Gilbert, AZ; helping clients; Inside ... existing book of Morgan Stanley relationships. As a*Virtual Client Financial Advisor - Gilbert, AZ*,your primary focus...* Bachelor's degree or equivalent * 1-3 years ofrelevant financial services or brokerage sales experience preferred… more
- JPMorgan Chase (Phoenix, AZ)
- …with strong commitment to accuracy JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ... Banking clients. **Job Responsibilities** + Consult on and execute brokerage trades, including: advising the client on trade execution,...team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and… more
- Edward Jones (Scottsdale, AZ)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... see them coming a mile away. You and your financial advisor are essential in working together...top 25% of employee engagement. 2022 Wealth Professional's 5-Star Brokerage Award for Edward Jones' commitment to corporate culture… more
- HUB International (Scottsdale, AZ)
- …market space (500+ employees) and employee benefits consultants + Prior Employee Benefits brokerage experience preferred + 3+ years of financial , clinical or ... require up to 50% travel. **Major Responsibilities:** + Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level +… more
- WTW (Phoenix, AZ)
- …pharmacy and broader health care delivery in North America. You will grow our solutions portfolio with a focus on driving client value and revenue. A pharmacist is ... of a team of consultants as the lead pharmacy strategic partner and trusted advisor to large, complex clients in the design and management of their pharmacy benefit… more