- Vanguard (Scottsdale, AZ)
- …and performs other duties as assigned. Qualifications + Bachelor's degree. + Certified Trust and Financial Advisor (CTFA) designation required (or ability to ... Responsibilities + Manage a large and complex book of trust accounts and responsible for the client experience. +...the client experience. + Oversee the day-to-day administration of trust accounts by partnering with a Trust … more
- Umpqua Bank (Scottsdale, AZ)
- Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood Village, Colorado Los Angeles, California San Diego, California ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Vanguard (Scottsdale, AZ)
- …place to grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: + ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's… more
- First International Bank and Trust (Chandler, AZ)
- Senior Executive Assistant Department: Corporate Location: Chandler, AZ PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3440802&source=3440802-CJB-0) First International Bank and Trust is a progressive growth-oriented family-owned community bank and… more
- Edward Jones (Tempe, AZ)
- …sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office and ... for clients. Setting expectations with estate planning/legal service provider, client, financial advisor , and High Net Worth team to deliver timely advice and… 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 research ... in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software),… more
- Vanguard (Scottsdale, AZ)
- …assets. Your support will take the complexity off their plate and instill trust as they navigate their investing journey. Relationship Building: Grow and nurture ... meaningful relationships with clients, becoming their trusted advisor during pivotal moments. Expertise and Simplicity: Take the complexity out of financial… more
- Amazon (Tempe, AZ)
- …Services (SPS) team is looking for a Finance Manager for the Customer Trust (CT) org. The SPS organization employees over 20,000 employees who provide support ... cross-team decisions to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while maintaining a high… 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 ... Work in partnership with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance, Legal, Service, Operations, Senior Portfolio Strategist,… more