- 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
- 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
- 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)
- …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 ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- Edward Jones (Tempe, AZ)
- …are part of the durable, client-facing team that works closely with the Financial Advisor , Senior and Associate Planners and other members of a diverse matrixed ... have a desire to be a part of the wealth management process? Do you have a strong background...concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes… more
- Edward Jones (Tempe, AZ)
- …applicants. **Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? ... opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs...Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our… 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
- 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
- Carrington (Chandler, AZ)
- …complex problems and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a ... transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the… more