- 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
- Vanguard (Scottsdale, AZ)
- … client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with… 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
- 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
- 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
- Charles Schwab (Phoenix, AZ)
- …industry together. Charles Schwab is looking for best in class talent that will serve Ultra High Net Worth (UHNW) clients who have bank lending needs. This ... support, lending servicing, and lending operations for Schwab's Ultra High Net Worth Clients. Charles...responses to questions, offering alternatives and ensuring an excellent client experience + Handle inbound and outbound servicing phone… 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
- 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
- US Bank (Scottsdale, AZ)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires established network ... Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client...Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of… 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
- Bank of America (Sun City, AZ)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- Vanguard (Scottsdale, AZ)
- …for Personal Investor, with a particular focus on attracting new high value and high net worth clients. Coach crew to understand and position appropriate ... sales consultants are expected to engage in meaningful conversations to understand client needs and position the Vanguard products and services that investors can… more
- Charles Schwab (Phoenix, AZ)
- …industry working directly with clients **Preferred Qualifications:** + Experience servicing high - net - worth clients + General understanding of brokerage ... that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to...the opportunity for you. We place a premium on high performance, quality service and the ability to contribute… more
- Wells Fargo (Phoenix, AZ)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring… more