- 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
- 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
- Vanguard (Scottsdale, AZ)
- …life's goals. Wealth Management has a unique mission: To be a trusted partner to our ultra- high net worth clients and their families, going one step beyond ... a difference for future generations. Job Summary: Wealth Management Client Manager The Wealth Management Select Client ...policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by… more
- PennyMac (Phoenix, AZ)
- …document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans within ... Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client experience through daily energetic and creative engagement with fulfillment… 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
- Vanguard (Scottsdale, AZ)
- …you'll be part of a team advising our Personal Advisor Wealth Management (PAWM) ultra- high net worth clients and their families through their unique ... will provide trusted advice, education and a world class client experience and play an instrumental role in making...seven years of progressive wealth planning experience with ultra high - net - worth clients required. + Undergraduate… 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
- 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
- Moss Adams LLP (Phoenix, AZ)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... objectives, scope and methodology and actively participate in decision making with client 's management to understand the broader impact of current decisions and… 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
- City National Bank (Phoenix, AZ)
- …resilience. WHAT WILL YOU DO? * The Entertainment & Sports Banking group serves high - net - worth clients and those families, individuals, and businesses in the ... risk monitoring, internal and external events, and regulatory exams * Exhibit high attention to details in identifying, aggregating, and communicating issues and… more
- Moss Adams LLP (Phoenix, AZ)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... interpersonal skills + Strong organizational skills required for managing multiple client engagements + Proficient with Microsoft Office \(Word, Excel, PowerPoint,… more