- Vanguard (Scottsdale, AZ)
- As a Wealth Planning Consultant , Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division ... planning . Core Responsibilities 1. Provide income tax, estate planning , and/or wealth planning consultations to the largest Vanguard advised clients.… more
- Edward Jones (Tempe, AZ)
- …financial plan to portfolio strategy. **What You Will Do:** The Senior Investment Consultant is an investment specialist who partners with branch teams to ... Overview:** Do you have a strong background in financial planning and experience with complex investment management concepts? What...for you! Edward Jones has developed a new private wealth offering tailored to meet the unique needs of… more