- Edward Jones (Tempe, AZ)
- …in partnership with the HNW business segment and APPS strategies. + Help shape and inform High Net Worth client facing advice and guidance related to ... for High Net Worth clients + Ability to review High Net Worth client estate planning documents (ie trusts, wills, power of attorney,… more
- 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
- Edward Jones (Tempe, AZ)
- …and ongoing expert level consultations that meet the needs of our high - net - worth clients based on client objectives, risk profile, account mandates, ... is meaningful - because it has a singular focus: client relationships. What you do every day helps people...answered yes to these questions, joining the Edward Jones High Net Worth team could… 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
- 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
- Deloitte (Tempe, AZ)
- …product roadmap + Minimum of 5 years' experience managing multiple projects, delivering high level presentations and facilitating client meetings + Minimum of 5 ... solutioning process to formulate the best plan to drive client goals forward post implementation. + Establish the Deloitte...including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+… 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