- 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)
- …in client's financial plan to portfolio strategy. **What You Will Do:** The Senior Investment Consultant is an investment specialist who partners with branch ... sophisticated investment products, and developing solutions to challenging portfolio problems. The Senior Investment Consultant is part of a diverse matrixed… more