- Humana (Phoenix, AZ)
- …strategy. The Financial Analytics Lead plays a pivotal role in our Value Office by collating, modeling, interpreting, and analyzing data to identify and ... risks. + ** Financial Metric Analysis:** Expertly calculate and analyze key financial metrics, including Net Present Value (NPV) and Internal Rate of… more
- Edward Jones (Tempe, AZ)
- …up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...& Co, LP ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds … more
- Edward Jones (Tempe, AZ)
- …virtual, online and other modes of training to branch teams and home office associates on Investment Advisory topics within the context of Goals-based ... Or your idea of a perfect day at the office is a deep dive into equity research. Whatever...division of your coverage responsibility + Establish relationships with Financial Advisors and serve as an Investment … more
- Vanguard (Scottsdale, AZ)
- …a global 24/6 real time support, issue resolution, and end-to-end stewardship of investment & trading data provided to front office portfolio management and ... Vanguard's Investment Operations (IOPS) & Global Investment ...daily IOPS Service responsibilities that includes E quity Middle Office ( MO ) , F ixed Income MO,… more
- PNC (Phoenix, AZ)
- …Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies** ... Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value… more
- Edward Jones (Tempe, AZ)
- …the firm to support the continued growth of Edward Jones' retail investment advisory business and our commitment to helping serious, long-term investors achieve ... their financial goals. Your primary responsibilities will focus on maintaining...being an instrumental partner dedicated to advancing Edward Jones' investment advisory business, we encourage you to apply **What… more
- JPMorgan Chase (Tempe, AZ)
- …maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management, you will have the opportunity ... with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand...Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional… more
- MUFG (Tempe, AZ)
- …voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. ... With a vision to be the world's most trusted financial group, it's part of our culture to put...rewarded. The selected colleague will work at an MUFG office or client sites four days per week and… more
- Bank of America (Gilbert, AZ)
- …management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge. + Performance Requirements: A TFA ... you to bring your whole self to work. We value diversity in our thoughts, business, and within our...Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and… more
- Edward Jones (Peoria, AZ)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... your own practice, supported by your branch team, a home- office team and other regional financial advisors....investment firm, serving over eight million clients.** **Our financial advisors are valued partners, and we credit much… more
- Edward Jones (Phoenix, AZ)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... grow your own practice, supported by branch associates, a home- office team and other regional financial advisors....investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm,… more
- Principal Financial Group (Phoenix, AZ)
- **What You'll Do** We're looking for a ** Financial Counselor I** to join our Retirement and Income Solutions Principal Connection team. In this role, you'll serve as ... our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization. + Provide… more
- US Bank (Tempe, AZ)
- …registered products. Individuals calculate net asset value (s) and disseminate financial and performance information to the investment advisor and their ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Black & Veatch (Phoenix, AZ)
- …technical industry expertise and experience in Gas and Electric Utility Asset Investment Planning and Asset Performance Management solutions (ALRM). As the Principal ... expertise and manage the client engagement while developing and improving Asset Investment Plans and documenting and improving business processes focused on Asset… more
- US Bank (Tempe, AZ)
- …growth. As an integral part of the team, you are responsible for providing value -added services to investment companies and investment advisors. As part ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...practice of US Bank Global Fund Services (USBGFS) provides value -added services to a robust and rapidly growing client… more
- Morgan Stanley (Gilbert, AZ)
- …leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ... Overview*: Are you passionate about helping others reach their financial goals? Are you a self-starter looking to build...a *Registered Client Service Associate *in our *Gilbert, AZ* office * *to help effectively educate, service and lead clients… more
- Edward Jones (Tempe, AZ)
- …up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. **What You Will Do:**… more
- Vanguard (Scottsdale, AZ)
- …investors, to treat them fairly, and to give them the best chance for investment success. Our 11-week paid 'Returnship' will allow you to learn about Vanguard's ... to advocate for investor well-being using Vanguard's principles for investment success. + Receive coaching and support from industry...A passion for investor advocacy and curiosity about the financial services industry + Ability to conduct a needs… more
- Edward Jones (Tempe, AZ)
- …Will Do:** The Wealth Strategist II leverages the extensive resources of our home office to support our financial advisors in serving their clients with complex ... Or your idea of a perfect day at the office is a deep dive into equity research. Whatever...**What Could Set You Apart:** + Advance knowledge of financial planning, investment strategies, tax planning, and… more
- TIAA (Phoenix, AZ)
- …to devise customized financial plans. + Reviews client information, including financial statements, risk investment profile and cash availability. + Working ... Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help… more