- Charles Schwab (Phoenix, AZ)
- …that extends beyond the SWA specialty team sphere. What you are good at: As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... generation, risk mitigation, and liquidity needs. Our opportunity: Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- Charles Schwab (Phoenix, AZ)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- City National Bank (Phoenix, AZ)
- …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development… more
- Lumen (Phoenix, AZ)
- …the future. **The Role** The Role We are seeking a seasoned and strategic Senior Manager to lead our team of Project Managers within the Marketing Operations PMO. ... + Champion the use of project management tools (Workfront, Adobe Planner , Smartsheet, etc.) to create visibility, drive accountability, and support cross-functional… more
- Deloitte (Tempe, AZ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Wells Fargo (Phoenix, AZ)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
- Deloitte (Tempe, AZ)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Tempe, AZ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax… more
- USAA (Phoenix, AZ)
- …MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation + 10 or more years of Retirement ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Banner Health (Phoenix, AZ)
- …This opportunity includes the option to participate in a variety of health, financial , and security benefits. In addition, this position may be eligible for our ... communications for the President/CEO and other members of the senior leadership team (SLT). Partners with senior ...the health industry is strongly preferred. Strategic thinker and planner with a proven ability to align communication efforts… more
- Fiserv (Phoenix, AZ)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... sales process methodology. + Needs to be a great planner - have a plan, work the plan, re-evaluate...ability to build and sustain relationships at a very senior level with clients gaining trusted advisor status +… more
- Breakthru Beverage Group (Phoenix, AZ)
- …+ Proven track record of leading cross-functional teams, influencing senior stakeholders, and driving organizational change. + Experience operationalizing data ... and cloud-native data platforms. + Experience in regulated industries (eg, financial services, healthcare, consumer goods) with complex compliance requirements. +… more
