Client Advisor Chapman BMW on CamelbackClient AdvisorPhoenix, ArizonaCandidate can expect to spend a majority of their workday interacting with customers over the phone and in-person in the dealership show room and sales lots. As a Client Advisor , you will own the client experience by understanding customer preferences and offering tailored solutions and exceptional product knowledge.
Sr Solutions Advisor, Retail & Grocery Blue YonderSr Solutions Advisor, Retail & GroceryScottsdale, AZRemote$120,000–$150,000 / yearDeploy and configure SaaS solutions; understand change management impacts, how to operate the solutions, integration points, customization options, and project lifecycle (discovery and design to go-live and post-deployment support). This role will play a critical part in driving customer satisfaction and success by providing high-value strategic guidance, subject matter expertise, and tailored solutions that address each customer's business needs.
Sr Manager - Financial Planning & Analysis CVS Health CorpSr Manager - Financial Planning & AnalysisAZ$82,940–$182,549 / yearAs a trusted advisor to leadership, you will provide financial insights, support resource allocation decisions, and help ensure the organization meets its financial and strategic goals. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Account Executive IV - Financial Institutions (MST) Vericast CorpAccount Executive IV - Financial Institutions (MST)Phoenix, AZRemote$116,000–$142,000 / yearAs an Account Executive IV - Financial Institutions, you will carry your own sales quota within the Major & Strategic Accounts sales team and deliver digital & analog marketing, payments, deposit & loan acquisition, and other engagement solutions to your assigned territory of existing Vericast bank and credit union clients. Based on your quota, you will develop account plans, set solution sales objectives, identify & qualify new sales opportunities, and partner with internal strategists, SMEs, and business analysts to achieve and exceed your sales targets.
Financial Controller - (Executive level in Renewable Energy Industry) AstroHireFinancial Controller - (Executive level in Renewable Energy Industry)Phoenix, ArizonaIndustry-Specific Accounting: Manage financial oversight of inventory and supply chain operations, including costing models for solar components (panels, inverters, etc.) and specific construction accounting practices like Work in Progress (WIP) and job costing. Navajo Power Home is a next-generation utility provider that was established in 2021 with the vision of bringing the power of the sun to all homes on Navajo and Hopi Nation that are seeking good quality, consistent and reliable electricity service.
Senior Associate, Financial Services Vestwell Holdings Inc.Senior Associate, Financial ServicesScottsdale, AZ$60,000–$70,000 / yearSuccessful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues.
NewPWM Senior Private Wealth Advisor U.S. BankPWM Senior Private Wealth AdvisorScottsdale, Arizona$152,370–$186,230 / yearFailure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment Basic Qualifications- Bachelor's degree, or equivalent work experience- 10 or more years of experience in high and ultra-high net worth client wealth management activities Preferred Skills/Experience- Excellent relationship management, networking, and business development skills- Extraordinary talent for driving business- Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services- Ability to partner with colleagues to identify and service unique clients' needs- Well-developed analytical and problem-solving skills- Excellent writing, speaking, and presentation skills- Ability to make critical decisions independently- Professional designation such as CFA or CFP is preferred This role is hybrid. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Business Incident Response & Communication Advisor First Citizens BankBusiness Incident Response & Communication AdvisorPhoenix, ArizonaFull timeThe candidate will maintain and improve a comprehensive library of incident communications, including client communications, internal status updates, talking points, FAQs, and SharePoint site management. Overview: This pivotal role in first-line risk management focuses on incident response and communication within the Commercial Bank and requires a candidate who can demonstrate courage and maintain strategic perspective.
Corporate Financial Planning & Analysis (FP&A) Analyst Aduro AdvisorsCorporate Financial Planning & Analysis (FP&A) AnalystPhoenix, ArizonaThe Corporate FP&A Analyst plays a critical role in supporting a 400+ employee organization by supporting core FP&A processes with a strong focus on accuracy, scalability, systems management and continuous process improvement. Experience working with ERP/accounting systems and FP&A/reporting tools (experience with Datarails, Xero, Paylocity, Workday or similar systems preferred).
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementPhoenix, AZIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Career-Transition Partnership - For Advisors Approaching Reduced Production WealthBridge Financial GroupCareer-Transition Partnership - For Advisors Approaching Reduced ProductionChandler, AZJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Clinical Advisor - Oncology & Rare Disease Products (BCOP) CVS Health CorpClinical Advisor - Oncology & Rare Disease Products (BCOP)AZRemote$135,575–$228,800 / yearDevelop cost management and population health programs such as formulary and coverage strategies, prior authorization programs, care management programs, patient and provider engagement programs, value-based arrangements, and more to promote the delivery of high-quality, safe, and effective programs which optimize health outcomes, improves the provider and member experience, and reduces costs for clients and members. This position will be responsible for driving growth in Specialty by 1) building innovative products that secure our position as the market leader in payor focused Specialty solutions and 2) creating disruptive and holistic solutions to address oncology, rare disease, and other high-cost therapies to ensure best in class management of cost and quality of care.
Business Incident Response & Communication Advisor First Citizens BancShares IncBusiness Incident Response & Communication AdvisorPhoenix, AZThe candidate will maintain and improve a comprehensive library of incident communications, including client communications, internal status updates, talking points, FAQs, and SharePoint site management. This pivotal role in first-line risk management focuses on incident response and communication within the Commercial Bank and requires a candidate who can demonstrate courage and maintain strategic perspective.
Servicing Travel Advisor IV, Chase Travel JPMorgan Chase & CoServicing Travel Advisor IV, Chase TravelAZChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Showcase capacities in conflict management and customer relationship management, with the ability to promptly resolve travel-related issues and maintain professional relationships with clients and vendors.
Business Banking Treasury Management Advisor - Relationship Manager I PNC BankBusiness Banking Treasury Management Advisor - Relationship Manager IPhoenix, ArizonaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Specialty Finance Advisor Senior JPMorgan Chase & CoSpecialty Finance Advisor SeniorTempe, AZAct in a business development capacity as the subject matter expert to identify steps/strategies necessary to develop the SBA and Commercial Real Estate portfolio including development of referral sources and joint calling with BRMs on clients and prospects; achievement of targets for assigned markets while following appropriate risk protocols and best business practices and maintaining client satisfaction. The Specialty Finance Business Lending Advisor is responsible for consulting and partnering with BRMs to assess the SBA financing needs and Commercial Real Estate financing needs of existing clients and prospects and identify, structure, and close loans successfully.
Senior Home Lending Advisor - Surprise AZ JPMorgan Chase & CoSenior Home Lending Advisor - Surprise AZSun City, AZJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewFinance Advisor University of Phoenix IncFinance AdvisorPhoenix, AZRemoteEvaluate students' accounts to explore financial aid solutions that assist students in attaining their educational goals; effectively analyze complex students' financial aid situations and communicate findings with students in a way that is easily comprehendible. A Finance Advisor conducts research regarding students' finance needs and related issues, determines the best course of action to communicate to the student and ensures that financial aid processes are completed in accordance with established guidelines.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerPhoenix, AZ$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Director, Divisional Financial Planning & Analysis - South Loenbro IncDirector, Divisional Financial Planning & Analysis - SouthGilbert, AZLoenbro is a trusted, long-term construction lifecycle partner to thousands of customers across the U.S. Our market spans all industries and our service offerings include Critical Electrical, Mechanical & Structural, Soft Crafts, Inspection, Underground Maintenance and Installation, and Fabrication. Lead weekly and monthly operating reviews (MOR) including presentation to Senior Leadership Teams - providing detailed finaincal insights including actuals vs forecast performance.
(USA) Tire and Battery Service Advisor Walmart Inc(USA) Tire and Battery Service AdvisorChandler, AZ$20–$28 / hourLeverages technology to enhance operations and engagement by using digital tools and handheld devices to plan sales, improve the service experience, make real-time business decisions, stay informed about products and training, and encourage THE adoption of new tools among team members. Respect the Individual: Embraces differences in people, cultures, ideas, and experiences; creates a workplace where associates feel seen, supported and connected through a culture of belonging; creates opportunities for all associates to thrive and perform; helps to attract the best talent.
Tire and Battery Service Advisor Walmart IncTire and Battery Service AdvisorGLENDALE, AZ$20–$28 / hourLeverages technology to enhance operations and engagement by using digital tools and handheld devices to plan sales, improve the service experience, make real-time business decisions, stay informed about products and training, and encourage THE adoption of new tools among team members. Respect the Individual: Embraces differences in people, cultures, ideas, and experiences; creates a workplace where associates feel seen, supported and connected through a culture of belonging; creates opportunities for all associates to thrive and perform; helps to attract the best talent.
IF Central Financial Analyst Intel CorpIF Central Financial AnalystPhoenix, AZ$73,820–$96,100 / yearThe successful candidate must demonstrate the following: Strong analytical rigor and attention to detail, with comfort working in spreadsheets or similar data tools and an interest in developing capability in financial models, Power BI, Power Query, and planning processes. Key responsibilities for the role include: Support execution of the LRP and financial planning processes by maintaining high-quality data inputs, supporting templates, and helping ensure core models are accurate, reliable, and decision-ready.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesTempe, AZYour role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
NewTesla Advisor, Delivery Tesla IncTesla Advisor, DeliveryPhoenix, AZWork closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
NewSenior Retirement Plan Advisor & Client Growth Lead AlerusSenior Retirement Plan Advisor & Client Growth LeadPhoenix, AZAlerus Financial seeks an experienced retirement advisor to grow and support advisor relationships, handle escalations, and drive plan education for retirement plans. You will manage a book of business, present the value of Alerus solutions to decision makers, and apply ERISA knowledge while conducting regular reviews.
ICM/BAW Developer Advisor Elevance HealthICM/BAW Developer AdvisorMesa, California$140,116–$210,174 / yearExperience developing custom functionality within FileNet, ICM, and IBM BAW including custom widgets performing custom functions within custom built interfaces residing within IBM Case Manager strongly preferred. Hands on experience with designing, developing, and implementing the business processes and interface using workflow tools like IBM Case Manager, javascript, dojo, and java strongly preferred.
Business Advisor - Helping Entrepreneurial Companies Grow & Scale The Scalable CompanyBusiness Advisor - Helping Entrepreneurial Companies Grow & ScalePhoenix, AZWe deliver our flagship 16-week program, the Get Scalable Accelerator, as well two different flagship 12-month backend programs, the Scale & Exit Accelerator and Founders Board Mastermind – each of which are designed for bootstrapped entrepreneurs at different stages of their business. By combining best-in-class models and frameworks with access to peer masterminds and world-class mentors, we increase the odds of a successful outcome for entrepreneurs, their families, and their teams and customers.
Chief Financial Officer IMEG CorpChief Financial OfficerPhoenix, AZ$200,000–$275,000 / yearAs a key executive leader, this role includes a requirement for significant stock ownership to align with long-term organizational success (details provided during the process). IMEG is seeking a strategic and results-driven Chief Financial Officer (CFO) to help advance our established growth strategy and drive continued momentum.
NewRemote Benefits Advisor - Part-Time | Weekly Pay & Growth MediumRemote Benefits Advisor - Part-Time | Weekly Pay & GrowthChandler, AZRemoteThis opportunity allows individuals to engage virtually with clients, develop empowering financial strategies, and enjoy a dynamic team environment. Ideal for those looking to enhance their financial acumen while maintaining their current job stability.#J-18808-Ljbffr.
Client Service Associate (Scottsdale, AZ) Raymond James Financial IncClient Service Associate (Scottsdale, AZ)Scottsdale, AZThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
NewWealth Strategist II Edward JonesWealth Strategist IITempe, AZTeam OverviewGenerations Consulting is a team within the Private Wealth area that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions to high net worth (HNW) clients. We collaborate across Edward Jones home office teams and external third party relationships to deliver personalized advice with a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies.
Wealth Management Associate - AZ, Scottsdale (5241) Equitable Financial Life Insurance CompanyWealth Management Associate - AZ, Scottsdale (5241)Scottsdale, AZOur commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness.
Senior Investment Consultant ( Arizona- Southwest Region) Thornburg Investment Management IncSenior Investment Consultant ( Arizona- Southwest Region)AZThe SIC will be responsible for selling Thornburg's mutual funds, SMA products, ETFs, and Private offerings to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Regional Sales Director Morningstar IncRegional Sales DirectorPhoenix, AZ$260,100–$468,175 / yearAs a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them.
Director, Business Development NWPS Raymond James Financial IncDirector, Business Development NWPSAZ$100,000–$130,000 / yearJob Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
High Net Worth Client Development Analyst Edward D Jones & Co LPHigh Net Worth Client Development AnalystAZReporting to the HNW Client Development Manager, you analyze client needs, support Financial Advisors and Branch Teams, and help implement strategies that deliver HNW products & services, HNW-focused offerings, Banking, and Financial Planning support. You serve as the primary point of contact between the field and High Net Worth (HNW) offerings, acting as a subject matter expert and guiding branch teams along the optimal path for client servicing and engagement.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorMesa, AZEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Investment Specialist - Remote Bank of MontrealInvestment Specialist - RemoteAZRemote$41,714–$77,500 / yearInquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance).
Firm Account and Engagement Finance Specialist Lead Deloitte Touche Tohmatsu LtdFirm Account and Engagement Finance Specialist LeadTempe, AZ$84,300–$155,400 / yearAs a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewWealth Planning Consultant, Senior Specialist-2 VanguardWealth Planning Consultant, Senior Specialist-2Scottsdale, AZRemoteAs a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
Mortgage Banker Morgan StanleyMortgage BankerTempe, AZ$110,000–$190,000 / yearJob Description/Position Responsibilities: Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to: Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients' needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
UHNW Senior Mortgage Consultant Morgan StanleyUHNW Senior Mortgage ConsultantTempe, AZOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Uhnw Senior Mortgage Consultant Morgan StanleyUhnw Senior Mortgage ConsultantTempe, AZOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Mortgage Specialist Morgan StanleyMortgage SpecialistTempe, AZOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Embrace the Morgan Stanley core value of "Putting Clients First" by listening to client needs; understanding the loan transaction; managing expectations; and providing transparent client/partner communication and timely updates throughout the overall mortgage loan process.
NewTax Senior - Private Wealth DeloitteTax Senior - Private WealthTempe, AZFull timeAs a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
NewTax Senior, Private Equity DeloitteTax Senior, Private EquityTempe, AZFull timeOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
NewTax Senior - Real Estate DeloitteTax Senior - Real EstateTempe, AZFull timeOur clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
Strategic Lead, Forecasting and Metrics Analytics Vanguard GroupStrategic Lead, Forecasting and Metrics AnalyticsScottsdale, AZFinancial Advisor Services (FAS) delivers investment products and services-including ETFs and mutual funds-to financial advisors across broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. This role partners closely with senior leaders to translate complex financial and digital data into forward-looking intelligence that informs business strategy, goal setting, and execution.
Wealth Planning Consultant, Senior Specialist-2 Vanguard GroupWealth Planning Consultant, Senior Specialist-2Scottsdale, AZRemoteAs a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.