UNKNOWN

FEED

The ideal candidate is authentic, building trust through transparency and strong relationships; humble, open to feedback and grounded in collaboration; curious, with a learning mindset that drives innovation; creative, bringing fresh thinking and practical problem-solving to complex projects; and someone with grit, resilient, driven, and committed to pushing through challenges to deliver meaningful outcomes. Reporting to the Executive Director of Development, the Director of Development is dynamic position responsible for managing the full lifecycle of real estate investments and development projects, including market research, acquisitions, due diligence, underwriting, entitlements, design, construction, leasing, tenant improvements, delivery, and stabilization.

Kitchell Corporation

Director of Development

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This role supports investment proposal development, portfolio construction, operational, and workflow support to Wealth Solutions Consultant, enabling scalable, high-quality delivery of AssetMark's Private Wealth capabilities. The Wealth Specialist supports the AssetMark external Wealth Solutions Consultant in delivering customized investment and wealth management solutions for high-net-worth clients of independent financial advisors.

YEAR

AssetMark, Inc.

Wealth Solutions Specialist

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Focus Partners Wealth

Referral Channel Specialist

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Equitable Financial Life Insurance Company

Financial Services Professional - AZ, Scottsdale, Phoenix (5261)

Asset Mark

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Working closely with internal partners, the Business Development Officer will strategically cultivate these relationships, connecting the right expertise, capabilities, and resources to strengthen engagement and position PNC Financial Wellness Solutions as a valued partner within the broker and consultant community. PNC Financial Wellness Solutions partners with employers to enhance the financial well-being of their workforce through a comprehensive suite of benefit and financial wellness solutions, including HSAs, FSAs, HRAs, student debt programs, earned wage access, and financial education offerings.

The PNC Financial Services Group Inc

Business Development Officer III - Financial Wellness Solutions

The RVP reviews and resolves complex issues, develops local market plans, oversees the team's achievement of portfolio actions and interfaces with team members to provide a high level of customer service for agency partners, claims, risk control, service center, and policy processing. Prioritizes coaching plans and performance assessments (working directly with CUO's) and effective IDPs for AVPs, Directors and MM Underwriters, building out robust regional and key performer perpetuation plans and leading talent pipeline efforts for the franchise.

The Hanover Insurance Group Inc

Regional Vice President, Commercial Lines

Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.

HOUR

Bank of Montreal

Wealth Planner

The successful candidate will serve as a trusted advisor to the CEO and Board, providing financial leadership across corporate strategy, capital markets, mergers and acquisitions, treasury, governance, operational excellence, and long-term shareholder value creation. The ideal candidate combines deep technical financial expertise with demonstrated experience leading organizations through significant growth, acquisitions, business integration, capital raising, and IPO readiness.

We have a simple but radical vision. We want everyone to be able to deposit their gold and earn interest on it. We are unlocking the productivity of gold.

Monetary Metals & Co

Chief Financial Officer (CFO)

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Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. As responsibilities expand, success also includes helping the team deliver consistently through clear coordination, effective knowledge sharing, constructive peer coaching, timely escalation of quality concerns, and practical process improvements.

Nationwide Trans Inc was founded August 11, 2004 by friends and business partners Kong Lee and Tony Tran. They started in the industry at different logistics brokerages and formulated their own business model as a freight transportation provider. Nationwide started out of their one story home in 2004 with only 4 trucks and 4 drivers. After 8 months, they moved int o a 2-acre yard and bought 22 more trucks. Throughout the years, they built strong relationships with top brokers such as Landstar, Schneider, and Coyote. Lastly in July 2011 they moved the company to its current location, Ontario, CA. the 6-acre yard consists of over 100 trucks and 150 trailers. Kong and Tony's next venture is Nationwide Logistics, in which their goal is to build life-long relationships and become a superior 3PL company in the industry.

Nationwide Mutual Insurance Co

Mutual Fund Pricing - REMOTE

Other successive roles lead to areas like an eService Specialist, who assist Advisors via email or Chat, or a Relationship Manager role that specializes in working with newer, growing financial advisors. The Job/What You'll Do: The Advisor Services Service Specialist provides fast and reliable guidance to Financial Advisors and their Service Staff as they utilize the AssetMark platform to serve their clients' investment and financial planning needs.

Advisor Services Service Specialist

The Power Generation Growth Leader will win and deliver Energy Market projects, focused on the Power Generation market sector, nationwide in the U.S. The successful candidate will grow existing client relationships and support the identification and development of new clients for Stanley Consultants. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

Stanley Consultants is a global engineering firm that provides planning, design, consulting, construction and management services to clients with complex challenges in power generation and delivery, transportation, water, utility plants, buildings and the environment. Our experts work across markets and geography to collaborate with clients, communities and colleagues and share a passion for complex problem solving. It&rsquo;s that passion that drives our creativity and innovation, creating bold solutions for our clients.
Founded in 1913, Stanley Consultants has a staff of 1,100 members in 31 offices and has worked in all 50 states, U.S. territories and in 110 countries around the world. Engineering News Record (ENR) magazine ranks Stanley Consultants 22nd in power, 15th in transmission and distribution, 42nd in water supply, 194th in environmental, and 73rd in overall top 500 design firms in the United States. Internationally, ENR ranks Stanley Consultants 129th among the top 225 firms.
We inspire powerful minds by embracing a global mindset, diversity and training to build skills that stretch the imagination. We refer to our employees as &ldquo;members&rdquo; and are proud of our 100 percent member ownership. As owners, our members have a vested interest in successfully serving our clients and share in the inherent rewards that come with our success. 
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Stanley Consultants, Inc.

Growth Leader - Power Generation

As a Consultant, you will serve as a trusted point of contact for assigned client and investment manager relationships, resolving complex inquiries, coordinating solutions across internal partner groups, and driving sustainable service improvements. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust Corp

Custody, Client Service

Serves as a trusted consultant, leveraging deep investment expertise, market insights, and Vanguard's capabilities to drive advisor adoption, strengthen client outcomes, and grow assets under management. Utilizes technology and data-driven insights to expand coverage, personalize engagement, and effectively serve advisors across metro and non-metro markets.

Investment Consultant Jobs in Tempe, AZ

Director of Development Kitchell Corporation

Wealth Solutions Specialist AssetMark, Inc.

Referral Channel Specialist Focus Partners Wealth

Financial Services Professional - AZ, Scottsdale, Phoenix (5261) Equitable Financial Life Insurance Company

Wealth Solutions Specialist Asset Mark

Business Development Officer III - Financial Wellness Solutions The PNC Financial Services Group Inc

Regional Vice President, Commercial Lines The Hanover Insurance Group Inc

Wealth Planner Bank of Montreal

Chief Financial Officer (CFO) Monetary Metals & Co

Mutual Fund Pricing - REMOTE Nationwide Mutual Insurance Co

Advisor Services Service Specialist Asset Mark

Growth Leader - Power Generation Stanley Consultants, Inc.

Custody, Client Service Northern Trust Corp

RIA Hybrid Sales Executive - California Vanguard Group

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