- Vanguard (Scottsdale, AZ)
- …a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for our ... Investor clients at Vanguard. At Vanguard, we have a client -first mentality that we live and breathe every day... experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product and… more
- World Insurance Associates, LLC. (Scottsdale, AZ)
- … client solve any challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and ... prospect, and cultivate new business opportunities, focusing on High - Net worth and Private Client accounts, including affluent individuals, family… more
- US Bank (Scottsdale, AZ)
- …from Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of ... experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities Preferred Skills/Experience -… more
- USAA (Phoenix, AZ)
- …home state and/or ability to obtain home state and multistate license within 90 days. + High Net Worth /Private Client Experience and ability to handle ... and compliance policies and procedures. **What you have:** + High School Diploma OR General Equivalency Diploma. + 2...to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker… more
- Charles Schwab (Phoenix, AZ)
- …in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & Estate/Tax Specialist, you will: + Develop and ... The goal of the relationship is to work through client 's sophisticated needs in Tax, Trust, and Estates that...JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +… more
- City National Bank (Phoenix, AZ)
- …attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC ... account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...Investment Management * 2 years of experience in the High Net Worth or Ultra… more
- Guardian Life (Phoenix, AZ)
- … client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...planning recommendations to prospects and clients and educate a client 's professional tax and legal advisors on concepts and… more
- Grant Thornton (Phoenix, AZ)
- …in other tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies ... tools and resources to thrive in your role to meet client needs, deliver high -value solutions, and help you achieve more, confidently. Your day-to-day may… more
- Bank of America (Glendale, AZ)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...+ Risk Management + Trading **Minimum Education Requirement:** + ** High School Diploma / GED / Secondary School or… more
- Coinbase (Phoenix, AZ)
- …years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want… more
- US Bank (Scottsdale, AZ)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires established network ... Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client...Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of… more
- Charles Schwab (Phoenix, AZ)
- …preferably experience in a large call center. + Experience servicing $2million plus high - net - worth clients + Knowledge of banking regulations and policies ... Investment Advisors (RIAs) + Effectively managing and evaluating risk when reviewing client account money movement and help clients/RIAs help with money movements. +… more
- Charles Schwab (Phoenix, AZ)
- …industry working directly with clients **Preferred Qualifications:** + Experience servicing high - net - worth clients + General understanding of brokerage ... that supports our Schwab Wealth Advisory clients. On this client -facing, in-bound phone team, you will be able to...the opportunity for you. We place a premium on high performance, quality service and the ability to contribute… more
- Wells Fargo (Phoenix, AZ)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring… more
- Zions Bancorporation (Scottsdale, AZ)
- …holistically deliver all services of wealth management. + Focuses on building a portfolio of high net worth clients by leveraging your external network. + ... build strong, trusting internal partnerships. + Develops and follows-up on new client leads through existing clients, referrals from other bank departments and… more