- Vanguard (Scottsdale, AZ)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax management strategies, and additional … more
- Edward Jones (Scottsdale, AZ)
- …the following ways: + Serve as a tax planning expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate tax ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If...Jones products and services, and ongoing reporting and support. Senior Tax Strategists leverage the extensive resources of our… more
- JPMorgan Chase (Phoenix, AZ)
- 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 ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- JPMorgan Chase (Tempe, AZ)
- …Hispanics and Latinos Fellowship Program - Consumer & Community Banking (CCB) - Financial Advisor Development Track (FADT) Tempe, AZ | Westerville, OH | ... and the firm. You will be exposed to our senior leaders and gain insight into how your diverse...**Line of Business:** Consumer & Community Banking (CCB) **Track:** Financial Advisor Development Track (FADT) The mission… more
- USAA (Phoenix, AZ)
- …part of what makes us so special! **The Opportunity** As a dedicated Advocacy Advisor Senior , you will provide timely, accurate and compliant responses for ... At USAA, we have an important mission: facilitating the financial security of millions of US military members and...6 years of relevant customer service experience in a financial services, fraud, or insurance industry. + 6 years… more
- American Family Insurance - Corporate (Chandler, AZ)
- Are you ready to take your sales expertise into the community? As a Senior Family Risk Advisor , you will be instrumental in expanding our market reach and ... your expertise to offer comprehensive solutions. You will report directly to the Senior Manager, Branch Sales. Base pay is $28.00/hour and is eligible for monthly… more
- CenterWell (Phoenix, AZ)
- …caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and ... support for business segments or the company at large. The Strategy Advancement Advisor works on problems of diverse scope and complexity ranging from moderate to… more
- Vanguard (Scottsdale, AZ)
- The Senior Compliance Advisor supports the development, implementation, and maintenance of compliance processes, as well as compliance monitoring functions ... Experience compliance team. This role serves as a trusted advisor to the business, provides guidance and oversight of...work experience, with at least two years within a financial services compliance function. + Undergraduate degree or equivalent… more
- Lumen (Phoenix, AZ)
- …the world and shape the future. **The Role** As a Lead Labor Relations Advisor , you will be a key contributor on our Labor Relations team, providing professional ... significant impact on our unionized workforce. **The Main Responsibilities** + Trusted Advisor : Serve as a trusted internal advisor , providing solutions-based… more
- The Cigna Group (Scottsdale, AZ)
- The Public Sector (G&E) Business Development Senior Advisor is responsible for influencing key decisions and taking actions that result in public sector ... growth & success. This role will serve as an advisor and key partner to local market sales teams...but not limited to: + Meetings with HR, Finance, Senior Management officials. + Engagement with union employee leadership.… more
- PNC (Phoenix, AZ)
- …to contribute to the company's success. As a Branch Network Planning Advisor within PNC's Retail Distribution Operations - Centers of Excellence organization, you ... design and construction to meet strategic customer experience objectives within financial guidelines. + Develops business cases for major capital investment… more
- Humana (Phoenix, AZ)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team you'll enable Humana leaders as they leverage modern ... of corporate, business, and/or IT strategy experience working with executives, senior leaders, and subject-matter experts + Passionate about continuously improving… more
- Cardinal Health (Phoenix, AZ)
- …strategy and pricing, facilitating the deal approval process and related governance, and financial modeling of deal economics across a variety of scenarios. This job ... and pricing recommendations to the Marketing and Sales teams + Create financial models, applying pricing analytics and other financial components related… more
- US Bank (Tempe, AZ)
- …and closed-end registered products. Individuals calculate net asset value(s) and disseminate financial and performance information to the investment advisor and ... 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
- Edward Jones (Scottsdale, AZ)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Serve as an estate planning expert in partnership with the lead planner and financial advisor to uncover, understand, and articulate client estate and legacy… more
- Wells Fargo (Chandler, AZ)
- …of business at wellsfargojobs.com. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence analytical strategies for highly ... **About this role:** Wells Fargo is seeking a Senior Lead Analytics Consultant within Auto. This role...managers across the enterprise and serve as an expert advisor to leadership **Required Qualifications:** + 7+ years of… more
- Wolters Kluwer (Phoenix, AZ)
- …for how to meet those demands + Manage relationships and serve as trusted advisor to ( senior executive) stakeholders at existing customers and develop new ... your place here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Senior Field Sales Executive role offers growth potential opportunities,… more
- Bank of America (Glendale, AZ)
- Senior Banker - bilingual Spanish required Glendale, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Deloitte (Tempe, AZ)
- …an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... M&A IT Strategy and Diligence Senior Consultant The US M&A and Restructuring (M&A/R)...client requirements such as business case, pricing, or complex financial and technical analysis, and interpreting and reporting on… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Proven ... in? We are looking for a sharp, analytical Federal Senior Tax Manager to join the Business Tax Services...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more