• High Net Worth Specialist - West

    Guardian Life (Phoenix, AZ)
    …region **You have** + 5+ years overall experience in wealth management, preferably advisory and/or alternative investments + Bachelor's degree or equivalent work ... products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue Securities (PAS). Reporting to the… more
    Guardian Life (01/04/25)
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  • Centralized Lending Specialist - Bilingual…

    Bank of America (Chandler, AZ)
    …with clients proactively. + Has an ability to assess client needs and suggest/promote alternative products or services + Has ability to learn all platform ... Centralized Lending Specialist - Bilingual Team Chandler, Arizona **Job Description:**...and/or aptitude in system technologies + Has effective customer service skills with ability to manage the full client… more
    Bank of America (01/08/25)
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