- 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...to grow and develop others and self. Qualifications: + CFP (R) designation required . + Series 7, 63 or… 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 ... reporting and support. **What You Will Do:** + Support Senior planner and partner with home office and third-party...clients. Setting expectations with tax planning/legal service provider, client, financial advisor , and High Net Worth team… 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 ... clients. Setting expectations with estate planning/legal service provider, client, financial advisor , and High Net Worth team...+ Insurance license required 6 months of hire + CFP (R) preferred or obtained in accordance with firm policy… more
- Deloitte (Tempe, AZ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Proven ability to grow and manage a book of ... 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
- Deloitte (Tempe, AZ)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- Deloitte (Tempe, AZ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Tempe, AZ)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... of experience and knowledgeable industry professionals! What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will… more
- Deloitte (Tempe, AZ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Tempe, AZ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Tempe, AZ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Deloitte's Business Tax Services (Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable… more
- Deloitte (Tempe, AZ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%)… more
- Vanguard (Scottsdale, AZ)
- …Wealth Management will lead, develop, empower, and guide a team of Wealth Advisor Executives in providing wealth planning to help clients with their wealth planning ... it takes + Leads a team of Arizona-based Wealth Advisor Executives who manage the wealth of the largest...penetration, and growth. + Collaborates with a team of senior leaders who lead our Trust Department, Wealth &… more