- Edward Jones (Tempe, AZ)
- …Our Edward Jones Trust Company provides personalized investment management and fiduciary services . We are seeking a highly skilled individual to serve ... as a Senior Portfolio Manager to join the team. The duties include consulting...include: + Providing discretionary management for the most complex trust and High Net Worth portfolios in accordance with… more
- Edward Jones (Tempe, AZ)
- …related legal or financial services experience required + Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management ... Trust Company provides a full range of trust , investment management, and custody services to...all contracts relating to the account relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary… more
- Charles Schwab (Phoenix, AZ)
- …the status quo" and transform the finance industry together. As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, ... advisory solution, providing clients with a personal relationship, specialized service , and ongoing advice built on Schwab's approach to...impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to… more
- Highmark Health (Phoenix, AZ)
- …:** **JOB SUMMARY** This job provides Information Security and Risk Management services for the Organization. Works with peers within security, HM Health Solutions ... cyber security framework + Experience supporting SSAE 16 or SOC 2 Security Trust Principle audits + Experience establishing budgets and meeting fiduciary goals… more
- Deloitte (Tempe, AZ)
- …areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment ... June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will...will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more