Senior Wealth & Portfolio Consultant
Edward Jones HQ
Edward Jones in Tempe, Arizona, is looking for a High Net Worth Consultation specialist. You will partner with branch teams to deliver personalized wealth management services, focusing on tailored investment advice to meet clients' financial goals. The role requires a bachelor's degree, FINRA Series 7 and 66, and 5 years of financial services experience. Join a firm that values collaboration and aims to improve clients' financial lives through expert guidance and product offerings that cater to high-net-worth individuals. #J-18808-Ljbffr Edward Jones
- ...underwriting, customer relationship management, and financial analysis. Responsibilities include developing client strategies, managing portfolios, and providing guidance to junior officers. This role offers a chance to contribute to a supportive team culture focused on...Senior
- ...Work Flexibility: HybridAs Principal Portfolio Manager, you’ll take the lead in shaping a critical portfolio for Stryker’s Sustainability Solutions business and accelerate growth in a dynamic, mission‐focused environment.**Lead market strategy** by forecasting trends,...SuggestedFor contractorsWork experience placementWork from homeRelocationRelocation packageMonday to FridayShift work
$134.14k - $176.05k
Hi, we're Oscar. We're hiring a Senior Manager, Portfolio Strategy & Business Cycle Execution to join our Strategy and Operations team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members...SeniorFull timeWork at officeLocal areaFlexible hours- ...Align Technology, Inc. in Tempe, Arizona is hiring a Senior Financial Analyst for the Corporate FP&A team. The role involves supporting global revenue forecasting, conducting financial analyses, and collaborating with cross-functional teams to enhance financial decision...Senior
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- ...Dulaney Perkins Eye Center, Southwestern Eye Center, Retinal Consultants of Arizona, M&M Eye Institute, Abrams Eye Institute, Southwest... ...importantly, rewarding and recognizing our employees! Overview As the Senior Financial Analyst (FP&A) , you will assist the FP&A Manager in...Senior
- ...Job Overview Edward Jones is seeking a PMO Portfolio Analyst to join the Planning & Analysis team within our Digital organization. The... ...and forecasting process for the Digital organization to provide senior leaders with spend visibility and help Digital leaders prioritize...Temporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- ...finance professionals to join the Global Corporate FP&A team as a Senior Financial Analyst, supporting global revenue forecasting,... ...trends, drivers, and opportunities for improvement across product portfolios and regions. Support month‑end, quarter‑end, and annual close...SeniorHourly payFull timeTemporary workInternshipLocal areaWorldwideFlexible hours
- ...Broughton Group is looking for a PMO Portfolio Analyst to join our Digital Planning & Analysis team in Tempe, AZ. This role is integral to the annual financial planning and budgeting processes, ensuring accuracy across the portfolio. Responsibilities include forecasting...
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...SeniorHourly payContract workFor contractorsWork experience placementRemote work- ...A well-known mortgage lender is seeking Loan Originators for their Chandler, AZ office. This role involves consulting with borrowers, managing loan pipelines, and utilizing advanced technology for loan qualification. Candidates should have recent mortgage loan origination...SeniorWork at office
- ...TwinThread is seeking a Business Relationship Manager Senior - Acquisition in Tempe, AZ. This role focuses on developing and managing a portfolio of large business clients, emphasizing strong relationships and personalized financial advice. Ideal candidates will have at...Senior
- ...Arizona State University is seeking a Senior Director of Development to oversee fundraising strategies for ASU Health. In this role, you will manage a portfolio of foundation prospects, aiming to secure significant financial support while collaborating with various academic...Senior
$88k - $125k
...Job Description Job Description Senior Financial Services Consultant - Remote | Advisory & Leadership Development Path We are expanding our team of Financial Consultants in a fully remote environment and are seeking experienced professionals based in the United...SeniorRemote workFlexible hours- This job posting is anticipated to remain open for 30 days, from 01-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first...SeniorTemporary workWork at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hours3 days per week
$160k
...making through accurate forecasts, cross-functional insights, and scenario planning. Own and lead end-to-end global IBP process (Portfolio, Demand, Supply, IR, MBR). Facilitate Integrated Reconciliation (IR) and Management Business Review (MBR). Drive inventory...Senior- ...Senior Account Executive If you are looking to join a company that will allow you to grow your business... ...proactively managing and expanding your customer portfolio. You will leverage your expertise in consultative selling to identify and address solution gaps, uncover...Senior
$53.3k - $71.1k
...day net asset value calculation. You will prepare daily general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate...Temporary workWork experience placementWork at officeLocal areaMonday to FridayShift work3 days per week- Koitecc Solutions is seeking a professional for a pivotal role in compliance and risk management, where you will shape the future of our operations. You will identify operational risks and develop effective control strategies while collaborating with business executives...Senior
- ...Senior Financial Aid Administrator As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great...SeniorWork at office
$71k - $106k
...competitive salaries and benefits in an exciting, entrepreneurial industry. Job Description/Responsibilities The On Premise Portfolio Manager is responsible for managing and growing the Bond & Royal portfolio of brands in the influential independent on premise...Work at officeLocal areaNight shiftWeekend work- ...Technology Process Manager - Application Portfolio Manager The Application Portfolio Manager (APM) collaborates with Technology Operations and Product Technology leadership, product and application owners, customers and partners to establish and direct the Application...
- ...Job Description Job Description Tax Senior – Public Accounting | Fully Remote or Hybrid Work from anywhere. Advance your career... ...Identify and implement tax planning strategies for a diverse portfolio of clients Build strong client relationships through clear...SeniorLocal areaRemote work
- ...coverage as well as 401(k) benefits. A company that values having fun. Seriously….Have Fun is one of our Core Values. Responsibilities: Consult with borrowers, listen to their needs and help them evaluate AmeriSave’s options Manage a pipeline of both purchase and refinance...SeniorWork at officeImmediate start
$58k - $69k
Job Description Job Description Salary: $58,000 - $69,000/ year Who We Are: University of Advancing Technology (UAT) is an elite, intimate, private college in Tempe, Arizona, focused on educating students in advancing technology who desire to innovate for our...SeniorTemporary workSummer workCasual workWork at officeVisa sponsorshipMonday to FridayFlexible hours- ...Chandler, Arizona seeks a Grants Manager responsible for overseeing the full lifecycle of grant funding. You will lead the grants portfolio, ensuring alignment with organizational goals, and supervise Grant Coordinators while engaging in high-quality grant development....Senior
$100k
...professionals who are motivated by an uncapped commission structure and the opportunity to earn $100k+. As a Sr. Financial Inside Sales Consultant , you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal...SeniorHourly payContract workWork at officeRemote workWork from homeShift work- ...that combines the resources of a larger practice with the close-knit culture of a boutique environment. The firm serves a diverse portfolio of clients across industries and is looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute to the firm’...SeniorFull timeRemote workFlexible hours
$115k
...custom machining processes and systems. Headquartered in Sudbury, Mass., and in operation since 1958, Methods provides an end-to-end portfolio of best-in-class products, engineering, service, parts, training, and integration. Methods has more than 300 employees, seven...SeniorNight shift- ...forecasts and clearly communicate and effectively manage deadlines Responsible for owning the monthly financial reporting package for senior management as needed Assist in driving the global finance team to complete business deliverables for forecasting, reporting,...SeniorHourly payFull timeInternship
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