Senior UHNW Wealth Planning Strategist (Hybrid)
The Vanguard Group
The Vanguard Group is looking for a Wealth Planning Consultant, Senior Specialist in Scottsdale, AZ. In this pivotal role, you will provide advanced financial, tax, and estate planning consultations to ultra-high net worth clients, ensuring personalized advice throughout their complex investment journeys. The position requires strong analytical skills and the ability to guide other team members while collaborating with financial advisors to enhance client experiences. A graduate degree and extensive experience in finance are preferred. #J-18808-Ljbffr The Vanguard Group
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior UHNW Wealth Planning Strategist (Hybrid) in Scottsdale, AZ vacancy
$91.8k - $171k
...financial advisor to provide customized advice and specialized planning for high-net-worth clients. Responsibilities include engaging clients... ..., a university degree and the ability to manage complex wealth strategies. The position offers a salary range of $91,800 to $1...Senior$91.8k - $171k
...Wealth Planning Specialist Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized... ...serves as a specialist resource to senior leaders and stakeholders. Applies...SeniorPart timeLocal areaShift workBmo
Scottsdale, AZ22 hours ago- Vanguard is seeking a Senior Portfolio Strategist to enhance advisory services to sophisticated clients. This role involves advising on asset allocation, conducting investment reviews, and collaborating with internal partners to optimize client strategies. Ideal candidates...SeniorRemote job
- ...dollar contracts. The ideal candidate will have a Bachelor's degree in a relevant field and significant procurement experience, along with strong analytical and communication skills. This hybrid role requires residing in Arizona. #J-18808-Ljbffr Arizona Public Service - APSSenior
$180k - $200k
National Bank of Arizona is looking for a Wealth Planning Strategist in Phoenix, AZ, focusing on providing personalized financial planning and wealth management services to affluent clients. The ideal candidate must have over 10 years of experience in financial and estate...Senior- ...leading aerospace company located in Phoenix, Arizona, is seeking a Subcontract Manager to oversee FAR15 proposals and subcontracts on a hybrid work schedule. The role requires managing supplier relationships and ensuring compliance with company policies. The ideal candidate...Senior
- ...years in communications, preferably within HR, and a Bachelor's degree in Communications or a related field. This position offers a hybrid work schedule and a comprehensive benefits package including medical, dental, vision, and 401(k) matching. #J-18808-Ljbffr...Senior
- HireneXus is seeking a Senior Wealth Advisor for their multi-family office in Phoenix/Scottsdale Area. The role involves leading client teams and providing personalized wealth management services to UHNW clients with assets between $20M and $50M+. The ideal candidate is...SeniorWork at office
- BMO in Scottsdale, Arizona is looking for a specialist to provide wealth planning for High Net Worth and Ultra High Net Worth clients. This role requires a minimum of 5 years in a similar position and involves collaborative efforts with various professionals to offer comprehensive...
- Northern Trust Corp in Phoenix, AZ is seeking a Sr. Portfolio Advisor to manage investment activities for major high net worth accounts. This role requires a minimum of 8 to 12 years of investment experience and expertise in portfolio management. You will develop and implement...SeniorFlexible hours
$135k - $160k
Advisor Group is seeking a Senior Financial Planning Strategist in Scottsdale, AZ. This full-time role requires deep expertise in financial, estate, business, and tax planning strategies, focusing on high net worth clients. The successful candidate will provide innovative...SeniorFull time$135k - $160k
Osaic is looking for a Senior Financial Planning Strategist in Scottsdale, AZ, focused on high-net-worth planning services. This full-time role offers a salary between $135,000 and $160,000 annually plus bonuses. The successful candidate will leverage over 10 years of...SeniorFull time$165k - $205k
Universal Electronics Inc. is looking for a Senior Patent Agent in Scottsdale, Arizona, to manage a global patent portfolio. The role involves patent drafting, prosecution, and collaborating closely with engineers and R&D specialists. Candidates should possess at least...Senior$80k - $240.35k
...opportunity to contribute to the company’s success. Role: Wealth Strategist Senior within PNC’s Private Bank organization, based in Phoenix, AZ... ..., consults on, and implements tax, estate and financial plans for clients of the greatest complexity. Collaborates with other...SeniorFull timeTemporary workWork experience placementWork at office- King's Insurance Staffing is seeking a Senior Wealth Management Client Associate in Phoenix, Arizona. This role focuses on building and maintaining client relationships, assisting with financial planning, and supporting senior advisors in investment strategies. Candidates...Senior
- ...are posted here as they become available. The Wealth Strategist at Parallel Advisors is an associate level role... ...exposure to many different aspects of financial planning and investment management processes. This is a hybrid (in office 3x/week) position and will be based...Work at office
- ...careers. Please note that this role is hybrid (remote and in-person) and our office... ...Arizona. Role Overview The Senior Account Strategist plays a critical role in driving the... ...translating client goals into actionable plans, and ensuring that performance...SeniorWork at officeRemote workShift work
Go Fish Digital
Phoenix, AZ1 day ago - Arizona Public Service - APS is seeking a Senior Contracts Analyst to manage and negotiate contracts related to energy procurement. Responsibilities... ...in a relevant field and five years of utility experience. This hybrid role requires collaboration with internal teams and offers a...SeniorContract work
$79.3k
...health through education and preventative steps. Preferred experience as a clinician or in a clinical setting. This role can be hybrid or remote. If you live with 50 miles of an office you are required to be onsite 3 days a week (T,W,Th). Outside of 50 miles will be...SeniorFor contractorsWork at officeLocal areaRemote work3 days per weekHighmark Health
Phoenix, AZ7 days ago- Capital Consultants Management Corporation is seeking a Senior Benefits Analyst to support key Total Rewards programs, including health... ...and 6-8+ years in benefits administration. The position offers a hybrid work environment and includes a comprehensive benefits package...Senior
- ...Warning Services, LLC is seeking a Lead Enterprise Risk Analyst. This senior-level role involves managing the Enterprise Risk Management framework and providing technical expertise. The position follows a hybrid work model, allowing collaboration with teams across multiple...Senior
- Black & Veatch is seeking a Sr. Pursuit Strategist for the Industrial Water Solution. This role involves developing business solutions, driving... ...development within various industries. The position offers a hybrid work environment, competitive benefits starting from day one,...Senior
- ...portfolio analyst crew. We are seeking a Senior Portfolio Strategist to help our most sophisticated... ...strategies and provide additional financial planning solutions as needed. Communicates... ...How We Work Vanguard has implemented a hybrid working model for the majority of our...SeniorRemote workHome office
- WealthBridge Financial Group is seeking a Financial Professional based in Phoenix, AZ for a full-time hybrid role. Engage with clients, evaluate financial situations, create tailored plans, and build lasting relationships. Strong analytical, communication, and financial planning...Full timeWork at officeRemote work
$77k - $202k
...a Marketing Technology and Operations Strategist - Senior Associate, you will engage with clients... ...validate efficient execution of marketing plans and strategies Prospecting potential... ...this link for information about anticipated application deadlines: #LI-Hybrid...SeniorFull timeH1bPwC
Phoenix, AZ3 days ago$81k - $89k
A leading design firm in Phoenix seeks a Senior Proposal Specialist to manage proposal development and marketing strategies. The ideal... ...development, and mentoring junior team members. The firm offers a hybrid work environment, generous PTO, and a competitive salary range...SeniorWork at office- U.S. Bank in Scottsdale, AZ is seeking a PWM Private Wealth Advisor to manage and grow high net-worth client relationships. The role involves... ...and possess strong relationship management skills. This hybrid position generally requires three days a week at the office with...SeniorWork at officeFlexible hours3 days per week
- ...Financial Advisor to build and maintain wealth management relationships. The ideal candidate... ...7, 65, and 66). The position offers a hybrid working model and a comprehensive benefits... ...package including medical and retirement plans. #J-18808-Ljbffr Arthur J. Gallagher & Co...Senior
$180k - $200k
...bring the opportunity. Zions Wealth is a specialized division... ...investment strategies, financial planning, estate and tax planning,... ...highly motivated Wealth Planning Strategist to join our team. The ideal... ...Collaborate with Wealth Planners and Senior Wealth Planners to...Work experience placementWork at officeLocal areaFlexible hours- ...Relationship Manager – Advice & Wealth Management Hybrid | Financial Services Our Client is expanding... ...Role Stands Out Manage a premium UHNW client base with meaningful assets... ...Grow your expertise across advanced planning, investment solutions, and advisory partnerships...SeniorWork at officeRemote workMonday to Friday
Kyler Professional Search
Scottsdale, AZ1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Wealth Planning Strategist (Hybrid). Be the first to apply!
Related searches
- technology strategist Scottsdale, AZ
- business strategist Scottsdale, AZ
- communications strategist Scottsdale, AZ
- senior strategy consultant Scottsdale, AZ
- design strategist Scottsdale, AZ
- investment strategist Scottsdale, AZ
- strategist Scottsdale, AZ
- senior brand strategist Scottsdale, AZ
- media strategist Scottsdale, AZ
- strategy consultant Scottsdale, AZ