HNWI Client Case Lead - Hybrid Financial Advisory
$65k - $80kVanguard
Vanguard seeks a High Net Worth Client Case Representative to support Personal Investor clients in Scottsdale, AZ. The role involves building meaningful client relationships and simplifying financial processes. The ideal candidate must hold active FINRA Series 7 and 63 licenses, and should possess 1-3 years of experience in financial services. This full-time position offers a base salary ranging from $65,000 to $80,000, plus a $20,000 licensing bonus for active licenses. Hybrid work model available. #J-18808-Ljbffr
- ...overseeing month-end/year-end processes, leading accounting cleanup projects, and preparing financial reports. The ideal candidate has... ...foundation in US GAAP. This hybrid position allows for working both... ...focused on delivering strategic solutions to clients. #J-18808-Ljbffr...FinancialWork at officeRemote work
$65k - $80k
...for building meaningful client relationships? Join our... ...High Net Worth Client Case Representative for our... ...the complexity out of financial processes, ensuring clients... ...of our clients. To lead through product and services... ...has implemented a hybrid working model for the majority...FinancialHigh net worth$65k - $80k
...High Net Worth Client Case Representative Apply ( locations Scottsdale... ...: Take the complexity out of financial processes, ensuring clients... ...wellbeing of our clients. To lead through product and services... ...Vanguard has implemented a hybrid working model for the...FinancialHigh net worthFull time$52.6k - $98k
...mark as a Private Client Advisor at MMA.... ...resources of the world’s leading professional... ...Advisor on the Client Advisory team, you’ll be... ...needs and financial loss tolerance, then... ...opportunities ~ Hybrid work ~... ...determined on a case-by-case basis. In...FinancialHigh net worthMinimum wageLocal areaNight shift$62.5k - $87.5k
TIAA is seeking a Wealth Client Relationship Manager in Phoenix, Arizona. The role involves partnering with Wealth Management Advisors... ..., managing client portfolios, and ensuring the execution of financial plans. Candidates should have a university degree and 2+ years...FinancialHigh net worth- ...Vanguard is seeking a Certified Financial Advisor in Scottsdale, AZ, offering... ...long-term relationships with clients, providing financial planning guidance... ...Planner® designation and advisory experience. The position supports a hybrid working model, allowing for work...FinancialWork from homeMonday to Friday
- .... Strong communication and analytical skills are essential. The position allows for a hybrid work schedule, providing excellent work-life balance and growth potential. Join a supportive team dedicated to personalized service and financial excellence. #J-18808-Ljbffr...FinancialHigh net worthRemote work
- ...A leading financial services firm in Phoenix is seeking an experienced Financial... ...candidate will cultivate client relationships, prospect for new business, and provide advisory services to meet clients' needs... ...66). The position offers a hybrid working model and a comprehensive...Financial
- ...Within the firm's Private Client Group (PCG)-the... ...role. It is a mandate to lead transformation-blending... ...business. Lead a Premier Advisory Team • Serve as a... ..., private banking, or financial advisory services, with... ...Vanguard has implemented a hybrid working model for the...FinancialHigh net worthShift work
- ...seeking a dedicated Tax Manager to join their dynamic team. This role is crucial for managing client relationships and ensuring timely delivery of tax products and financial reports. You will prepare corporate and individual tax returns while building and strengthening...FinancialRemote workFlexible hours
- ...MBE CPAs is looking for a Client Accounting Services Department Manager... ...practice. This unique role involves leading a high-performing team, overseeing client advisory engagements, and driving service... ...flexibility with options for hybrid or remote work. Join us for long...Full timeRemote work
- ...A financial advisory firm in Phoenix, Arizona, is seeking a Financial Advisor to assist clients in achieving their financial goals. The role involves managing client relationships, developing financial plans, and adhering to compliance procedures. Candidates with 4+ years...Financial
- ...Vanguard is seeking Financial Advisors in Scottsdale, AZ. In this role, you will build and maintain strong client relationships, deliver tailored financial advice, and provide... ...guidance. Candidates should have 1-2 years of advisory experience and an undergraduate degree,...Financial
- A financial services firm in Scottsdale is seeking a Relationship Manager... ...manage ultra-high-net-worth clients. The role involves building... ...financial decisions, and leading discussions about investments... ...registration. This position offers a hybrid work model and a pathway for...FinancialHigh net worth
$130k - $170k
...Mohr Talent is seeking a Financial Planning Director in Phoenix, AZ, with a salary range... ...experience and a CFP certification. Enjoy a hybrid schedule with in-office work Monday... ...Fridays. Join us to impact high-net-worth clients and help shape a growing financial planning...FinancialHigh net worthWork at officeRemote workMonday to Thursday$60k - $70k
...A leading investment advisory firm is seeking an Account Manager to maintain relationships with existing clients. This role requires a background in financial markets and retirement planning, along with necessary licensing, including a Bachelor's degree and Arizona Life...FinancialWork at office- ...About Us GoldBook Financial is a premier wealth management firm dedicated to providing sophisticated... ..., and a commitment to helping our clients achieve long-term financial independence... ...of successful experience in financial advisory or wealth management services. Active...FinancialHigh net worthLocal area
$110k - $150k
...Solutions Lead, Solutions Advisory Company: Norstella Location: Remote, United States Date... .... Our mission is simple: to help our clients bring therapies to market faster and... ...market Make data driven commercial and financial decisions Match and recruit...FinancialFull timeTemporary workLocal areaRemote workFlexible hours$129.6k - $194.4k
...Description As a Real Estate/Construction Advisory Manager, you will get the opportunity to grow and contribute to our clients' business needs and be responsible for all... ...include: Reviewing construction contracts, financial statements, job cost reports, internal policies...FinancialWork experience placementWork at office$60k - $200k
...Insurance Associates (“World”) is a unique financial services organization with a global network... ...employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Private Client Sales Executive (Client Advisor) Position...FinancialHigh net worthBase plus commissionImmediate start- ...Insurance Associates (“World”) is a unique financial services organization with a global... ...employee and executive benefits, investment advisory and retirement plan services, and... .... Position Summary Independently leads client strategy and service on the largest and...FinancialHigh net worthWork experience placement
- ...enhance their team, providing high-quality accounting services to private clients. The successful candidate will lead accounting and bookkeeping services, manage tax calculations, and prepare financial reports. Candidates should possess a Bachelor’s degree in accounting or...Financial
- ...role that involves providing comprehensive accounting services to clients, including financial reporting and reconciliations. Located in Phoenix, AZ, this position emphasizes both in-office and hybrid work arrangements. Candidates should possess a Bachelor's degree in...FinancialWork at office
- ...their tax team in Arizona. This role includes supporting excise tax compliance and advisory projects across industries like Oil & Gas, Transportation, and Retail. You will ensure clients meet federal and state tax obligations, whilst also mentoring junior staff. Candidates...
- ...Client Support Specialist As a Client Support Specialist, you will be an integral part... ...within 90 days ~2-3 years of previous financial services experience The Skills You Bring... ...situations. Own the management of the case, research the issue and communicate the solution...FinancialHigh net worthRemote job
- ...A leading tax consultancy firm seeks a Global Indirect Tax Manager to oversee multiple client engagements in Phoenix, AZ. The role includes managing tax planning, compliance,... ...skills are essential. The position supports a hybrid work model and offers competitive...
$98.5k - $160k
...Tax Manager - Private Client Services Join Aprio's Tax team and... ...Responsible for managing and leading a team of tax professionals,... ...managing a team ~ Willing to work hybrid $98,500 - $160,000 a... ...law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an...High net worthFull timeLocal areaRemote workFlexible hours- ...Title Manager, Tax - Private Client Ref # 2236745 Date... ...and JDs. Partnering with our financial planners, Wealth Strategists,... ...Providing tax compliance and tax advisory services to individuals,... ...member of Forvis Mazars Global, a leading global professional services...FinancialHigh net worthFull timeFlexible hours
$62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Client Relationship Managers at TIAA... ...practice through referrals to deliver financial solutions that ignite the dreams of... ...supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients...FinancialHigh net worthWork experience placement$63.3k
International Rescue Committee in Phoenix, AZ, is seeking a Case Coordination Supervisor to manage direct client services within the Case Coordination Program. Key responsibilities include supervising staff, ensuring program goals are met, advocating for client needs,...Temporary work
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