Senior Wealth Strategist
Sequoia Financial Group
Sequoia Financial Group seeks a Wealth Strategist to construct complex financial plans and serve as a primary contact for Private Wealth, Sentinel Family Office, and channel partners. You will collaborate with the client advisory team to exceed client expectations, leveraging a strong wealth planning background and fiduciary-grade planning philosophy to deliver tailored recommendations. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist in Phoenix, AZ vacancy
- Northern Trust Corp is seeking a Sr. Banking Advisor in Phoenix, AZ. The role involves developing client relationships, managing complex wealth management banking, and negotiating loan agreements. The ideal candidate has at least 5 years in financial analysis or commercial...Senior
- BridgePort Financial is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice and comprehensive planning. The role focuses on long-term relationship management, client acquisition, and mentorship within the advisor...SeniorWork at office3 days per week
- 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
- Jobot is hosting a role at a top wealth management firm seeking a Wealth Strategist / Advisor in Phoenix. The candidate should have 3+ years of experience in wealth advisory (preferably with an RIA) and hold a CFP designation. The role emphasizes leading client relationships...SuggestedFlexible hours
$150k - $175k
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details: Top Wealth Management Firm | Wealth Strategist / Advisor This Jobot Job is hosted by: Josh Forth Salary: $150,000 - $175,000 per year A bit about us: We are...SuggestedWork experience placementWork at officeLocal areaFlexible hours- ...headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular... ...enrich lives for generations. Summary of the position The Wealth Strategist will construct complex financial plans as well as be an integral...Work at office
$63.75k - $127.5k
...opportunity to contribute to the company’s success. This role is a Wealth Strategist within PNC Wealth Management, based in Phoenix, AZ. PNC is an... ..., providing advice and implementation under the guidance of senior team members. Identify solutions and PNC services as sales...Work experience placementWork at office- We're looking for a skilled Senior Digital Media Strategist to support our Director, Paid Media in leading the next evolution of performance marketing at IDX. This is an exciting opportunity for a skilled, client-focused marketer to grow in a fast-paced, high-growth environment...SeniorFull timeTemporary workWork at officeFlexible hoursShift work
- IDX is seeking a Senior Paid Media Analyst in Phoenix to own strategy and execution across multiple channels. You will drive performance for a diverse client portfolio and translate business goals into high-impact campaigns. The role requires deep experience with paid...SeniorWork at office
- Arizona Public Service Company seeks a Senior Public Affairs Advisor to provide strategic counsel on legislative, regulatory, and executive priorities. You will build relationships with state officials and stakeholders, develop advocacy strategies, and represent the company...Senior
- Jobtailor is seeking a seasoned Business Development professional in the United States to drive prospect identification and account expansion across a defined geography. The role emphasizes cross-selling, tailored client solutions, and strong relationship management with...Senior
- VSE in Phoenix, Arizona, is seeking a skilled professional for Product Line Management to manage product lines effectively. This role involves developing relationships with manufacturing partners and strategizing to meet revenue goals. The ideal candidate should have a ...SeniorWork at office
- Honeywell Aerospace US LLC is looking for a Senior Logistics Analyst to optimize the end-to-end logistics operations in Phoenix, AZ. You will manage transportation, warehousing, and inventory while developing strategies for efficiency and customer satisfaction. This role...Senior
- Job Title: Senior Customer Insights Strategist Location: Phoenix, AZ Job Summary: We are seeking a Senior Customer Insights Strategist to drive data-driven decision-making and enhance customer experience. Key Responsibilities: Analyze customer data to identify trends...Senior
- Jobtailor is seeking an experienced claims professional to independently manage the most complex construction defect claims in a high-value portfolio. You will analyze multi-policy coverage, articulate coverage positions, and guide investigations through to resolution. ...Senior
- HonorHealth is seeking a Clinical Trial Budget Analyst III to lead the development and negotiation of complex multi-arm budgets, ensuring alignment with sponsor expectations and institutional goals. This role requires advanced financial expertise, mentoring responsibilities...Senior
- A leading energy provider in Arizona is seeking an IT Procurement Specialist III to manage procurement activities supporting the IT Business Unit. This role involves executing IT procurement strategies, negotiating contracts for IT services and products, and analyzing costs...Senior
$250k - $300k
GNO Partners is seeking a Senior Amazon Brand Manager with a deep understanding of Amazon FBA. This fully remote role requires proven expertise in strategizing for brand growth while managing a minimum of $10M in annual revenue. You will lead consulting calls, tackle complex...SeniorRemote work- A leading tax advisory firm in Phoenix seeks a Tax Experienced Senior to oversee tax compliance and planning tasks. The role involves managing projects, ensuring client adherence to tax regulations, and supervising junior staff. Candidates should possess strong communication...Senior
- Blacksmith Agency, a Phoenix-based boutique digital agency, seeks an experienced SEO Specialist to lead organic search for client and internal sites. You’ll own end-to-end strategies, perform audits, and collaborate with designers and developers to implement best-practice...SeniorRemote job
- Atom Matrix Innovation LLC seeks a detail-driven Compliance Operations professional to own messaging compliance, registrations, consent, and opt-out rules across markets. Based in Phoenix, you will collaborate with engineering to embed controls and advise customers on regulatory...Senior
$119.07k - $145.53k
...talented Life Insurance Underwriters to join their Consumer Markets Division. The positions available are for Underwriting Consultant and Senior Underwriting Consultant, with 100% remote work options. Candidates should have 7-10+ years of Life Insurance Underwriting...SeniorRemote job- Paychex is seeking a senior compliance professional to support internal partners and mitigate risk across labor and employment law. The role requires monitoring new legislation, researching and writing concise risk assessments, and guiding policy decisions at an enterprise...Senior
- Arizona Public Service is seeking a Senior Public Affairs Advisor to provide strategic guidance on state policy priorities. You will build relationships with state legislators, executive agencies, and external stakeholders, and coordinate advocacy strategies to advance...Senior
- Go Fish Digital is seeking a Sr. Coordinator, Integrated Media to support the planning, activation, optimization, and reporting of integrated media campaigns for a portfolio of clients. You'll build on a strong foundation in media execution while taking ownership of campaign...Senior
- HonorHealth in Phoenix, Arizona, seeks a Clinical Trial Budget Analyst III who serves as a subject matter expert in clinical trial budgeting. The role involves leading negotiations with sponsors and CROs, advising on financial feasibility, and mentoring team members. Required...Senior
- Jobtailor is seeking an experienced claims adjuster in the United States (Arizona) to investigate losses, determine coverage, and negotiate settlements. You will work with agents, policyholders, and internal teams to advance the book of business while maintaining proper...Senior
- O.H. Partners is seeking a Senior Digital Planner Buyer to lead strategic digital media planning and buying across display, video, paid social, SEM, and programmatic for assigned clients. The role requires hands-on expertise and the ability to integrate traditional channels...Senior
- Jobtailor is seeking an experienced Senior Property & Casualty Claims Adjuster to independently manage high-value latent bodily injury claims, coordinate risk transfer, and lead negotiations through settlements and litigation where needed. The ideal candidate will hold...Senior
- The City of Phoenix Community and Economic Development Department seeks a Senior Economic Development Specialist to advance downtown redevelopment and catalytic projects across the ASU Downtown Campus, Phoenix Bioscience Core, and transit-oriented development. The role...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategist. Be the first to apply!
Related searches
- workplace strategist Phoenix, AZ
- senior brand strategist Phoenix, AZ
- business strategist Phoenix, AZ
- communications strategist Phoenix, AZ
- digital strategist Phoenix, AZ
- strategy consultant Phoenix, AZ
- technology strategist Phoenix, AZ
- account strategist Phoenix, AZ
- design strategist Phoenix, AZ
- media strategist Phoenix, AZ
