• Senior Wealth Advisor

    Umpqua Bank (Scottsdale, AZ)
    Senior Wealth Advisor Wealth Management Scottsdale, Arizona Sacramento, California Greenwood Village, Colorado Los Angeles, California San Diego, ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
    Umpqua Bank (06/03/25)
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  • Tax Senior - Private Wealth

    Deloitte (Tempe, AZ)
    …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
    Deloitte (05/19/25)
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  • Senior Trust Advisor

    UMB Bank (Chandler, AZ)
    …IRA, and other assigned accounts, handling complex situations. The **Sr.** **Trust Advisor ** within our Private Wealth Management team builds long-term client ... **UMB's Wealth Management** takes a holistic and collaborative approach...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
    UMB Bank (07/10/25)
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  • Certified Financial Advisor

    Vanguard (Scottsdale, AZ)
    …place to grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor , You Will: + ... 3 months of assuming position). + Three years (Financial Advisor ) or Five years ( Senior Financial ...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
    Vanguard (07/17/25)
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  • Senior Estate Strategist- High Net Worth

    Edward Jones (Tempe, AZ)
    …applicants. **Team Overview:** Do you have a desire to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? ... opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs...Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our… more
    Edward Jones (07/22/25)
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  • REMOTE Strategy Project Manager, I

    Carrington (Chandler, AZ)
    …TPO Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
    Carrington (05/06/25)
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  • Strategic Program Manager - OFAC Compliance

    CH Robinson (Phoenix, AZ)
    …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... operations. + Track and report compliance program performance and enhancements to senior leadership. + Mentor team members on US export and sanctions compliance… more
    CH Robinson (07/08/25)
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  • REMOTE Learning & Development Manager

    Carrington (Chandler, AZ)
    …complex problems and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a ... transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the… more
    Carrington (07/03/25)
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