Wealth Management Consultant Jobs in Scottsdale, AZ

The Wealth Management Advisory Consultant partners with clients to identify their financial goals and develop tailored investment strategies. This role involves managing client relationships, performi...

Mission Wealth is seeking a growth-minded Wealth Advisor with a CFP or CFA designation to join their award-winning team. The ideal candidate will have experience in wealth management, a strong service...

CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. The role involves providing comprehensive financial planning, investment management solutio...

The Financial Advisor at Vanguard is responsible for building and maintaining long-term relationships with clients, helping them achieve their financial goals through personalized investment strategie...

The Relationship Manager in Wealth Management serves as the primary contact for clients with $5-25M in Vanguard assets, focusing on delivering exceptional client experiences and fostering long-term re...

The Asset & Wealth Management Tax Manager at PwC is responsible for providing tax planning, compliance, and strategy advice to clients in the financial services sector. This role involves supervising...

Lido Advisors is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and build long-term client relationships. The role involves managing client portfolios, collabor...

The Senior Wealth Advisor at Schwab Wealth Advisory provides personalized investment advice and services to clients, focusing on their complex portfolios and financial goals. This role involves workin...

The Senior Merchant Underwriting Portfolio Consultant at Wells Fargo will lead and participate in credit and portfolio consulting services, focusing on credit performance and risk evaluation. This rol...

The Asset & Wealth Management - Tax Senior Manager will lead and manage large-scale projects while providing strategic tax advice to clients in the financial services sector. This role involves innova...

The Regional Vice President, New Client Development is responsible for acquiring new clients with investable assets over $500,000 and supporting local financial advisory teams in Southern California/A...

The Senior Estate Strategist for the High Net Worth Team at Edward Jones is responsible for providing expert estate planning advice and collaborating with financial advisors to meet the complex needs...

The Tax Manager at Vestpointe Wealth Management will lead tax operations, providing tailored advice and preparing various tax returns for clients. This role requires expertise in tax regulations and p...

The Wealth Transition Services Manager/Senior Manager is responsible for reviewing ultra-high net worth 1041s, providing technical guidance on complex tax issues, and managing client relationships. Th...

The Portfolio Manager is a licensed Fiduciary Advisor responsible for maintaining relationships with existing clients and managing their financial portfolios. This role requires a strong understanding...

The Regional Vice President, Partner Programs is a business development role focused on managing relationships with custodial partners and transitioning clients to Wealth Enhancement Group Advisors. T...

As a Senior Wealth Advisor at Vanguard, you will develop tailored strategies for Ultra High Net Worth clients to help them achieve their financial goals. This role involves managing a book of business...

The Sr. Consultant, Investment Accounting at Northern Trust is responsible for maintaining accurate GAAP and STAT records for investment activity, including fixed income and equity securities. The rol...

As a Senior Financial Advisor at Vanguard, you will develop tailored strategies to help clients achieve their financial goals, managing portfolios of $1-5M in investable assets. You will provide compr...

The Wealth Transition Services Manager will advise and consult on estate planning processes, focusing on tax implications for high net worth clients. This role involves managing client relationships...

The Insurance and Wealth Management Attorney will support the U.S. Wealth Management Legal team by providing legal guidance on annuities, life insurance, and wealth management products. This role invo...

The Enterprise Risk Manager at Wells Fargo will oversee and provide strategic direction for Enterprise Risk Programs within Home Lending Servicing Risk. This role involves managing a team, identifying...

The Senior Manager - Valuation will proactively manage all aspects of various valuation engagements, ensuring timely and excellent client service delivery. This role involves performing and managing v...

The Manager, Valuation & Capital Markets Analytics is responsible for leading and executing complex financial instrument valuation engagements, overseeing client interactions, and managing staff throu...

The Senior Investment Analyst will join the Manager Research team at LPL Financial, focusing on conducting investment manager due diligence and providing market updates. This role involves collaborati...