NewSenior Financial Analyst, Operational Finance Kforce Inc.Senior Financial Analyst, Operational FinancePhoenix, AZRemote$85,000–$110,000Overview: This is a highly visible role that sits at the intersection of finance and the business, supporting key operational leaders with actionable insights, financial modeling, and performance analysis that directly impact decision-making. Plays a key part in ad hoc analysis, helping leadership evaluate new initiatives, investments, and business changes with a data-driven approach.
NewNational Planning Strategic Consultant Edward Jones InvestmentsNational Planning Strategic ConsultantTempe, AZThe National Campaign Management Strategic Consultant analyzes and understands relative opportunity across markets and divisions, partners with a variety of functional areas to describe that opportunity and inform differential resourcing, regularly rebalances resources to achieve greatest benefit in alignment with functional leaders within constraints, and during planning works to align opportunity, resourcing, and objectives to achieve overall USBU objectives. As timely opportunities arise, this associate partners with functional areas and resource alignment teams to facilitate short- or medium-term strategies and campaigns, leveraging CRM tools and associated technologies.
NewSenior Financial Advisor – Edward Jones Connection Edward Jones InvestmentsSenior Financial Advisor – Edward Jones ConnectionTempe, AZHere, you’ll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches. As the key connection between branches and the home office, you’ll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.
NewSenior Financial Analyst- Corporate FP&A Align Technology, Inc.Senior Financial Analyst- Corporate FP&ATempe, AZSkills: Excellent problem-solving skills and have a positive “can-do” attitude, strong analytically, and proficiency in financial modeling, and data analysis. • Assist in driving the global finance team to complete business deliverables for forecasting, reporting, budgeting, and other corporate requirements.
NewPeople & Culture Manager, Meeting Planning bdo consultingPeople & Culture Manager, Meeting PlanningPhoenix, AZ$60,000–$85,000 / yearCoordinates and monitors event activities to ensure compliance with firm guidelines, applicable regulations and laws, and satisfaction of internal clients, including selection of venues, hotel accommodations, air travel, ground transportation, catering, signage, technology, special needs, and onsite meeting support. The People & Culture Meeting Planning Manager is responsible for the planning and administration of firm-sponsored events and meetings that require development of event budgets, contract negotiation with service providers and suppliers, and on-site event management.
NewSenior Analyst – Financial Reporting Edward Jones InvestmentsSenior Analyst – Financial ReportingTempe, AZEdward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. We’re looking for a detail-oriented candidate with proactive problem-solving skills and the ability to work independently while maintaining clear communication with leadership and stakeholders.
NewFinance Manager Vaco LLCFinance ManagerPhoenix, AZ$135,000–$150,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewDirector of Finance Vaco LLCDirector of FinancePhoenix, AZ$135,000–$150,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewStrategic Finance Manager Vaco LLCStrategic Finance ManagerScottsdale, AZ$175,000–$200,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
NewController Consultant Vaco LLCController ConsultantPhoenix, AZ$65–$75Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewController Vaco LLCControllerPhoenix, AZ$120,000–$140,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSenior Planner - High Net Worth Edward Jones InvestmentsSenior Planner - High Net WorthTempe, AZThe Edward Jones Generations™ team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. • Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
NewSenior Tax Strategist – High Net Worth Edward Jones InvestmentsSenior Tax Strategist – High Net WorthTempe, AZThe Edward Jones Generations® team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. • Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our High Net Worth strategy and team, in collaboration with internal/external stakeholders, that enable the firm’s evolution to deliver ongoing financial planning and asset management services.
NewSenior Practice Strategy Consultant Edward Jones InvestmentsSenior Practice Strategy ConsultantTempe, AZAs a Senior Practice Strategy Consultant, you’ll be at the forefront of transforming wealth management practices—bringing a strategic, forward thinking mindset with a client centric approach as you partner directly with branch teams to unlock growth, strengthen leadership structures, and build enduring, high performing organizations. • You’ll collaborate closely as a collaborative team player who partners effectively across internal and external stakeholders, ensuring every engagement aligns with firm priorities while delivering exceptional value to branch teams.
NewTax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesPhoenix, AZThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
NewRegion Finance Sr. Analyst United RentalsRegion Finance Sr. AnalystScottsdale, AZAs a member of the region finance team supporting the Region Finance Directors and Managers, the Senior RFA prepares analyses across a broad spectrum of business and financial metrics to seek opportunities to drive financial results. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
Senior Financial Analyst (Financial Analysis & Planning) Republic Services IncSenior Financial Analyst (Financial Analysis & Planning)Phoenix, AZRECENT RECOGNITION • Barrons 100 Most Sustainable Companies • CDP Discloser • Dow Jones Sustainability Indices • Ethispheres Worlds Most Ethical Companies • Fortune Worlds Most Admired Companies • Great Place to Work • Sustainability Yearbook S&P Global. The Senior Financial Analyst (Financial Analysis & Planning) takes a lead role in budget and forecast preparation along with analysis of actual results and partners with the field controllership group and various departments to provide financial analysis and support.
Financial Planning & Analysis (FP&A) Analyst Sanctuary Recovery CentersFinancial Planning & Analysis (FP&A) AnalystPhoenix, AZFull timeSanctuary Recovery Centers is a Phoenix‑based behavioral health and substance use disorder treatment organization providing recovery‑focused care across multiple levels of service, including residential, outpatient, and intensive outpatient programs. The FP&A Analyst works closely with the Controller, operational leaders, and an experienced tax professional to support budgeting, forecasting, variance analysis, tax planning considerations, and strategic initiatives.
Financial Planning & Analysis Director - Information Technology Western Alliance BancorpFinancial Planning & Analysis Director - Information TechnologyPhoenix, AZp>What you'll do: The Financial Planning and Analysis Director Information Technology serves as the senior finance partner to IT leadership, providing strategic financial guidance, disciplined investment governance, and transparency into technology spend. This role translates IT strategy and roadmaps into structured financial plans, ensures value realization from technology investments, and enables informed decision making across the enterprise.
Financial Planning and Analysis Manager IES Holdings IncFinancial Planning and Analysis ManagerTempe, AZEducation, Certification, License, and Skill Requirements: • Bachelor's degree in finance, accounting, economics, or related field • 5+ years of FP&A or corporate finance experience • Experience in construction finance, project-based accounting, or job costing strongly preferred • Strong financial modeling and Excel skills • Experience with ERP systems and financial planning tools • Exposure to AI-enabled analytics, automation tools, or data visualization • Strong communication skills and ability to partner cross-functionally • Strategic thinking with strong analytical depth • Ability to translate financial data into operational insights • Process improvement mindset • High attention to detail with the ability to manage multiple projects. General Job Duties and Responsibilities: • Lead annual budgeting, quarterly forecasting, and long-range financial planning processes • Develop and maintain financial models to support strategic initiatives, capital planning, and operational decisions • Analyze project-level performance, job costing, WIP schedules, and margin trends within a construction environment • Provide variance analysis and actionable insights to leadership • Support cash flow forecasting and working capital optimization • Improve financial reporting processes, dashboards, and KPI tracking • Partner with operations to evaluate project profitability, labor productivity, and cost controls • Assist with board and executive-level financial presentations.
Advising Specialist II- Financial Planning Capabilities Edward D Jones & Co LPAdvising Specialist II- Financial Planning CapabilitiesAZp>Team Overview: The Wealth Management and Practice Management Division helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and solutions-based advice and guidance. Intermediate skills in some of the following areas: Systems Thinking, Planning and Organizing, Relationship building, Collaboration, Critical thinking, Problem solving, Project management, Verbal and written communication.
NewVP, Financial Planning & Analysis Advisor GroupVP, Financial Planning & AnalysisScottsdale, ArizonaServe as the primary financial strategist partnering with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis. This is a high‑impact leadership role ideal for a strategic finance leader who thrives in a dynamic environment, excels in influencing senior executives, and is passionate about building scalable financial processes that support a multi‑business, national organization.
AVP, Financial Planning Experience Advisor GroupAVP, Financial Planning ExperienceScottsdale, AZCurrent Employees and Contractors Apply Here Osaic Careers AVP, Financial Planning Experience Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 Berwyn: 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. Summary: The AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistScottsdale, AZ$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Director of Corporate Financial Planning & Analysis (FP&A) Vertex EducationDirector of Corporate Financial Planning & Analysis (FP&A)Chandler, AZThis role serves as a strategic partner to executive leadership, delivering forward-looking insights that enable data-driven decision-making, support scalable growth, and enhance shareholder value. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities.
Financial Planning and Analysis Senior Analyst Western Alliance BancorpFinancial Planning and Analysis Senior AnalystPhoenix, AZli>Analyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders, perform ad hoc financial analysis, evaluation investment opportunities, assist in capital planning / risk assessments, and support special projects as needed. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistAZ$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
NewAVP, Financial Planning Experience OsaicAVP, Financial Planning ExperienceScottsdale, AZWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
VP, Financial Planning & Analysis QuavoVP, Financial Planning & AnalysisPhoenix, ArizonaAs a high-growth B2B SaaS and data/AI company moving through the scale-up phase into enterprise, this role will serve as a critical partner to the CFO, CEO, and board — translating financial data into decisions that accelerate the business. The right candidate thrives in fast-moving environments, communicates with clarity at the executive level, and brings the SaaS financial fluency needed to help scale a company.
NewAVP, Financial Planning Experience Osaic IncAVP, Financial Planning ExperienceScottsdale, AZ$140,000–$165,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The AVP, Financial Planning Experience is a highly visible leadership role within the firm's National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Director, Divisional Financial Planning & Analysis - South Loenbro IncDirector, Divisional Financial Planning & Analysis - SouthGilbert, AZp>Loenbro is a trusted, long-term construction lifecycle partner to thousands of customers across the U.S. Our market spans all industries and our service offerings include Critical Electrical, Mechanical & Structural, Soft Crafts, Inspection, Underground Maintenance and Installation, and Fabrication. Lead weekly and monthly operating reviews (MOR) including presentation to Senior Leadership Teams - providing detailed finaincal insights including actuals vs forecast performance.
Financial Planning & Accounting Specialist Arizona State UniversityFinancial Planning & Accounting SpecialistScottsdale, AZ$54,600–$67,000 / yearDepartment Statement: As a central enterprise unit for ASU, ASU EdPlus supports the university charter by focusing on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. ASU EdPlus is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education.
Entry-Level Financial Planning Davis Family Financial LLCEntry-Level Financial PlanningPhoenix, AZ$50,000–$75,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionTempe, AZ$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Entry-Level Financial Planning & Consultant (Remote) Traction Forge FinancialEntry-Level Financial Planning & Consultant (Remote)Mesa, AZRemoteBy partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals. At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies.
NewSenior Financial Analyst (Data & Workforce Planning Focus) TEEMASenior Financial Analyst (Data & Workforce Planning Focus)Phoenix, AZ$42–$46p>We are seeking a highly analytical and business-minded Senior Financial Analyst to support strategic decision-making through advanced modeling, forecasting, and performance analysis. This is an excellent opportunity for a data-driven finance professional who thrives in a collaborative environment and enjoys turning complex data into strategic impact.
Business Experience & Planning Specialist - IT Financial Analyst The PNC Financial Services Group IncBusiness Experience & Planning Specialist - IT Financial AnalystPhoenix, AZ$52,500–$96,250 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Regional Director, Financial Planning (Southwestern/South Central United States) Edelman Financial Engines LLCRegional Director, Financial Planning (Southwestern/South Central United States)Phoenix, AZRemote$379,000–$447,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Vice President, Financial Planning and Analysis Sprouts Farmers Market IncVice President, Financial Planning and AnalysisPhoenix, AZThe Vice President, Financial Planning & Analysis (FP&A) will lead the enterprise-wide planning, forecasting, and performance management processes for Sprouts Farmers Market and serve as a key strategic partner to the executive leadership team. With a focus on customer service, our neighborhood grocery stores offer high-quality, farm fresh produce, natural meats, plenty of scoop-your-own bulk goods and much more in a fun, friendly, old-fashioned farmer's market setting.
Vice President Financial Planning and Analysis Sprouts Farmers MarketVice President Financial Planning and AnalysisPhoenix, ArizonaFull timeOverview: The Vice President, Financial Planning & Analysis (FP&A) will lead the enterprise-wide planning, forecasting, and performance management processes for Sprouts Farmers Market and serve as a key strategic partner to the executive leadership team. With a focus on customer service, our neighborhood grocery stores offer high-quality, farm fresh produce, natural meats, plenty of scoop-your-own bulk goods and much more in a fun, friendly, old-fashioned farmer’s market setting.
Director of Financial Reporting Platforms (Planning, & Consolidation) ViaSat IncDirector of Financial Reporting Platforms (Planning, & Consolidation)Tempe, AZ$205,000–$308,000 / yearFor specific work locations within San Jose, the San Francisco Bay area and New York City metropolitan area, the base pay range for this role is $205,000.00- $308,000.00/ annually. Deliver a trusted, governed, and auditable finance data ecosystem supporting planning, forecasting, close, consolidation, and executive reporting.
Director - Business Planning & Financial Analysis American Express CoDirector - Business Planning & Financial AnalysisPhoenix, AZThe Performance & Insights team, within Sales Enablement, Pricing & Transformation (SPT), is the business analysis and business decisioning arm of Global Commercial Services (GCS) responsible for studying business performance and uncovering insights that drive GCS growth. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.
VP, Financial Planning & Analysis Osaic IncVP, Financial Planning & AnalysisScottsdale, AZ$220,000–$250,000 / yearServe as the primary financial strategist partnering with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
NewWealth Planning Consultant The Vanguard GroupWealth Planning ConsultantScottsdale, ArizonaAs a Wealth Planning Consultant, Specialist with Vanguard, you’ll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
Wealth Planning Consultant, Senior Specialist Vanguard GroupWealth Planning Consultant, Senior SpecialistScottsdale, AZp>As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
NewWealth Planning Consultant, Senior Specialist-2 Vanguard GroupWealth Planning Consultant, Senior Specialist-2Scottsdale, AZRemotep>As a Wealth Planning Consultant, Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising our ultra-high net worth clients and their families through their unique and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the client, playing an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.
Estate Planning Paralegal - Drafting 75-85K base plus bonus Trajan Wealth LLCEstate Planning Paralegal - Drafting 75-85K base plus bonusScottsdale, AZ$75,000–$85,000 / yearFull timeWe work closely in office with our sister companies, Trajan® Wealth and Trajan® Tax, under a Family Office model, providing a solution where our clients can address all their legal, financial, and tax planning needs under one roof. We are seeking an Estate Planning Paralegal to draft trusts, wills, POA's, deeds, LLC's, and other estate and business planning documents, primarily for new clients.
Workday Adaptive Planning Senior Manager Baker Tilly Advisory Group, LPWorkday Adaptive Planning Senior ManagerPhoenix, ArizonaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.