Funds And Trusts Jobs in Scottsdale, AZ

Core ResponsibilitiesIdentifies client needs and works with internal partners to determine tailored solutions aligned with Vanguards investment philosophy.Partners with sales executives in business development and sales processes to support growth initiatives.Maintains accurate client records in CRM...

Description At J.P. Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership...

Application Deadline:12/09/2025Address:14850 N. Scottsdale RoadJob Family Group:Wealth Sales & ServiceProvides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to...

Application Deadline:11/25/2025Address:14850 N. Scottsdale RoadJob Family Group:Wealth Sales & ServiceProvides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to...

Full-timeDescriptionWealth Associate: Trilogy Financial Services Inc. seeks Wealth Associate. Job site is located at 16427 N. Scottsdale Rd. #360 Scottsdale AZ 85254.Job Duties: Meet with clients to gather discuss and understand personal financial information such as current income expenses insuranc...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement If so then Nationwide Financial could be the place for you! At Nationwide on your side goes beyond just words. Our customers are at the center of...

Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...

Who We AreAt Corebridge Financial we believe action is everything. Thats why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.We align to a set of Values that are the core pillars tha...

Application Deadline:11/27/2025Address:9333 N 90th StreetJob Family Group:Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and...

Application Deadline:01/29/2026Address:9333 N 90th StreetJob Family Group:Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and...