Wealth Management Specialist

Job OverviewUnderhill Financial Advisors, LLC is a reputable wealth advisory firm seeking a highly skilled Financial Advisor to provide comprehensive financial planning and investment advisory services to successful families, business professionals, and small business owners experiencing significant transition.We are an independent firm with 27 years of...

About the RoleWe are seeking a skilled Senior Tax Associate Lead to join our team at Vestpointe Wealth Management. This role offers a lucrative salary range of $90,000 - $100,000 per year, along with an array of benefits that support your professional growth and well-being.The successful candidate will have a strong foundation in finance and tax preparation,...

Wealth Management ProfessionalUnderhill Financial, LLC is a leading independent wealth advisory firm providing financial planning and investment advisory services to successful families, business professionals, and small business owners experiencing significant transition.Job Summary:We are seeking a highly skilled Wealth Management Professional to join our...

Job SummaryVestpointe Wealth Management is seeking a highly skilled and experienced Senior Tax Associate to join our team in Scottsdale, AZ. The ideal candidate will have a strong background in tax preparation and filing, as well as experience with estate planning and financial services.A competitive salary of $98,000 - $108,000/year is offered, along with a...

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor seeking a highly skilled Senior Wealth Management Associate to join our team in Scottsdale, AZ. The ideal candidate will possess a four-year college degree in Finance, Business, or Economics and 1-2+ years of relevant experience.About the RoleThe Senior Wealth Management Associate...

Job DescriptionThe Client Service Specialist role at Trajan Wealth LLC involves delivering exceptional client service while processing various tasks with precision.Responsibilities:Process financial transactions related to client accounts.Facilitate communication between clients and external banks.Manage RMDs and other account-related duties.Administer...

About the RoleVestpointe Wealth Management seeks a highly skilled Senior Tax Associate to join our team in Scottsdale, AZ. As a key member of our financial services team, you will be responsible for delivering comprehensive tax services to our clients.Job ResponsibilitiesPrepare and file tax returns with attention to detailAnalyze clients' finances and...

About the RoleVestpointe Wealth Management is seeking an experienced Tax Senior to join our team. As a Tax Senior, you will play a crucial role in helping our clients achieve their financial goals by providing expert tax advice and planning services.Key Responsibilities:Prepare and file tax returns for individuals and businessesConduct thorough analyses of...

Job SummaryWe are seeking a skilled Digital Media Specialist to join our team at Trajan Wealth LLC. In this role, you will play a crucial part in developing and executing social media strategies that captivate our target audience.

Job OverviewVestpointe Wealth Management is a premier provider of financial services, dedicated to delivering exceptional investment advisory, estate planning, and tax solutions. We seek a highly skilled Tax Senior to join our team, contributing to the success of our clients and the growth of our organization.CompensationThe successful candidate will receive...

Job Summary">Trajan Wealth LLC is seeking a highly skilled Digital Media Specialist to join our team in Scottsdale. This full-time position offers an excellent opportunity to utilize your creative skills and experience in digital media to enhance our online presence.">About the Role">We are looking for a detail-oriented individual with a strong understanding...

Job TitleWe are seeking a highly detail-oriented and customer-focused Client Servicing Specialist to join our team at Trajan Wealth LLC. As a key member of our operations department, you will be responsible for processing service items for existing clients while providing exceptional customer service.Duties and ResponsibilitiesProcess ACH contributions and...

About the RoleWe are looking for a Portfolio Management Specialist who can work closely with our clients to develop and implement tailored investment strategies.The successful candidate will have a strong understanding of the financial markets and retirement planning, as well as excellent written and verbal communication skills.This role requires a minimum...

Job OverviewWealth Recruitment, LLC is seeking a dedicated and compassionate Licensed Practical Nurse (LPN) to join our dynamic healthcare team.Key Responsibilities:Direct Patient Care: Monitor vital signs, observe patient conditions, and communicate findings with the healthcare team.Medication Administration: Safely administer medications and treatments as...

Job SummaryThe Client Service Specialist is a key role at Trajan Wealth LLC, responsible for delivering exceptional customer service to existing clients while processing service items with great attention to detail.Key Responsibilities:Process ACH contributions and distributions from investment accounts and annuity contracts.Assist clients with linking...

Job OverviewWe are seeking a highly skilled Client Portfolio Director to join our team at Trajan Wealth LLC.The ideal candidate will have a strong background in financial investment advising and portfolio management, with excellent communication and interpersonal skills.This is a full-time position that requires a clean U4, a Bachelor's degree or equivalent...

Company Overview: StrongHold Wealth Partners is a dynamic organization dedicated to providing top-notch insurance services. We're committed to empowering our agents with the skills and resources needed to succeed in this exciting field.Estimated Salary: $80,000 - $120,000 per annum, depending on performance and experience.Job Description: As an Insurance...

About the RoleWe are looking for a dedicated and detail-oriented Senior Tax Associate to join our finance team in Scottsdale, AZ. As a key member of our team, you will be responsible for providing comprehensive financial services to our clients.A competitive salary of $95,000 - $105,000/year is offered, along with a range of benefits including health...

At StrongHold Wealth Partners, we're seeking a seasoned Insurance Agent and Retirement Planner to join our team. With over 20 years of experience as a top producer, we offer attractive contracts with above-average revenue shares.About the RoleThis is a fantastic opportunity for someone who shares our passion for success and integrity. As a key member of our...

OverviewCaliber, a leading financial services company in the alternative asset management space, is seeking an experienced Revenue Performance Strategist to join their team. This role will play a crucial part in driving top-line growth and optimizing hotel performance.Job SummaryWe are looking for a highly analytical individual with expertise in revenue...