Senior Wealth Management Associate

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,...

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 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...

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...

Job SummaryThis is an exciting opportunity for a motivated and organized professional to join our wealth management team as a Sr Client Service Associate. The successful candidate will be responsible for delivering personalized service experiences to our clients, including frequent interaction with high-net-worth individuals and families.

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...

Join Our Team of Investment ProfessionalsWe are seeking a highly motivated and organized Wealth Management Specialist to join our team at Underhill Financial, LLC. As a Wealth Management Specialist, you will be responsible for developing and implementing financial planning solutions for clients utilizing eMoney software, providing ongoing monitoring and...

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...

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...

Salesforce Developer Wanted for a Remote OpportunityWe are seeking an experienced Salesforce developer to join our team at Trajan Wealth LLC. The successful candidate will be responsible for the implementation of complex Salesforce solutions to meet the needs of our organization.This is a remote position that could require some minimal travel to the...

Company OverviewSunrise Senior Living has been a pioneer in senior care for over 30 years, dedicated to providing high-quality services that enhance the lives of seniors and their families.About the RoleWe are seeking a compassionate and skilled Senior Care Manager to join our team at Sunrise Senior Living. As a member of our care team, you will be...

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...

About the RoleWe are currently seeking a highly skilled Senior Wealth Management Associate to join our team in Scottsdale, AZ. This is a unique opportunity to work with a talented team of wealth management and client service professionals who service the investment management and financial planning needs of high net worth individuals, families, and...

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...

Job SummaryGolden Heart Senior Care is looking for a reliable and compassionate Certified Caregiver to join our team. As a senior care associate, you will provide essential support and care to our clients, ensuring their comfort and well-being.Key Job Duties:Deliver high-quality care and services to clients with varying needs and abilitiesCollaborate with...

Job OverviewSunrise Senior Living is a leading provider of senior living services, committed to delivering high-quality care and services to seniors and their families. As a Compassionate Care Manager for Senior Living, you will play a vital role in ensuring that our residents receive the highest level of care and support.

Budgeting and Financial PlanningThis Director of Budgeting and Financial Planning position is responsible for overseeing the annual budgeting process, monthly and quarterly forecasting, and cash flow management activities. You will direct the preparation of budgets, forecasts, and cash flow projections for nearly 100 senior living communities and the...

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 Sunrise Senior LivingSunrise Senior Living has been a pioneer in quality senior care for over 30 years. We believe our team members are our greatest resource, and we're looking for individuals who share our commitment to providing exceptional care for seniors and their families.We're passionate about our mission - championing quality of life for all...

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...